Suzanne
Lundeen Abrams
President & Advisor
Suzanne Lundeen Abrams has been helping clients take strides in their financial lives since 2005. She enjoys proactively planning so that life's surprises don't knock her clients off course.
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Suzanne balances her entrepreneurial side by channeling her inner domestic goddess at home.
She loves art of any kind and enjoys playing her violin, gardening, cooking and reading. There's inevitably a stack of newspapers and New Yorkers she's always working her way through.
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Entrepreneurship runs in the family. Suzanne learned the basic tenets of ethical business management through her father, Gary Lundeen. Gary Lundeen Company was a successful accounting firm for 40 years and Gary mentored and also partnered with her in the investment management business until his retirement in 2013.
Ally CHANEL
Financial Advisor & Education Consultant
Ally lives in beautiful Colorado, but her Minnesota roots run deep. While she was born and raised in Colorado, her family is from Minnesota and she has a lot in common with her cousin, Suzanne.
Ally shares the same values and philosophy about life and wealth management as imbued in the Lundeen Abrams brand: that life is a journey, not a destination and being prepared for the road ahead pays dividends when you can truly enjoy yourself along the way.
Suzanne and Ally's similar outlook in the business of helping people map out their financial path is due to the fact that Ally learned a lot about finance from her mother, a successful CPA, just as Suzanne did from her father, a CPA, as well. Perhaps it was a bit of kismet that their paths aligned for them to work together in business.
Ally’s role as a Financial Advisor & Educational Consultant at Lundeen Abrams Advisors gives her the opportunity to use her unique skillset and passion to help clients understand their financial strategy and plan their life with confidence.