SVP / Wealth Strategist

Suzi Schomer has over 35 years of experience in financial services with expertise in trust and investment management working with local Central Coast clients and in the Portland, Oregon and Austin, Texas markets. Her experience also includes the successful development and implementation of wealth management strategies for multifaceted, complex trust, investment management, nonprofit and private banking clients. Suzi has been an active volunteer in the Santa Barbara area for over two decades.

  • Bachelor's and Master's degrees, University of Southern California
  • Board member, VNA Health
  • Board member, Santa Barbara Maritime Museum
  • Treasurer of the Santa Barbara Cemetery Association
  • Advisory board member and past chair, Wildling Museum of Art & Nature
  • Board member emeritus and past president of the Santa Barbara City College Foundation
  • Served as Foreman of the 2012-2013 Santa Barbara Grand Jury
  • Served as a Trustee of the Santa Barbara County Employees' Retirement System 2016-2017
  • Serves on Planned Giving committees for: VNA Health, Hospice of Santa Barbara, United Way of Santa Barbara County, Santa Barbara Museum of Natural History and Music Academy of the West