Connecting Trusted Professionals for growth, collaboration and mutual business success.

About Us

The Sacramento Professional Advisors Network (SPAN) is a non-profit organization with a membership of experienced, vetted, and collaborative professional advisors who provide referrals and connections to serve business owners within the Sacramento Region.

SPAN holds regular monthly meetings for professional growth and quarterly mixers to give our members opportunities to socialize, network and build comradery.

SPAN members are committed to living out the value of KNOW-LIKE-TRUST-REFER as we work together for the benefit of each other, our clients and the community.


Our monthly meetings, held throughout the Sacramento Region in Roseville, Folsom and downtown Sacramento, provide business professionals a forum for education, networking, collaborating and exchanging ideas and information.

SPAN members participate in a range of professional, personal and business growth activities including:

  • Monthly meetings for professional development and networking
  • Small group “trios” for building closer connections and sharing expertise
  • Fun mixers and social events throughout the year to build comradery


Steven Zeller

CFP, AIF, CExP, Senior Wealth Advisor of Zeller Kern Wealth Advisors

Karen Goodman

State Bar Certified Legal Malpractice Specialist
Attorney Goodman & Associates

James Bateman

Partner B2B CFO®

Bill Wright

President, Stellar Ventures Disciplined Strategic Financial Implementation Services to Scaling Businesses

Forrest Vickery

Managing Director, Norther California, Sanli Pastore & Hill

Shannon Zajec, CEBS

Benefits Advisor and CEO, Employers Select Insurance Services Inc.

Mike Caselli

Vice President, Treasury Relationship Manager, Treasury solutions Division, F&M Bank

Roland Guillen

Account Executive/Partner Warren G. Bender Co.

Lynda Dickey

Human Resource Consultant
Manager, Northern California Region
Vantaggio HR, ltd.

Ellwood L. Jones

Capital Region Financial Group, LLC

Sheila L. Carroll

Carroll & Associates, PC

Kristina Mapes

Van Erp, Petersen, & Babcock, LLP


Folsom meets 1st Tuesday of the month

Roseville meets 2nd Tuesday of the month

Downtown meets 3rd Thursday of the month


SPAN seeks new members who are committed to expanding their knowledge and networks of high caliber professionals. The “Know, Like, Trust and Refer” process is a core feature of our membership.

Our Membership Benefits include:

  1. Continuing Education through high-quality speakers on a wide range of professional topics: business development, sales, IT, business operations, accounting and legal areas.
  2. Professional Growth – Learning from, educating and collaborating with each other.
  3. Business Development – Creating opportunities for mutual referrals and connections.
  4. Network Expansion – Growth through access to members’ knowledge bases and professional connections.
  5. Access to Professional Resources – Needs, Deals, Wants

If you would like to be considered for membership, please contact one of the group leaders.