About
Rory McKendrick, President
Professional Background
Rory kicked off his career on the bustling floor of the Chicago Mercantile Exchange. It was here, amidst the fast-paced excitement of the trading floor, that Rory’s passion for the financial markets truly ignited. Yet, as Rory navigated through the adrenaline-fueled atmosphere of the Exchange, he realized there was another aspect of the financial industry that intrigued him – the prospect of working directly with individuals and families. He saw an opportunity to use his market knowledge and experience to make a real difference in people’s lives.
This realization inspired Rory’s transition to Morgan Stanley where he had the opportunity to engage directly with clients, helping them navigate their financial futures. After gaining years of experience and market insights, Rory decided to take a leap of faith and set out on his own to create something truly unique, a firm that was guided by the principles he held dear.
That’s how Sutherland Wealth Management was born. Rory’s vision is crystal clear: he wants to provide clients with an independent approach to investment management.
Personal Background
Rory holds an MBA from the Stephen M. Ross School of Business at the University of Michigan. He met his wife, Tara, as a teenager paired together on an ice dance team. They have continued to enjoy ice skating and have attempted to pass this love on to their 7 children (Alivia, Marin, Liam, Elise, Quinn, Caleb, and Rhys). When he’s not in the office, Rory cherishes spending time with his family, squeezing in a quick round of golf, or volunteering at his church.
“I believe financial planning – and life in general – should be approached with a confident, calm, and steady hand. That’s how I help my clients pursue their financial goals.”
Stacie Sevel
Professional Background
With over a decade in the industry, Stacie brings a wealth of experience to her role. During her 12-year tenure at Morgan Stanley, she had the distinct pleasure of collaborating with Rory, laying the foundation for a strong professional alliance at Sutherland Wealth Management.
Central to Stacie’s role is her adept handling of administrative responsibilities. Serving as the primary point of contact for clients, she works to ensure seamless communication, diligent updates, and the meticulous organization of client documents. She plays a crucial role in data gathering and supports the advisory team, seeing that client services are of the highest caliber.
Stacie’s organized, responsible, and results-driven approach perfectly complements her genuine passion for forming deep-rooted relationships with clients and helping them on their financial journeys.
Personal Background
For Stacie, adventurous travel is more than a hobby — with memories of waterfall rappelling in Costa Rica being particularly cherished. A staunch advocate for physical fitness, she divides her time between long runs and intense Barre sessions. Away from work, Stacie’s heart belongs to her college sweetheart, now her husband of 14 years, and their three wonderful daughters, aged 12, 10, and 8. She finds joy in the moments spent with her family and actively volunteers at her daughters’ schools.