Susie Perry

Susie Perry brings more than 30 years of financial services experience to Living Prepared, where she helps clients weigh insurance and annuity strategies as part of their broader retirement and family plans. Much of her career has centered on financial planning, and several years at a CPA firm concentrating on tax work continue to inform how she brings tax awareness into every protection strategy. A CERTIFIED FINANCIAL PLANNER™ professional, Susie takes a client-first approach: she listens closely to each client’s story and goals, knowing that the path to retirement, and the transition into it, looks different for everyone. She holds a B.A. in Economics from Wheaton College in Illinois and an MBA from the University of Maryland. A lifelong equestrian, Susie has owned horses for most of her adult life and has a special heart for therapeutic riding; when she is not at the barn, she is usually outside with her three German Shepherds.