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 Elder Care
2011–Present
Formal Education
California State University, Fullerton – Fullerton, California
Certificate in Professional Fiduciary Management for Trustees
Certificate in Professional Fiduciary Management for Conservators
March, 2010
Humboldt State University – Arcata, California
Equivalent of second undergraduate major in Business Administration, Emphasis in Accounting
1998–2000
University of Oregon – Eugene, Oregon
Bachelor of Science Degree, 1997
Major in General Science, Emphasis in Environmental Science
Arcata High School, Class of 1993
Student Body President
Captain, Varsity Basketball Team
Recipient of “Tiger A Award” (top graduating female senior in academics, athletics, leadership, and citizenship)
Employment History
Hansen & Pereira, Professional Fiduciaries – Eureka, CA
Managing Partner
October 2013–Present
Lisa K. Hansen, Professional Trustee & Executor – Eureka, CA
Fiduciary Services
December 2009–September 2013
Hunter, Hunter & Hunt, CPA’s – Eureka, CA
Fiduciary Accountant & Fiduciary Tax Preparer
November 2009–August 2011
Lisa K. Hansen, Eldercare Financial Services – Bayside, CA
Daily Money Management (part-time)
September 2008–December 2009
Winzler & Kelly, Consulting Engineers – Eureka, CA
Contract 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 Club
Adult Leader, Club Treasurer Support, 2014/15, 2015/16
Arcata High School
Site Council Member, 2022/23, 2023/24
Bayside Grange
Member, Board of Directors
2004–2006
City of Arcata, Department of Recreation
Youth Basketball Team Sponsor, 2013
Youth Basketball Coach – 5th/6th grade girls, 2013; 3rd/4th grade boys, 2015
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
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, 2013–2018
Northern Humboldt Union High School District
Athletic Advisory Committee, 2023/24
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, Eureka, CA
Presenter, “Avoiding Fiduciary Pitfalls of Trust Administration”, September 2011
Co-Presenter, “Estate Planning in Action, From the Fiduciary Perspective”, May 2014
Co-Presenter, “Don’t Shoot Yourself in the Foot – CA Gun Law & Estate Planning”, November 2018
Presenter, “Forms that Function – Drafting Recommendations from the Trenches”, November 2019
Humboldt State University, Business Department, Entrepreneurial Class, Arcata, CA
Presenter, “An Autobiography of My Business Ventures”, April 2010
Leave A Legacy – Women, Wealth & Wisdom Conference, Eureka, CA
Presenter, “Diffusing the Minefield of Family Dynamics in Estate Planning”, May 2017
Moving to Mastery – Special Needs Planning Symposium, Napa, CA
Co-Presenter, “Complying with the SNT Trustee’s Reporting, Record Keeping, & Accounting Duties”,
February, 2023
Professional Fiduciary Association of California
Presenter, “Forms that Function – Drafting Recommendations from the Trenches”, April 2021 Webinar
Personal and Professional References
Scott Hunt, CPA/ABV
Managing Partner – Hunter, Hunter, & Hunt • (707) 476-0674
Angela Petrusha, Esquire
Owner – Petrusha Law • (707) 798-6030
Ginger Weber, CFP, Financial Advisor
President – Premier Financial Group • (707) 443-2741
Scott Pesch, Real Estate Broker
Owner – Coldwell Banker Commercial Pacific Partners Real Estate • (707) 442-2222
Julie Fulkerson
Founder – Plaza Design; Former Supervisor – Humboldt Co; Former Mayor – Arcata & Trinidad, CA (707) 677-3750