About Us
Sacramento Professional Advisors Network (SPAN) connects seasoned, diverse, and collaborative professional service providers in a peer group that fosters referral relationships for business success and sustainability.
Elevating Business, Relationships, and Community
SPAN is committed to creating an inclusive and positive experience for members to elevate business, relationships, and community as we work together for the benefit of each other, our clients, and our region.
SPAN is a non-profit organization with a vetted membership of more than 60 accomplished advisors, including attorneys, CPAs, financial professionals, marketing consultants, and specialty business advisors. Our culture is nurtured by enterprising professionals, who are givers by nature, and want to create authentic relationships for business success. We host regular monthly meetings for professional growth and quarterly mixers to give our members opportunities to socialize, network, and build camaraderie. Learn more in our video:
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
- Social and community events throughout the year to build camaraderie

LEADERSHIP
James Bateman
CO-FOUNDER
EMERITUS MEMBER
Gretchen Tobin
Director, Leasing & Sales
KW Commercial
gretchentobin@kw.com
2023 CHAIR
Mike Caselli
mjcaselli@comcast.net
2023 VICE CHAIR
Kristina Mapes
Partner
Petersen & Mapes, LLP
kris@p-mcpas.com
TREASURER
JOHN JOYCE
Financial Advisor/401k Consultant, Iron Point Advisors
john.joyce@ironpointadvisors.com
FOLSOM GROUP LEADER
Dave Smith
Director of Brokerage Services
Avison Young
j.david.smith@avisonyoung.com
DOWNTOWN GROUP LEADER
Shannon Zajec
Managing Partner, Employers Select Insurance Services, Inc.
shannon@eselectins.com
ROSEVILLE GROUP LEADER
Dr. Janice Doucet Thompson
Executive Leadership Coach
JD Thompson & Associates, LLC
janice@jdthompsonassoc.com
Randy Hendershot
CEO, Business Intermediary
Evolution Advisors Business Brokerage
GROUPS
MEMBERS
Members
Name | Company | Group |
---|---|---|
Alex Sperry | Law Office of Alexander M. Sperry | Downtown |
Ann Bouchard | Bouchard Communications Group | Roseville |
Ben Webster | Littler | Downtown |
Bill Wright | Stellar Business Ventures, Inc. | Folsom |
Brian Bowen | Murphy Austin Adams Schoenfeld LLP | Folsom |
Brian Gladden | Strategy & Innovation Institute (Si2) | Roseville |
Brian Granucci | Granucci Law Office | Downtown |
Cheryl Cobbin | Cheryl Cobbin Business Solutions | Folsom |
Christina Dixon | Aecus Law | Roseville |
Dave Smith | Avison Young | Downtown |
David Little | Fortis Telecom | Folsom |
Derek Decker | Krogh & Decker, LLP | Roseville |
Elizabeth Jackson | Delfino Madden | Downtown |
Eric Grabin | SAFE Credit Union | Folsom |
Fabricio Solis | Asset Commercial Credit | Roseville |
Forrest Vickery | Sanli Pastore & Hill | Roseville |
George Usi | Omnistruct Inc. | Roseville |
Gretchen Tobin | KW Commercial | Folsom |
Heather Johnston | Sapphire Law Group | Folsom |
James Bateman | James E. Bateman Advisory Services | Downtown |
Janice Doucet Thompson | JD Thompson & Associates, LLC | Folsom |
Jeffrey Potts | Gold Country Advisors | Downtown |
Jeffrey Stephens | Gaw Van Male, LLP | Roseville |
Jennifer Forester | Business Development & Marketing Coach for Lawyers | Folsom |
John Joyce | Iron Point Financial Advisors | Folsom |
John Lockwood | CAPTRUST | Roseville |
Jon Peters | The Burton Law Firm | Roseville |
Joyce Hettrich | The Hettrich Group | Roseville |
Justin Borrowdale | Weintraub Tobin | Folsom |
Karen Goodman | Goodman Law Corporation | Roseville |
Kathleen Toschi | Edward Jones | Downtown |
Kevin Valine | EPIC Insurance Brokers and Consultants | Downtown |
Kris Kennedy | Columbia Bank | Roseville |
Kris Mapes | Petersen & Mapes, LLP | Roseville |
Kristie Kotaska | Veritas Accounting | Downtown |
Lars Bechert | DCA Partners | Folsom |
Laura McHugh | Duggan McHugh Law Corp. | Folsom |
Lila Wallrich | Wallrich Creative Communications | Downtown |
Lisa Gallegos | AssuredPartners | Downtown |
Lukas Clary | Weintraub Tobin | Roseville |
Mark Kansier | Paylocity | Folsom |
Mark Woollgar | Adams Woollgar Financial Services LLC | Downtown |
Matt Krehe | Gilbert CPAs | Downtown |
Melissa Yano | Capital Region Financial Group | Roseville |
Melodie Barger | Z&B, LLP - Certified Public Accountants | Folsom |
Michael Snead | Sierra Consulting Services, Inc. | Roseville |
Michael St. Angelo | Corporate Tax Incentives | Folsom |
Mike Caselli | SPAN Vice Chair | Downtown |
Misty Elmore | People Rock HR Services, Inc. | Folsom |
Patrick Ryan | Eureka Performance Training | Roseville |
Randy Hendershot | Evolution Advisors Business Brokerage | Folsom |
Roland Guillen | Bender Insurance Solutions | Roseville |
Ronda Herman | Summit Health Insurance Services | Folsom |
Scott Bennett | Colliers International | Roseville |
Seth Gewirtz | SNG Financial Inc. | Roseville |
Shannon Zajec | Employers Select Insurance Services, Inc. | Roseville |
Sheila Carroll | Carroll & Associates | Downtown |
Steve Morgan | New York Life | Downtown |
Steve Romeo | Central Valley Community Bank | Roseville |
Telly Tasakos | Insperity Services LLC | Downtown |
Tim Armstrong | Riptide Sales Advisory, LLC | Downtown |
CALENDAR
Folsom Group
Monthly, second Thursday
7 – 9 am
Rotating Virtual (Zoom) / In-person Locations
Roseville Group
Monthly, second Tuesday
7:45 – 9:30 am
In-person Location
Downtown Group
Monthly, third Thursday
7 – 9 am
In-person Location
Contact
SPAN members are committed to expanding their knowledge and networks of high caliber professionals.
Our Membership Benefits include:
- Continuing Education through high-quality speakers on a wide range of professional topics: business development, sales, IT, business operations, accounting, and legal areas.
- Professional Growth – Learning from, educating, and collaborating with each other.
- Business Development – Creating opportunities for mutual referrals and connections.
- Network Expansion – Growth through access to members’ knowledge bases and professional connections.
- Access to Professional Resources – Needs, Deals, Wants
If you’re interested in exploring SPAN involvement, please reach out to a current member in your circle of influence to learn about our network experience and mutual-fit application process. Visit our member directory.

© 2020 Sacramento Professional Advisors Network