With over 13 years of experience in the financial services industry, Sheila brings a high standard of customer care to her role as Director of Client Services in our Rohnert Park office. She is dedicated to providing complete, accurate information to both our clients and the advisors in our office, while always maintaining the highest standards of confidentiality.
Before joining Ken in his solo practice Sheila worked in human resources for a bank and a local health care network. Sheila and her husband Charlie met and graduated from Sonoma State University. They have lived in Sonoma County for over 20 years. She enjoys yoga and reading.
Sheila Donlan – Director of Client Services, Rohnert Park office