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Our Communities

As a community bank headquartered in Santa Rosa, Summit State Bank specializes in providing exceptional customer service and customized financial solutions to aid in the success of local small businesses and nonprofits at five Sonoma County branches located in Petaluma, Rohnert Park, Healdsburg and two in Santa Rosa. Sonoma County is fortunate to have a culture of giving back to those in need and we take great pride and responsibility in support of our Nonprofit Partners. The Nonprofit Partner Program pays a higher rate of interest on operating accounts for participating nonprofits. We also encourage our employees to give back to the community we serve through our Summit Day of Service program. This program gives every employee one work day a year to volunteer their time in the community on behalf of the Bank with any nonprofit organization in Sonoma County. Employees have spent their time sorting food at a food bank, helping seniors, tutoring youth, or donating any time to an organization the individual is passionate about.

Tara Johnson

Tara Johnson is Vice President and Director of Branch Operations and Business Development. Tara was recognized by the North Bay Business Journal for her leadership as a 40 under 40 award recipient. Tara has more than 10 years of banking experience in community banking, and earned a B.S. in Business Administration with a concentration in Marketing from San Francisco State University. Tara is actively involved within Sonoma County and has volunteered to assist with the Healdsburg Museum's annual fundraiser for several years. 

Photo of Vice President and Director of Branch Operations and Business Development, Tara Johnson.

Santa Rosa

We have two branch locations in Santa Rosa – our Corporate Headquarter is located just off highway 101 in northern Santa Rosa. The iconic building is visible as it sits on Bicentennial Way, a main thorough fare, across from Kaiser Hospital and a primary artery to the Fountaingrove community. Located on the first floor, just off the building’s lobby, the Santa Rosa Main Office welcomes customers with friendly customer service representatives at a traditional teller line as well as desks for customers to conduct business. Our other Santa Rosa location is in Montgomery Village, a shopping center in east Santa Rosa.



  • 500 Bicentennial Way
  • Santa Rosa, CA 95403
  • (707) 568-6100
  • Fax (707) 568-7090
  • Mon-Fri 9am-5pm

    * ATM & Night Depository
  • Branch Contact: Marjorie Peterson

Marjorie Peterson

Marjorie Peterson joined Summit State Bank in 2004 and has worked at several of the Bank’s five branch offices. She is Assistant Vice President and Branch Manager of the Bicentennial Branch and also manages the Bank’s Utility Staff. She actively volunteers and coordinated the Bank’s involvement with the Santa Rosa Metro Chamber, Mike Hauser Academy.

Image of Bicentennial branch manager, Marjorie Peterson

Montgomery Village

Located in one of Santa Rosa’s well-known shopping centers which physically sits off of Montgomery Drive, our Montgomery Village Branch enjoys a prominent location at the corner of Farmers Lane and Midway Drive. This is a well-traveled area and is in close proximity to other financial institutions, restaurants and popular retail stores. The Montgomery Village Branch is bright and cheerful, and the staff is warm and welcoming.



  • 2300 Midway Drive
  • Santa Rosa, CA 95405
  • (707) 568-4975
  • Fax (707) 527-9386
  • Mon-Thur 9am-5pm | Fri 9am-6pm | Sat 10am-2pm

    * ATM & Night Depository
  • Branch Contact: Maggie Grover

Maggie Grover

 Maggie Grover is the Branch Manager of our Montgomery Village Branch. She joined the Bank in 2011.


Image of Maggie Grover, Rohnert Park branch manager..



Located in the well-traveled Vineyard Shopping Center with anchor tenants such as Safeway and Agave Mexican Restaurant, the branch is located as you drive into the center from Vine Street. In addition, we share the center with several other financial institutions and popular retailors. The branch is modern with windows on all sides with views of the shopping center. Customers enjoy sitting across the desk from our friendly and well-trained staff to conduct their business.



  • 1001 Vine Street
  • Healdsburg, CA 95448
  • (707) 433-5959
  • Fax (707) 433-8782
  • Mon-Thur 9am-5pm | Fri 9am-6pm | Sat 10am-2pm

    * ATM
  • Branch Contact: Tori Lewis

Tori Lewis

Tori has been with the bank for almost fifteen years and in the banking industry for 25. Tori lives in Healdsburg with her husband and two dogs. She enjoys their community and has built and fostered lasting relationships with both Bank customers and community members alike. Tori has been a Healdsburg Booster Member, volunteer for the North Bay Stage Company and the Santa Rosa Fair Grounds Evacuation Center during the 2019 fires. Tori was named Healdsburg Chamber of Commerce Ambassador of the Year in 2011.

Image of Healdsburg branch manager, Tori Lewis


The Petaluma Branch is located on a main thorough fare in the Theatre District of Petaluma – Petaluma Boulevard, South. The city of Petaluma is spread out and has grown substantially in the last few years. Many financial institutions are located on the west side of town, sprinkled throughout the downtown corridor. Our branch sits directly across from the Theatre District. The branch is open and inviting, befitting the beautiful part of town it serves.



  • 100 Petaluma Blvd. South, Suite A
  • Petaluma, CA 94952
  • (707) 283-1120
  • Fax (707) 283-1139
  • Mon-Thur 9am-5pm | Fri 9am-6pm

    * ATM & Night Depository
  • Branch Contact: Candace Costello

Candace Costello

Candace Costello is Assistant Vice President and Branch Manager of our Petaluma Branch. Prior to joining Summit, Candace was a branch manager at West America Bank and volunteered for Junior Achievement in Marin while working in that community. Candace joined the bank in 2018.

Image of Candace Costello, Petaluma branch manager.

Rohnert Park

The Rohnert Park Branch is located at the north end of Raley’s Towne Centre off of the Rohnert Park Expressway. The anchor tenant, Raley’s, is in the middle of the center, to the south of our branch. The new town center is across from the branch and will soon be the hub for Rohnert Park. The warm and inviting staff and spacious modern atmosphere of the branch makes it a pleasant place to conduct business. Customers enjoy sitting across the desk from our friendly and well-trained staff to conduct their business.



  • 10 Raley's Towne Centre
  •  Rohnert Park, CA 94928
  • (707) 568-4955
  • Fax (707) 636-0400
  • Mon-Thur 9am-5pm | Fri 9am-6pm

    * ATM
  • Branch Contact: Diana Ortiz

Diana Ortiz

Diana Ortiz joined Summit State Bank in 2017 and she began working at the Bank's Petaluma Branch. She has more than 10 years of banking experience in community banking and is an active participant within the community. In 2019, she graduated from the Petaluma Area Chamber of Commerce Leadership program.  Diana is currently the Branch Manager of our Rohnert Park Branch and is an active member of the Rohnert Park Chamber of Commerce. You can find her supporting local businesses or at the Career Fairs held at Sonoma State University, representing Summit State Bank. In her spare time, she gives back by volunteering with North Bay Animal Services and Wilson School District.

Image of Rohnert Park branch manager Diana Ortiz


Kathy Moore

Kathy Moore joined Summit State Bank as Utility Branch Manager/VP in 2020. Prior to joining Summit State Bank, Kathy was the Branch Manager of the Petaluma Branch of Poppy Bank for the past 15 years. As a well-known Petaluma resident and community supporter, Kathy is involved with the Kiwanis Club of Petaluma and the Petaluma Educational Foundation. In addition, she is a trustee on The Board of The Harrison Mecham Relief fund.



Image of Utility branch manager Kathy Moore

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All Rights Reserved


  (707) 568-6000

  500 Bicentennial Way
Santa Rosa, CA 95403

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