Broker Check
Susan Perry

Susan Perry

Wealth Advisor

Sue’s passion is helping others pursue their financial goals, dreams, and objectives. There are many things that she loves when it comes to this business. First and foremost, it is developing the client relationship. Finding out what drives her clients and developing a creative plan focused on solutions. Sue likes to look at the “big” picture and then drill down from there. She loves to see her clients’ dreams come to fruition; to see their retirement date on the calendar, the last month of a car payment, or their child’s college acceptance letter. She believes that a successful financial strategy not only creates wealth but protects it for future generations.

With over 30 years in the financial services industry, she feels privileged to share her knowledge and experience with people looking to better understand their own finances. Whether it is meeting with a young person just starting their journey, couples in their mid-life years or post retirement. Sue works closely with clients to develop a plan that encompasses all life stages.

An alumni of Linfield college, McMinnville, OR with a bachelor’s in business administration. She holds the series 6, 63, and 65 registrations through LPL financial.

Originally from Corvallis, Oregon, she resides in Lake Oswego, OR. Her son Michael is a graduate of University of Oregon. Michael followed in his moms’ footsteps and is a Wealth Advisor on our team. Sue enjoys spending time with family, wine tasting with friends, relaxing in Central Oregon, and traveling abroad.