Stefan Christensen
With extensive experience in both financial advisory and commercial finance, Stefan Christensen has built a reputation for excellence. He has worked with business owners across the United States, leveraging his expertise to guide clients through complex financial decisions. Stefan’s career is marked by a commitment to helping others and achievement. He holds a B.A. in […]
Ericka Van Hook
Ericka Van Hook has been with WealthStone for 20 years. Her responsibilities include the processing, follow-up and completion of all paperwork, answering client questions and keeping the office updated with compliance/industry requirements. Her dedication, unparalleled work ethic and commitment to excellence set her apart. She frequently is praised by our clients for her outstanding service. […]
Monte Marti
Firm president, Monte S. Marti, has helped clients take control of their financial futures for two decades. He specializes in asset allocation analysis, diversification, and risk management. A former commodities trader and an award-winning agent with The MONY Group, Monte is a Registered Representative and Financial Advisor for Osaic Wealth, Inc. He holds Series 6, […]
