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
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
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
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
Presenter, “Don’t Shoot Yourself in the Foot – CA Gun Law & Estate Planning”
November, 2018
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
Angela Petrusha, Esquire
Owner, Petrusha Law
707.798.6030
Jason Eads, Esquire
Partner, Stokes, Hamer, Kirk, & Eads, LLP
707.822.1771
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 County
Former Mayor, Arcata & Trinidad, CA
707.677.3750