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Our story

Tribe Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We consistently provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.






Our tribe of experts

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Mary Dill

Managing Partner | Financial Planner

Mary Dill, Managing Partner | Financial Planner

Mary has been in the financial services industry since 2003. She was inspired to learn about investment management with an emphasis on what was then known as Socially Responsible Investing (SRI).  Mary now believes that “voting with your money” is something we all do every day. She strives to assist her clients to better understand their relationship with money and to customize each client's definition of success. She holds a Chartered Financial Consultant (ChFC) designation and completes ongoing education to stay current in her areas of expertise.

Mary founded Tribe Financial Group with Kyle Sullivan in 2013, and she and Kyle married in 2017. They enjoy raising their three wonderful children, playing tennis and pickleball, skiing, traveling and making healthy food. Mary is grateful to have found her way into this profession. She takes her commitment to her client base very seriously, and appreciates the long-term friendships that have formed.

 


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Kyle Sullivan

Managing Partner | Financial Planner

Kyle Sullivan, Managing Partner | Financial Planner

Kyle started in the financial services industry in 2002. He graduated from the University of Oregon, and is passionate about working with his clients to help them obtain financial freedom. He enjoys traveling, spending time with family, sports, and outdoor adventures.  He also enjoys good food and quality time with friends. Kyle and Mary founded Tribe Financial Group in 2013, and got married on the shores of Maui in 2017. They have three children.

 

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Kennedy Cassiday

Financial Planner

Kennedy Cassiday, Financial Planner

Kennedy was raised in Portland, OR and graduated from the Portland State University Honor’s College. She enjoys running, the sounds of a fantastic jazz playlist, and exploring the Pacific Northwest with her husband and their pug, Dewey Decimal.

 

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Kathy Kusudo

Executive Relationship Manager

Kathy Kusudo, Executive Relationship Manager

Kathy has been in the financial services industry since 2008 helping advisors build their businesses. She currently holds her Series 7 and 63 securities registrations. 

Kathy graduated from the University of California at Riverside, and has lived in Lake Oswego, OR since 1988. She is a former board member of Portland Taiko (Asian American drumming ensemble), and has been a longtime supporter of the Oregon Symphony, Portland Opera, and the Portland Art Museum.


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Erin Scherzer

Relationship Manager

Erin Scherzer, Relationship Manager

Erin was born and raised in Bend, Oregon, and attended the University of Oregon, earning her Bachelor of Arts with a major in English. After traveling internationally, and living in both Bend and Seattle, she and her husband settled down in Portland. Since then, Erin has been busy raising three children and working in accounting and bookkeeping. She is excited to venture into the financial industry!

Erin loves living in the Pacific Northwest, and enjoys beach trips, the mountains, gardening, yoga, reading, watching and cheering for her children's sports, and spending time with her family and dog, Tula.



Our commitment

Our staff is made up of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.


We look forward to joining you on your journey.