Investment Fund Committee Members

2018 Roster

The Rt. Rev. Barry L. Beisner

Bishop of The Episcopal Diocese of Northern California

To learn more about the bishop, please click here.

Sharon Morrison
Member and Chair

Occupation: Wealth Advisor
Past and Present Church Service:
 • Faith Episcopal Cameron Park---Vestry member, Drama Team Director, Small Group Leader, Search Committee, Diocesan Convention Delegate, Education for Ministry (EfM) Mentor.
Investment and Other background:
 • Wealth Partner, TruNorth Wealth Partners, LLC, advising foundations, endowments, multi-generational families and high net worth individuals
 • Seattle Pacific University, Speech Communications
 • Certified Financial Planner
 • Accredited Investment Fiduciary
 • Theology Certificate, University of the South at Sewanee
 • Former trust officer and operations manager of regional bank

Tina M. Treis
 and Vice Chair

Occupation: Certified Public Accountant
Past and Present Church Service:
 • St. John’s Roseville: senior warden, vestry, member of finance committee
 • Investment Fund Committee member since 2012
Investment and Other Background:
 • California State University Sacramento, BS Accounting
 • Certified Public Accountant
 • Partner, Crowe Horwath LLP, a national public accounting firm
 • Sacramento State Foundation: member of Executive Committee
 • CSUS Sacramento Alumni Association: past president, life member, director

Robert E. Mohler 
Member and Secretary

Occupation: Financial and estate planner
Past and Present Church Service: 
 • St. Michael’s Carmichael: building fund campaign
 • St. Michaels Episcopal Day School: president, trustee
 • Episcopal Foundation of Northern California: director
 • Diocese of Northern California Investment Fund Committee: member since 1994
Investment and Other Background: 
 • California State University Sacramento: BS economics
 • Cetera Advisor Networks, LLC: registered representative, principal and advisory affiliate
 • International Association of Financial Planners: president of Sacramento Chapter

Jim Dodds

Occupation: Retired attorney
Past and Present Church Service:
 • St. James Church Newport Beach: senior warden, reader, vestry, Sunday school teacher
 • Trinity Church, Nevada City: endowment committee, finance committee, reader and chalice bearer
 • St. Michael's, Carmichael: vestry, finance Committee, chair of Friends of St. Michael's Endowment Fund, reader
Investment and Other Background:
 • Stanford BA Russian
 • USC Law School LLB
 • Member California Bar for 50 years
 • President Nevada County Land Trust
 • President Nevada City Theater Commission
 • Past Master, Nevada City Masonic Lodge
 • President Sacramento Wheelmen

Steve Huffman 

Occupation: Retired business executive
 Past and Present Church Service:
 • All Saints' Church, Sacramento: senior warden, junior warden, Sunday school chair and teacher, stewardship chair
 • Church Divinity School of the Pacific: chair of the board of trustees, chair of audit committee
 • Diocese of Northern California Investment Fund Committee: member since 2006
Investment and Other Background: 
 • Claremont Graduate University: Master’s Degree, Economics
 • Blue Diamond Growers: chair, investment committee for pension plan, assets of $44 million
 • Church Divinity School of the Pacific: member, investment committee for endowment, assets of $15 million

Elizabeth McClatchy

Occupation: Nonprofit Executive
Past and Present Church Service:
 • Trinity Cathedral, Sacramento: vestry, treasurer
 • Diocese of Northern California: Board of Directors, Standing Committee, Diocesan Council
 • Diocese of Northern California Investment Fund Committee: member since 2008
Investment and Other Background:
 • California State University Sacramento: BA mathematics
 • President & CEO of Safety Center Incorporated
 • Former bank director & chair loan committee, vice president of bank trust department

Kevin Scott

Occupation: Financial Advisor and Management Consultant
Past and Present Church Service:
 • All Saints Church, Sacramento: finance committee
 • St John’s Cathedral, Los Angeles: member
 • All Saints Church, Pasadena: member
 • Grace Cathedral, San Francisco: member
 • Church of the Advent, Boston: member
Investment and Other Background:
 • Goldman Sachs, Vice President
 • Public Resources Advisory Group, Managing Director
 • California Commission on State Finance, Executive Director
 • Norne, Inc., management consulting and financial advisory, President
 • Claremont McKenna College: B.A. Economics and Latin American Studies
 • Harvard Business School: Master in Business Administration
 • Harvard Kennedy School of Government: Master in Public Policy

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