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Board of Directors

Executive Committee

President – Board Chair
Robert E. Beaudry
Chief Operating Officer
California Primary Care Association

Megan Marcoux-Whitten
CPA, Accountant
Norman W. Marcoux, CPA, Inc.

Kristen Montgomery
Strategic Account Market Manager

Executive Committee Board Rep.
Seth Kaplan
Director | Private Wealth Management
RW Baird

Board Members

Teri Bennett
Director of Sales, North America Pension Transformation Practice
Accenture LLP

C. Brooks Cutter
Attorney at Law
Kershaw, Cutter & Ratinoff LLP

Billy Downing
CEO & Founder
ESM Group

Scott Gregory
Complex Sales Leader

Joseph R. Mendez
President and CEO
Goodwill of Sacramento Valley & No. Nevada

Shahriar Monfared
Managing Partner & President
Edgemont Station

Matthew Purcell
Forester Purcell Family Law Attorneys

Christopher L. Russell
Attorney at Law
Stoel Rives

Deana Smith
Vice President of Private Banking
BBVA Compass Bank

Sonya M. Smith
Senior Business Relationship Manager
Wells Fargo Business Banking

John A. Wickland, III
Wickland Corporation