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.

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.

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.

Initially licensed by FINRA in 1990.  Focused on Strategic Portfolio Design for Insurance Companies and Institutions.  Institutional fixed income background utilizing Municipal Debt, Corporate Debt, US Government Agencies and CMOs to improve yield, credit quality and shorten average maturities in Institutional Portfolios.  Facilitated origination of Public and Private Corporate Debt. 

In 1996 moved from Institutional Portfolio design to utilizing Financial Planning to foster liquidity for individuals and companies through the strategic use of stocks, closely held small cap stocks, other equities, fixed income and real estate. 

Received Bachelors and Master Degrees from the University of Oregon.  Spent 14 years as an Educator.  While teaching Mike managed a Discipline Program for two Middle Schools, coached Young Women’s and Young Men’s Volleyball and Basketball.  In addition Mr. Stewart taught a successful Parenting and Family Educational Program on the prevention of alcohol and drug abuse. 

Formerly a member of the Dean’s Advisory Council; College of Education University of Oregon.  Was recruited to accomplish the specific goal of rebuilding Student enrollment at the College of Education.  The College of Education had re-opened after voluntarily closing for two years due to budget restrictions.  The College was seeking to reinvigorate its student enrollment.  Fostered and co-operatively enacted a marketing concept that resulted in full student enrollment during the subsequent academic year. 

Past President of OREGON Club of Portland. 

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.