Connecting trusted professionals for growth, collaboration and mutual business success.

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:


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


James Bateman



Gretchen Tobin

Director, Leasing & Sales
KW Commercial

2022 CHAIR

Mike Caselli

Vice President, Treasury Relationship Manager, F&M Bank


Bill Wright




Kristina Mapes

Petersen & Mapes, LLP



Financial Advisor/401k Consultant, Iron Point Advisors


Dave Smith



Shannon Zajec

Managing Partner, Employers Select Insurance Services, Inc.


Dr. Janice Doucet Thompson

Executive Leadership Coach
JD Thompson & Associates, LLC

Sheila Carroll

Carroll & Associates, PC

Roland Guillen

Account Executive/Partner
Bender Insurance Solutions

Eric Grabin

Business Development Officer
Safe Credit Union

Randy Hendershot

CEO, Business Intermediary
Evolution Advisors Business Brokerage



Adam CohenASTDowntown
Alex SperryLaw Office of Alexander M. SperryDowntown
Ann BouchardBouchard Communications GroupRoseville
Ben WebsterLittlerDowntown
Bill WrightStellar Business Ventures, Inc.Folsom
Brian BowenMurphy Austin Adams Schoenfeld LLPFolsom
Brian GladdenStrategy & Innovation Institute (Si2)Roseville
Brian GranucciGranucci Law OfficeDowntown
Cheryl CobbinCheryl Cobbin Business SolutionsFolsom
Christina DixonAecus LawRoseville
Dave SmithCresaDowntown
David LittleFortis TelecomFolsom
Derek DeckerKrogh & Decker, LLPRoseville
Elizabeth JacksonDelfino MaddenDowntown
Eric GrabinSAFE Credit UnionFolsom
Fabricio SolisAsset Commercial CreditRoseville
Forrest VickerySanli Pastore & Hill Roseville
George UsiOmnistruct Inc.Roseville
Gretchen TobinKW CommercialFolsom
Heather JohnstonSapphire Law GroupFolsom
James BatemanJames E. Bateman Advisory ServicesDowntown
Janice Doucet ThompsonJD Thompson & Associates, LLCFolsom
Jeffrey PottsGold Country AdvisorsDowntown
Jeffrey StephensGaw Van Male, LLPRoseville
Jennifer ForesterLegal Marketing & Business CoachFolsom
John JoyceIron Point Financial AdvisorsFolsom
John LockwoodCAPTRUSTRoseville
Jon PetersThe Burton Law FirmRoseville
Justin BorrowdaleWeintraub TobinFolsom
Karen GoodmanGoodman Law CorporationRoseville
Kathleen ToschiEdward JonesDowntown
Kevin ValineEPIC Insurance Brokers and ConsultantsDowntown
Kris KennedyColumbia BankRoseville
Kris MapesPetersen & Mapes, LLPRoseville
Kristie KotaskaVeritas AccountingDowntown
Laura McHughDuggan McHugh Law Corp.Folsom
Lila WallrichWallrich Creative CommunicationsDowntown
Lisa GallegosAssuredPartnersDowntown
Lukas Clary
Weintraub TobinRoseville
Mark KansierPaylocityFolsom
Mark WoollgarAdams Woollgar Financial Services LLCDowntown
Matt KreheGilbert CPAsDowntown
Melissa YanoCapital Region Financial GroupRoseville
Michael SneadSierra Consulting Services, Inc.Roseville
Michael St. AngeloCorporate Tax IncentivesFolsom
Mike CaselliF&M BankDowntown
Misty ElmorePeople Rock HR Services, Inc.Folsom
Patrick RyanEureka Performance TrainingRoseville
Randy HendershotEvolution Advisors Business BrokerageFolsom
Roland GuillenBender Insurance SolutionsRoseville
Ronda HermanSummit Health Insurance ServicesFolsom
Scott BennettColliers InternationalRoseville
Seth GewirtzSNG Financial Inc.Roseville
Shannon ZajecEmployers Select Insurance Services, Inc.Roseville
Sheila CarrollCarroll & AssociatesDowntown
Steve MorganNew York LifeDowntown
Steve RomeoCentral Valley Community BankRoseville
Telly TasakosInsperity Services LLCDowntown
Tim ArmstrongRiptide Sales Advisory, LLCDowntown


Folsom meets virtually on the second Thursday of each month

Roseville meets in person on second Tuesday of each month

Downtown meets in person on the third Thursday of each month


SPAN members are committed to expanding their knowledge and networks of high caliber professionals.

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 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.