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

About Us

 

MISSION STATEMENT: SACRAMENTO PROFESSIONAL ADVISORS NETWORK (SPAN) connects experienced, collaborative, and diverse business professionals together in a network that fosters referral relationships for business success and profitability. SPAN is committed to creating an inclusive and positive experience for members and living out the values of KNOW-LIKE-TRUST-REFER as we work together for the benefit of each other, our clients, and the community.

SPAN is a non-profit organization with a membership of 60+ vetted 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 camaraderie.

Activities

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

LEADERSHIP

Steven Zeller

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

www.zellerkern.com
szeller@zellerkern.com

Karen Goodman

State Bar Certified Legal Malpractice Specialist
Attorney Goodman & Associates

www.goodman-law.com
kgoodman@goodman-law.com

James Bateman

Partner B2B CFO®

www.b2bcfo.com
jbateman@b2bcfo.com

Bill Wright

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

www.stellarventures.biz
bill@stellarventures.biz

Forrest Vickery

Forrest Vickery

Managing Director, Northern California
Sanli Pastore & Hill

www.sphvalue.com
fvickery@sphvalue.com

Mike Caselli

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

www.fmbonline.com
mcaselli@fmbonline.com

Roland Guillen

Account Executive/Partner
Bender Insurance Solutions

www.mybendersolutions.com

rguillen@mybendersolutions.com

Sheila L. Carroll

Attorney
Carroll & Associates, PC

www.thecarrollfirm.com
scarroll@thecarrollfirm.com

Kristina Mapes

Partner
Van Erp, Petersen, & Babcock, LLP

www.vanerpcpas.com
kris.mapes@vanerpcpas.com

Dr. Janice Doucet Thompson

Executive Leadership Coach
JD Thompson & Associates, LLC

www.jdthompsonassoc.com
Janice@jdthompsonassoc.com

Gretchen Tobin

Director of Transaction Services
ProEquity Asset Management

www.proequityam.com
gretchentobin@proequityam.com

Randy Hendershot

CEO, Business Intermediary
Evolution Advisors

www.evobizsales.com
randy@evobizsales.com

MEMBERS

NameCompanyGroup
Adam BurschBender Rosenthal, Inc.Downtown
Alex SperryLaw Office of Alexander M. SperryDowntown
Alexandria OhlingerNEVA MarketingFolsom
Allison De TalBest Best & Krieger LLPDowntown
Anne MaskThird Coast Commercial Capital Inc.Downtown
Ben WebsterLittler Mendelson P.C.Downtown
Betsaida LeBronImprovEQDowntown
Bill WrightStellar Business Ventures, Inc.Folsom
Brian BowenMurphy Austin Adams Schoenfeld LLPFolsom
Chris CottrellHoppe & Cottrell LLPFolsom
Clare PriceOctainRoseville
Dave SmithCresaDowntown
Douglas CliffordNorthwestern Mutual Wealth Management CompanyRoseville
Eli UnderwoodKrogh & Decker, LLPDowntown
Elizabeth JacksonDelfino Madden O'Malley Coyle & Koewler LLPDowntown
Eric GrabinSAFE Credit UnionFolsom
Forrest VickerySanli Pastore & Hill Roseville
Ganesh KalyanaramanLaw Office of Ganesh Kalyanaraman, PCDowntown
Glen DrouinHarbor HR LLCRoseville
Graeme PlantCompass Point CapitalRoseville
Gretchen TobinProEquity Real Estate ServicesFolsom
Heather JohnstonSapphire Law GroupFolsom
James BatemanB2B CFODowntown
Janice Doucet ThompsonJD Thompson & Associates, LLCFolsom
Jeffrey PottsGold Country AdvisorsDowntown
Jeffrey StephensGaw Van Male, LLPRoseville
Jennifer ForesterC-Suite SolutionsFolsom
Jessica HawthorneCalifornia Employers AssociationFolsom
John JoyceIron Point Financial AdvisorsFolsom
Jon PetersThe Schafer Law GroupRoseville
Julie BasqueInsperityDowntown
Justin BorrowdaleWeintraub TobinFolsom
Karen GoodmanGoodman Law CorporationRoseville
Kevin ValineEPIC Insurance Brokers and ConsultantsDowntown
KJ StephensLeavitt GroupFolsom
Kris MapesPetersen & Mapes, LLPRoseville
Kristie KotaskaVeritas AccountingDowntown
Lila WallrichWallrich Creative CommunicationsDowntown
Lukas Clary
Weintraub TobinRoseville
Mark KansierPaylocityFolsom
Matt KreheGilbert CPAsDowntown
Medo EldinProdigy VideosFolsom
Michael SneadSierra Consulting Services, Inc.Roseville
Mike CaselliF&M BankDowntown
Patricia HartmanHanson Bridgett LLPRoseville
Randy HendershotEvolution AdvisorsFolsom
Roland GuillenBender Insurance SolutionsRoseville
Ronald CraneDCA PartnersRoseville
Scott BennettColliers InternationalRoseville
Shannon ZajecEmployers Select Insurance Services, Inc.Roseville
Shaun SchroederJunction PeakRoseville
Sheila CarrollThe Carroll FirmDowntown
Steve MorganNew York LifeDowntown
Steve RomeoCentral Valley Bank of CommerceRoseville
Steve SolodoffB2B CFO, LLCRoseville
Steven ZellerZeller Kern Wealth AdvisorsRoseville
Strati VourakisCalm Computing, Inc.Downtown
Tim ArmstrongRiptide Sales Advisory, LLCDowntown
Tim HemmenAmerican Pacific Reverse MortgageFolsom
Trevor KernZeller Kern Wealth AdvisorsDowntown

CALENDAR

Folsom meets 2nd Thursday of the month

Roseville meets 2nd Tuesday of the month

Downtown meets 3rd Thursday of the month

Contact

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’re interested in exploring SPAN, please contact us to learn about our membership experience and mutual-fit application process: fill out this Form.