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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. At Summit State Bank we embrace a culture of giving back to those in need and we take great pride and responsibility in support of our Nonprofit Partners. Our Nonprofit Partner Program pays a preferred interest rate 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 workday a year to volunteer their time on behalf of the Bank with any nonprofit organization in Sonoma County that they feel passionate about.

summit state bank bicentennial and montgomery village locations

Tara Johnson

Vice President and Director of Branch Operations and Business Development

Tara Johnson Vice President and Director of Branch Operations and Business Development    

Tara joined the Bank in 2019 as Vice President and Director of Branch Operations and Business Development.

Her achievements include:

  • More than 10 years of experience in community banking.
  • Bachelor of Science Degree from San Francisco State University, with a concentration of Business Administration and Marketing.
  • Volunteering  for the Healdsburg Museum’s annual fundraiser.
  • Recipient of the North Bay Business Journal’s 40 under 40 Award in 2019.

Santa Rosa - Bicentennial

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

Assistant Vice President and Branch Manager of the Bicentennial Branch

Image of Bicentennial branch manager, Marjorie Peterson

Marjorie joined the Bank in 2004 and has held a variety of positions at several of our five branch locations.

Her achievements include:

  • Over 16 years of community banking experience.
  • Coordinating the Bank’s participation in the Mike Hauser Academy with the  Santa Rosa Metro Chamber of Commerce.
  • Actively volunteering  at various non-profits and is currently on the Advisory Board for the Boy & Girls Club of Marin-Sonoma.

Santa Rosa - Montgomery Village

Located in one of Santa Rosa’s well-known shopping centers, 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.



Maggie Grover


Branch Manager of the Montgomery Village Branch

Image of Maggie Grover, Montgomery Village branch manager.

In 2011, Maggie joined the Bicentennial Branch, as a member of the Utility Team.

Her achievements include:

  • More than 14 years of banking experience.
  • Leadership Rohnert Park Graduate in 2020.
  • Actively volunteering for the Petaluma Music Festival and supports Girls on the Run.


Located in the Vineyard Shopping Center with anchor tenants such as Safeway and Agave Mexican Restaurant, the branch is located on the right hand side as you drive into the center from Vine Street. 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.



Tara Johnson

We are currently searching for a new Branch Manager of the Healdsburg Branch


The Petaluma Branch is located on 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-Fri 9am-5pm

    * ATM & Night Depository
  • Branch Contact: Candace Costello

Candace Costello

Assistant Vice President and Branch Manager of the Petaluma Branch

Image of Candace Costello, Petaluma branch manager.

Candace joined the Bank in 2018 as Branch Manager of the Petaluma Branch.

Her achievements include:

  • More  than 19 years of experience in banking.
  • Volunteering  with Junior Achievement in Marin.

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 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-Fri 9am-5pm

    * ATM
  • Branch Contact: Diana Ortiz

Diana Ortiz

Branch Manager of the Rohnert Park Branch

Image of Rohnert Park branch manager Diana Ortiz

Diana joined the Bank in 2017 and began working at the Bank’s Petaluma Branch.

Her achievements include:

  • Over 10 years of community banking experience.
  • Leadership Rohnert Park Graduate in 2020.
  • Active member of the Rohnert Park Chamber.
  • Volunteering at North Bay Animal Services and Wilson School District.


images of summit state bank branches in healdsburg and rohnert park


Kathy Moore

Vice President and Utility Branch Manager

Image of Utility branch manager Kathy Moore










Kathy joined Summit State Bank in 2020 as Vice President and Utility Branch Manager

Her achievements include:

  • More than 39 years of banking experience.
  • Active member of the Kiwanis Club in Petaluma and the Petaluma Educational Foundation.
  • Serving as a trustee on the Board of The Harrison Mecham Relief Fund.


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© 2020 Summit State Bank
All Rights Reserved


  (707) 568-6000

  500 Bicentennial Way
Santa Rosa, CA 95403

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