Suzanne Robertson

Principal and VP of Operations

20 years of experience


Suzanne is a leadership executive, consultant, and published author with over 20 years of experience in finance, operations, and human resources. As an executive, she has been recognized for her expertise in organizational leadership and development, operations efficiency, and company culture. As an HR manager and financial officer, she has in-depth knowledge of employer benefits and how they are used strategically to align with the goals of an organization. Due to her expansive and diverse background she is able to bring dynamic thinking and insight to our organization and our partner-clients.

Latest News & Updates from Suzanne Robertson and Team

About Santa Barbara, CA Team

For full details on the Santa Barbara team, click here.

We actively partner with our clients by becoming an extension of their Human Resources and Finance teams. We help identify, strategize and implement solutions that allow them to achieve their unique goals. We offer a place where employees feel valued for who they are and have the opportunity to realize their personal goals. We are a group of great listeners, passionate speakers and innovative thinkers. We believe in what we do and why we do it. This drives us to continually achieve extraordinary results for those we serve.

For benefit plan questions, claims issues, referrals and more, contact our Assist Team at 888.957.2933.


View Careers

101 West Anapamu Street, Santa Barbara, CA, USA | P: 805.684.5100 | F: 805.456.4500 | Get Directions | View Team Details