Professional Licenses & Certifications

California Licensed Professional Fiduciary, #399 (CLPF)
Licensed by the State of California, Professional Fiduciary Bureau
November, 2009

National Certified Guardian (NCG)
Certified by the National Guardianship Association
November, 2009

Professional Affiliations

Professional Fiduciary Association of California (PFAC)
2010 – present

National Guardianship Association (NGA)
2011 – present

Humboldt Del Norte Council on Estate Planning and ElderCare
2011 – present

Formal Education


California State University, Fullerton

Certificate in Professional Fiduciary Management for Trustees
Certificate in Professional Fiduciary Management for Conservators
March, 2010

Humboldt State University

Equivalent of second undergraduate major in Business Administration, Emphasis in Accounting
1998 – 2000

University of Oregon, Eugene
Major in General Science, Emphasis in Environmental Science

Bachelor of Science Degree, 1997

Arcata High School, Class of 1993
Student Body President
Captain, Varsity Basketball Team
Recipient of “Blanket A Award” (top graduating female senior in academics, athletics, leadership, and citizenship)

Employment

Hunter, Hunter & Hunt, CPA’s – Eureka, CA
Fiduciary Accountant & Fiduciary Tax Preparer
November 2009 – August 2011

Winzler & Kelly, Consulting Engineers – Eureka, CA
Contracts Coordinator & Risk Management Educator
May 2007 – June 2008

Hank’s Coffeehouse & General Store, Inc. – Bayside, CA
Founder, President, CEO
January 2004 – April 2007

Aalfs, Evans & Co., CPA’s – Eureka, CA
Staff Accountant, Tax Preparer, & Auditor
January 2000 – December 2003

Plaza Design – Arcata, CA
Finance Manager
January 1999 – December 1999

AmeriCorps – Division of Redding, CA
Environmental Educator, Primary Grade Level
1997/98 Academic Year

Community Activities



Arcata Bottom 4-H
Adult Leader, Club Treasurer Support
2014 – 2015

Bayside Grange
Member, Board of Directors
2004 – 2006

City of Arcata, Department of Recreation
Youth Basketball Team Sponsor, 2013
Youth Basketball Team Sponsor, 2013
Youth Basketball Coach:
5th/6th grade girls, 2013
3rd/4th grade boys, 2015
2013

Humboldt County 4-H Management Team
University of California Extension
Treasurer
2014/15, 2015/16

Humboldt Del Norte Council on Estate Planning and Elder Care
Planning Committee
2017 – present

Humboldt Swim Club
Business Sponsor
2012 – 2013, 2016 – present

Jacoby Creek Children’s Education Foundation
Business Sponsor
2012-13, 2017-18

Jacoby Creek School
Weekly Classroom Volunteer, 2006/07, 2008/09, 2009/10, 2011/12
6th Grade Girls Basketball Team Manager, 2012
Member, Athletic Program Advisory Committee
2013 – present

Rotary Club of Arcata
Rotary Club Co-Treasurer
Chair, Senior Citizen Thanksgiving Luncheon
Chair, Third Grade Student Dictionary Project
Chair, Arcata High School Interact Service Club
Chair, Club Holiday Party
2002 – 2009

Speaking Engagements

Humboldt-Del Norte Estate Planning & Elder Care Council
Presenter, “Avoiding Fiduciary Pitfalls of Trust Administration”
September 2011
Presenter, “Estate Planning in Action, From the Fiduciary Perspective”
May 2014

Humboldt State University, Business Department, Entrepreneurial Class
Presenter, “An Autobiography of My Business Ventures”
April 2010

Leave A Legacy — Women, Wealth & Wisdom Conference
Presenter, “Diffusing the Minefield of Family Dynamics”
May 2017



Personal & Professional References



Scott Hunt, CPA/ABV
Managing Partner, Hunter, Hunter, & Hunt
707.476.0674

Lisa Russ, Esquire
Owner, Russ Law Group
707.442.7877

Jason Eads, Esquire
Partner – Stokes, Hamer, Kirk, & Eads, LLP
707.822.1771

Scott Pesch, Real Estate Broker
Owner – Coldwell Banker Commercial Pacific Partners Real Estate
707.442.2222

Sharon Cissna
Rotary Club of Arcata
707.269.7329

Julie Fulkerson
Founder – Plaza Design; Former Supervisor, Humboldt Co; Former Mayor, Arcata & Trinidad
707.677.3750

Ginger Weber, CFP, Financial Advisor
President, Premier Financial Group
707-443-2741

Angela Petrusha, Esquire
Owner, Petrusha Law Firm
707-798-6030