August Lunch & Learn: Executive DI with Iain MacDonald, dibrokerWest

Join us for our August virtual lunch & learn presentation with guest speaker Iain MacDonald, Regional Director of Sales for dibrokerWest in Northern California.

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2021 Annual SAHU Golf Tournament

Join us for the 2021 SAHU Annual Golf Tournament on Friday, May 21 at the Ridge Golf Course.

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SAHU Coffee Chat

Join SAHU for a special Coffee Chat & Legislative Update, via Zoom on Wednesday, April 21st at 12noon PST.

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Year in Review: 2019-2020

SAHU Board Induction Ceremony July 2019
The 2019-2020 SAHU Board of Directors. Featured (left to right): Dave Brabender, Angela Jones, Rosamaria Marrujo, Michele Meder, Marriette Lesley, Teresa Sale, Lisa Merzick, Teri Blake, Connie Correia, Carmen Perea, Samantha Siders, Alexis DeVorss, Josh Keller, David Fear, Jr.

The 2019-2020 SAHU Board Year was strong despite the onset of COVID-19 and resulting restrictions.

We started with our Board Induction Ceremony in July 2019 for 2019-2020 SAHU Board of Directors (see list below).

President Elect
Immediate Past President
Secretary / Treasurer
Community Service
Professional Development
Carrier Relations
Membership (Retention)
Membership (New)
Executive Director
Executive Director

Josh Keller
Samantha Siders
Alexis DeVorss
Carmen Parea
Alexis DeVorss
Cinnamon Trimpey
Michele Meder
Teresa Sale
Rosamaria Marrujo
Mariette Lesley
Connie Correia
Michele Dolce
Lisa Merzick
Teri Blake
Angela Jones
David Brabender
Jeannie Burns
Helen Ornellas

On July 9, 2019, our chapter hosted a fun Vanguard Family Movie Night event, where chapter members attended with their families for food and fun for all at a local outdoor venue. The event was sponsored by LISI and hosted by the Vanguard team.

In November 2019, we successfully held our Annual Toy Drive to benefit the River Oak Center for Children. We finished the year with our Annual Food Drive and Chili Cook-off in December, bringing together chapter members to enjoy the holidays and support the Sacramento Food Bank.

Our January 2020 Annual Crab Feed was one of our best ever, with over 400 attendees and a record-setting Live Auction to help raise funds for our chapter and related charitable causes.

SAHU Members at the 2020 SAHU Crab Feed
SAHU Members at the 2020 SAHU Crab Feed

Prior to the COVID-19 shutdown, SAHU Members & Board Chairs attended the NAHU Capitol Conference in Washington, D.C. from February 24-26, 2020.

SAHU Members at the 2020 NAHU Capitol Conference in Washington, D.C.
SAHU Members at the 2020 NAHU Capitol Conference in Washington, D.C.

We stood strong as a chapter as the world changed under COVID-19, altering our meetings and events to keep our members and community safe. We took member meetings to Zoom to allow attendees to stay connected, as well as provided ongoing professional development and training with CE courses.

We closed our Board Year with participation in the NAHU Annual Convention in June, held virtually for the first time as well. Members attended virtual sessions and networked with fellow professionals.

Our awards and certifications from this year included winning the 2020 Pacesetter Award for the sixth year in a row, and being NAHU Gold Certified for the fourth continuous year.

2020 SAHU pacesetter award
SAHU 2020 gold certified


Looking ahead to next year, we are dedicated to maintaining our chapter, ongoing education, fundraising and events as much as possible in the face of COVID restrictions. Our members are proud to keep working for the betterment of the health, financial and retirement needs of our local community and all Californians through our education, advocacy, legislation and professional development.


Josh Keller
SAHU President, 2019-2020


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