Perry is co-owner and Vice President of Investor Resources, Inc. Following nine years of management with the Boeing Company, Perry‘s interests in financial services resulted in him founding a tax planning firm. In 1994, while his firm continued to grow, he joined a traditional brokerage firm and qualified for the CERTIFIED FINANCIAL PLANNER™ designation. In 1996, Perry made the decision to adopt a “fee-only” planning model and moved his clients to the independent financial planning firm that he built from the ground up. This new firm combined both his tax planning and investment advisory clients in a “fee for service” business model.
 
Perry met Don Creech through the AssetMark® Premier Consultants network. They are both charter members of this group which is made up of the Top 20 % of all AssetMark® representatives. In 2007, noting the similarity of business models and client services, Don proposed a merger of their firms. Perry accepted and became a shareholder and officer in Investor Resources, Inc.
 
Perry has been married to his beautiful wife, Ruby, since November, 1978. They have five wonderful kids and seven grandchildren. Perry enjoys spending time with his family, sailboat racing and traveling the world. They are active members of St John Vianney Catholic Church (sjvkirkland.org/) in Kirkland, Washington.