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 camaraderie.

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.

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

Managing Director, Norther California, Sanli Pastore & Hill

www.sphvalue.com
fvickery@sphvalue.com

Shannon Zajec, CEBS

Benefits Advisor and CEO, Employers Select Insurance Services Inc.

www.eselectins.com
Shannon@eselectins.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 Warren G. Bender Co.

www.wgbender.com
rguillen@wgbender.com

Lynda Dickey

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

vantaggiohr.com
ldickey@vantaggiohr.com

Ellwood L. Jones

President
Capital Region Financial Group, LLC

www.crfg-llc.com
ellwood@crfg-llc.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

MEMBERS

NameCompanyGroup
Adam BurschBender Rosenthal, Inc.Downtown
Alex SperryLaw Office of Alexander M. SperryDowntown
Anne MaskThird Coast Commercial Capital Inc.Downtown
Ben WebsterLittler Mendelson P.C.Downtown
Bill WrightStellar Business Ventures, Inc.Folsom
Brian BowenMurphy Austin Adams Schoenfeld LLPFolsom
Chris CottrellHoppe & Cottrell LLPFolsom
Cindy Coelho-BunkerRiver City Staffing, Inc. Folsom
Clare PriceOctainRoseville
Craig HettrichRenaissance Executive ForumsDowntown
Dave SmithCresaDowntown
Douglas CliffordNorthwestern Mutual Wealth Management CompanyRoseville
Ellwood JonesCapitol Region Financial GroupFolsom
Eric GrabinSAFE Credit UnionFolsom
Forrest VickerySanli Pastore & Hill Roseville
Ganesh KalyanaramanLaw Office of Ganesh Kalyanaraman, PCDowntown
Glen DrouinHarbor HR LLCRoseville
Graeme PlantCompass Pointe CapitalRoseville
Gretchen TobinProEquity Real Estate ServicesFolsom
James BatemanB2B CFODowntown
Janie Doucet ThompsonJD Thompson & Associates, LLCFolsom
Jeffrey PottsGold Country AdvisorsDowntown
Jeffrey StephensGaw Van Male, LLPRoseville
Jennifer ForesterC-Suite Solutions / Forester Purcell Stowell PC Family Law AttorneysFolsom
Joan MedeirosThe Medeiros Law Firm Downtown
Josh MichaelGNT SolutionsFolsom
Karen GoodmanGoodman Law CorporationRoseville
Kevin GunterAlternaFolsom
Kevin ValineEPIC Insurance Brokers and ConsultantsDowntown
Kris MapesPetersen & Mapes, LLPRoseville
Kristie KotaskaVeritas AccountingDowntown
Lila WallrichWallrich Creative CommunicationsDowntown
Lukas Clary
Weintraub TobinRoseville
Lynda DickeyVantaggio HR Ltd.Folsom
Matt KreheGilbert CPAsDowntown
Michael SneadSierra Consulting Services, Inc.Roseville
Mike CaselliF&M BankDowntown
Patricia HartmanHanson Bridgett LLPRoseville
Randy HendershotEvolution AdvisorsFolsom
Richard BoyerFirst Citizens BankDowntown
Roland GuillenBender Insurance SolutionsRoseville
Ronald CraneDCA PartnersRoseville
Sarah KloseVenture HRDowntown
Scott BennettColliers InternationalRoseville
Shannon ZajecESIS Inc.Roseville
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
Ted PoppingaSchuering Zimmerman & DoyleDowntown
Trevor KernZeller Kern Private Wealth AdvisorsDowntown
Vinny CatalanoAurthur J. Gallagher & Co.Downtown

CALENDAR

Folsom meets 1st Tuesday 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 would like to be considered for membership, please contact one of the group leaders.