Retirement Plan Coordinator and Client Services
Shakti is the firm’s lead Retirement Plan Coordinator. Her main focus is supporting our Corporate clients and effectively managing the day to day needs of their qualified and non-qualified benefit programs. Shakti is also responsible for the preparation of our financial and retirement planning illustrations. She began working for Stonebridge in 2004 as the administrative assistant to principal Richard Boyer. She took a break from her career to devote her attention to her growing family, and worked as a certified massage therapist and teacher assistant. She returned to Stonebridge in 2016, directly supporting Blair’s private and corporate clients. Shakti lives in Marin County, California with her two sons and dog, and enjoys outdoor activities.
*Shakti Sutter provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Stonebridge Financial Group is not owned or operated by AXA Advisors, LLC.