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Category: WealthStone Staff

Karen Secrist

By Christa Nelson Posted on July 12, 2021 Posted in WealthStone Staff, Your WealthStone Team Tagged with Karen Secrist, WealthStone Financial Team
Karen Secrist

Karen Secrist joined WealthStone Financial as our Client Relations Specialist in August, 2016. As a passionate life-long learner, after raising her two sons, she returned to school to earn a degree in Accounting. As our Client Relations Specialist, Karen’s responsibilities …

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Mollie Marti

By Christa Nelson Posted on July 12, 2021 Posted in WealthStone Staff, Your WealthStone Team Tagged with Director of Operations, WealthStone Financial Team
Mollie Marti

Mollie Marti has served as Director of Operations since 2003. A native of Iowa, Mollie graduated first in her class from Loras College and with high distinction from the Iowa College of Law. After practicing law and clerking for a …

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