Who We Are

Susan Bradley, CFP®, CeFT® 

Founder of the Sudden Money® Institute

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found here.

She is the recipient of the Insiders Forum Iconoclast Award 2017.

Click here for Susan’s 2019 Speaking Tour.

Mary Martin, PhD

Learner-in-Chief

Mary helped Susan write Sudden Money: Managing a Windfall back in the day. These days, she can be found figuring out what needs to be done and how to do it, at both the Sudden Money Institute and the Financial Transitionist Institute. Though notoriously anti-multi-tasking, when not at work she can be found walking with her rescue greyhound while listening to a podcast and picking up litter.

Sharmon Tourjee

Accountant

Kathleen Moran

Chief Executive Assistant

Kathy has decades of experience as an Executive Assistant supporting partners of several large law firms and C-suite executives for large corporations. She enjoys organizing Susan’s life and business and when not doing that she owns and operates a mobile spray tanning business in Palm Beach County.

Vidya Nair

Social Media/Content Manager

Vidya works as our in-house social media/content manager. She has been working with SMI since December 2018. She tries to ‘stay social’ be it at work, college or dancing somewhere outdoors.

Peggy F. Frye, CFP®, CeFT®

Peggy is the Principal of Glenayr Wealth Advisors LLC and an experienced wealth manager, Certified Financial Planner ®, Registered Life Planner®, and Certified Financial Transitionist®. She advises high-net-worth individuals and families using a unique planning and financial advisory approach and counsels clients to achieve life-altering goals using process-specific strategies. Peggy resides with her husband on Glenayr Farm in central Virginia where they raise champion Airedale terriers and Angus cattle.

Certified Financial Transitionist Directory