Investment Fund

Investment Fund

Our Mission

Following the guidance of Jesus Christ, the Investment Fund Committee supports the mission, core values and vision of The Episcopal Diocese of Northern California and its congregations. The Investment Fund Committee helps provide continuity and growth for congregations in the Diocese by stewarding the funds of the Diocese entrusted to its care, serving as a custodian, prudently investing the funds for income and growth and providing loans to congregations and other diocesan entities to support their missions in the service of God. 

Investment Fund Committee Members  

Bishop of The Episcopal Diocese of Northern California

Learn more about the bishop here. 

Member and Chair

sharon.morrison@trunorthwp.com 

phone: 916-599-6875 

Occupation: Wealth Advisor  

Past and Present Church Service:  

  • Faith Episcopal Church, Cameron Park—Vestry member, Drama Team Director, Small Group Leader, Search Committee, Diocesan Convention Delegate, Education for Ministry (EfM) Mentor. 

Investment and Other Backgrounds:  

  • 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

Member and Vice-Chair

tinatreis1@gmail.com 

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 
  • Retired Partner, Crowe LLP, a national public accounting firm 
  • University Foundation Sacramento State, board chair
  • CSUS Sacramento Alumni Association: past president, life member, director

Member and Secretary

steve@huffmanstrategy.com 

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

Member

evmcclatchy@gmail.com 

Occupation: Nonprofit Executive, retired  

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

Member

pjuve@aol.com 

Occupation: Retired Business Executive

Past and Present Church Service:   

  • St. Mary’s, Napa: Sunday school teacher, Foundation committee, vestry, finance committee, Profile Committee.   
  • Episcopal Foundation of Northern California: Director and Chair of Board 

Investment and Other Background:   

  • The University of Texas, Austin BBA Accounting 
  • Golden Gate University, MS Taxation 
  • Chevron Corporation 34 years in accounting, finance, comptroller and operations 
  • Advisory Board member of non-profit providing services and work training programs to those dealing with homelessness, food insecurity, addiction and emergency services during times of disaster.

Click here to download an Investment Fund Committee Member Application.

Submit your completed application to Kati Braak (kati@norcalepiscopal.org)

Mail:
Episcopal Diocese of Northern California
c/o Kati Braak
350 University Avenue, Suite 280
Sacramento, CA 95825

Fax: 916-442-6927