Susan Perry, CDFA®

After more than 30 years in the financial services industry, Sue now serves as our Community Engagement Consultant. In this role, she continues doing what she loves most—building strong relationships and helping others feel confident about their financial journey.

Sue is a Certified Divorce Financial Analyst® Professional. She remains a trusted resource and mentor to clients and colleagues. She brings warmth, experience, and a genuine passion for helping others to our team and to the broader community.

Throughout her career, Sue has found joy in seeing people reach their goals. Whether it is a child heading off to college, a retirement date circled on the calendar, or the final payment on a car loan, Sue has always focused on the bigger picture and offered thoughtful support through every stage of life.

Sue graduated from Linfield College in McMinnville, Oregon with a bachelor’s degree in business administration. She holds the Series 6, 63, and 65 registrations through LPL Financial. Originally from Corvallis, she now lives in Lake Oswego, Oregon. Sue enjoys spending time with family, wine tasting with friends, relaxing in Central Oregon, and traveling abroad.