Professional Licenses & Certifications

California Licensed Professional Fiduciary, #720 (CLPF)
Licensed by the State of California, Professional Fiduciary Bureau
August 2013

National Certified Guardian (NCG)
Certified by the National Guardianship Association
April 2013

Series 7/General Securities license (Inactive)
Certified by FINRA, previously known as the NASD

Series 63/ Uniform Securities Agent State License (Inactive)
Certified by FINRA, previously known as the NASD

Series 65/ Uniform Investment Adviser Representative (Inactive)
Certified by FINRA, previously known as the NASD

Professional Affiliations

National Guardianship Association (NGA)
2014 – present

Humboldt Del Norte Council on Estate Planning and Elder Care
2014 – present

Formal Education

California State University, Fullerton
Certificate in Professional Fiduciary Management for Trustees
Certificate in Professional Fiduciary Management for Conservators
August 2012

Humboldt State University
Bachelor of Science Degree, 1999
Major in Business Administration, Minor in Computer Information Systems

Amador Valley High School, Class of 1993

Employment

GHD – Eureka, CA (formerly Winzler & Kelly)
Procurement & Financial Analysis
October 2011 – March 2012

Winzler & Kelly, Consulting Engineers, Eureka, CA
Procurement & Financial Analysis
October 2007 – October 2011

SuddenLink Communications, Eureka, CA (formerly Cox Communications)
Financial Analyst & Warehouse Supervisor
April 2006 – October 2007

Cox Communications, Eureka, CA
Financial Analyst & Warehouse Supervisor
November 2003 – April 2006

Humboldt Bank, Eureka, CA
Financial Advisor
November 2002 – November 2003

Morgan Stanley, Eureka, CA
Financial Advisor
April 2001 – November 2002

Edward Jones, Fortuna, CA
Financial Advisor
January 2001 – April 2001

Merrill Lynch, Eureka, CA
Financial Advisor
June 1999 – January 2001

Community Activities

City of Arcata, Department of Recreation
Youth Basketball Assistant Coach, 1st Grade Boys
2013
Youth Basketball Assistant Coach, 3rd Grade Boys
2015

Mad River Youth Soccer League
Youth Soccer Assistant Coach for Boys Under 8
2013
Youth Soccer Head Coach for Boys Under 10
2014 & 2015
Youth Soccer Assistant Coach for Boys Under 11
2016
Youth Soccer Assistant Coach for Boys Under 12
2017
Youth Soccer Assistant Coash for Boys Under 13
2018
Youth Soccer Assistant Coach for Boys Under 14
2019

Personal & Professional References

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

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