About Alison

I am a University of California at Davis graduate with a broad range of customer service, medical and office experience.  In 2021, I abruptly switched my career path from helping animals in a veterinary setting to helping people as a fiduciary assistant so that I could be home to help take care of my mother and grandfather. In 2022, after the death of my mother and two grandparents within a two-year period, I dove into the fiduciary industry. As unfortunate as losing my loved ones was, It gave me an intense passion for what I do, and I understand how vital my work is for our community. 

I constantly continue to work to better myself and learn more than required to better aid my community and clients. My goal is to boost efficiency and overall productivity of my business to help keep my clients independent and in their homes as long as possible while saving them money!

Born and raised in Philo, California, a small town in Northern California (Mendocino County), my life revolves around my fur-kids and serving our community.

I grew up in Anderson Valley, California and after Graduation from Mendocino High school, I was accepted into the Animal Science program at UC Davis on the pre-veterinarian route. After three years at UC Davis, I realized that the career that I had dreamed of my whole life, was not going to be everything that I had hoped for. I switched my major to Animal Science and Management and focused on business management courses for the last year and a half of my career at UC Davis. 

During my final year at UC Davis in 2019, my grandfather began having a severe onset of Parkinson's disease as well as inability to care for himself, and my mother's cancer had returned for the second time after an almost 20-year remission. She was able to fight through treatments and was in remission for another year. In this time, I finished school and move closer to home so that I was available to help with my grandfather's care. For a year I worked as a veterinary clinic operations supervisor. During this time, my grandmother was admitted to the hospital after sustaining injuries from a fall and passed away soon after. 

In 2021, my mother found out that her cancer had returned for a third time and began chemo treatments while continuing to take care of my grandfather. My mother always inspired me to take care of others even when I was going through my own difficulties. My grandfather passed away in 2021 and my mother's battle with cancer worsened. I moved back home so that I could be closer to her and assist in her medical care. 

At this time, I found a part-time job at Mendocino Fiduciary as an office assistant, unaware of what a fiduciary was or did. I soon started working part time and helped take care of my mother part time. I fell in love with our clients and the work that we did in the office, so I began taking classes and working toward my license. My mother continued to decline in 2021 and passed away in March 2022. The grief that my family went through during these two years and the events that unfolded only solidified my career path. I realized that there were many ways that I would be able to help others in my community who were going through similar stress and grief with their loved ones. 

In March 2023, I obtained my California and National Professional Fiduciary License as well as my certification as a Nationally recognized Guardian. In May 2023, I began setting up my own business and spreading the word about the services that I could offer. On June 1, 2023, I officially began my own business, and I am now proudly accepting new clients.

California Professional Fiduciary License

Achieved March 2023

Nationally Certified Guardian

Achieved March 2023

PFAC Professional Fiduciary Pre-licensing Program

PFAC Online Academy

Completed July 2022

Bachelor of Science in Animal Science and Management

University of California at Davis - Davis, CA

2014 to March 2019

Relevant Courses: Business Writing, Organization Management, Personal Finance, 

Farm & Rural Residential & Resources Appraisal, Personal Accounting, Managerial Accounting

Graduate

Mendocino High School - Mendocino, CA

2010 to June 2014

Fiduciary Administrative Office Assistant

September 2021 to July 2023

• Assist owner in managing 33+ clients with their healthcare, financial and other affairs

• Meet with clients in the office and in their homes to collect information and discuss any obstacles

• Troubleshoot, problem solve and manage day-to-day operations for the office

• Facilitate vendor account changes for client accounts and authorize employer in her specified role for the account

• Research and execute various documents necessary for estate administration or pertaining to acting as POA for clients

Veterinary Operations Supervisor/ Customer Service Representative

October 2020 to August 2021

• Work with 2-4 other receptionists to handle up to 700+ phone calls, text messages and email inquiries per day

• Assist in managing an active client list of 12,000+. Enlist new clients and practice triage type scheduling

• Pull, file, email, fax and review charts daily, ensuring file quality and organization

• Proficient at researching, preparing and executing various documents

Assistant Store Manager

February 2019 to September 2020

• Drive metrics and determine areas for improvement to improve overall store success

• Make management decisions and perform all daily store operations without a manager present

• Manage and respond to incoming inquiries from customers pertaining to store function, concerns and complaints

• Show initiative in team performance by enforcing task completion and completing write-ups as necessary while coaching a team of 18 individuals to improve both individual and store performance

●      QuickBooks ●   Quicken ●       Management Experience ●      Organizational Skills

●      Accounting ●      Office Experience ●       Event Planning ●   In-home Medical Care

●      Recruiting ●      Payroll ●       Hospitality ●      Medication Administration

●   Real Estate ●   General Investing ●       Time Management ●      Project management