Stephanie Susi serves as our Client Service Associate. A proud native Oregonian, Stephanie brings a client-centered approach and a deep sense of community to every financial relationship.

With experience as both an escrow officer and in mortgage lending, Stephanie has a well-rounded understanding of the financial services industry. She genuinely enjoys working with clients by building lasting relationships, simplifying complex topics, and helping them make informed decisions with confidence. Her commitment to integrity, personalized guidance, and clear communication has earned her the trust of clients at all stages of their financial journeys.

Stephanie is also a commissioned Notary Public in Oregon, reflecting her dedication to professionalism and service.

Outside of work, Stephanie enjoys exploring Southern Oregon’s beautiful trails and rivers. A devoted animal lover, she shares her home with two rescue dogs and actively supports local animal welfare organizations. She is also a proud volunteer at the Britt Festivals, contributing to the vibrant arts community in the Rogue Valley.