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Suzi Schomer has over 30 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
  • Served as a Trustee of the Santa Barbara County Employees' Retirement System 2016-2017
  • Served as Foreman of the 2012-2013 Santa Barbara Grand Jury
  • Treasurer of the Santa Barbara Cemetery Association
  • Board member and past chair, Wildling Museum of Art & Nature
  • Board member emeritus and past president of the Santa Barbara City College Foundation
  • Board member, Charitable Gift Planners Association
  • Board member, Friends of the Montecito Library
  • Board member, Alliance for Living and Dying Well
  • Board member, Montecito Retirement Association – Casa Dorinda
  • Serves on Planned Giving committees for: Visiting Nurse and Hospice Care, Hospice of Santa Barbara, United Way of Santa Barbara County, and Santa Barbara Museum of Natural History