Meet the Team

Susan Winfree, MBA, CA License # 0H55007, focuses her practice on helping small businesses and women work through challenging financial strategies such as: business succession planning, retirement income planning, and estate preservation. She believes that through education, everyone has the ability to become financially savvy; igniting a passion for Ms. Winfree to empower her clients to bring their businesses to new levels of success and take care of their families.

Ms. Winfree is a Registered Representative of MML Investors Services, LLC. and has her FINRA Series 7 and Series 66 Licenses as well as her California Department of Insurance License. Ms. Winfree earned her Bachelor of Science degree in Business Management and her Masters in Business Administration with a Specialty in Global Management, from the University of Phoenix, Livermore Campus.

As a Livermore native and active participant in the Livermore Wine Community, Ms. Winfree volunteers with the Tri-Valley Conservancy, supports local businesses and families, and has a vast love for her city and the Tri-Valley Area. In her free time, she enjoys the outdoors, traveling, and spending time with her friends and family. Susan'e email is


Tawnya Schwartz, CA License number 0H75796, provides a broad portfolio of individual protection, asset accumulation, and financial products and services for high net worth families, businesses, and institutions.

Ms. Schwartz offers a Total Financial Needs Analysis through a network of experienced professionals with expertise in:

• Advisory Services
• Retirement Analysis and Programs
• Estate Strategies
• Employee Benefit and Retention Services
• Business Continuation Strategies
• Trust Services

Ms. Schwartz is a registered representative of and offers securities, financial planning, and investment advisory servces with MML Investors Services, LLC. and has her FINRA Series 7 and Series 66 Licenses. She also has her California Department of Insurance License. Tawyna's email is