Susan McKinney
As an essential component in the organization of our offices, Susan works directly with our advisors and client relationship managers to ensure we maintain compliant files and sustain the proficiency of our branch. With a range of experience in office operations, including banking and insurance, Susan has a strong background in working with county agencies in both Southern and Northern California.
After growing up in Los Angeles County, Susan moved to Northern California in 1998 and now resides in Healdsburg. In her spare time, she loves to sew, cook, swim and play competitive board games.