

Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Special Needs Financial Considerations
- Retirement Income Strategies
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Special Needs Financial Considerations
- Retirement Income Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Community Outreach
- Golfing
- Camping
- Gardening
Team Members
Karen HouseworthAssociate Financial Advisor
Heather VonglakhoneSr. Branch Office Administrator
Airyanna BowenBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 01:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(707) 725-1112Fax
(888) 842-3578Office Address
3855 Rohnerville RdFortuna, CA 95540opens in a new window
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