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 include hospitality, client communication, scheduling, and administrative support. Karen enjoys spending time with family, especially […]
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. […]
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 federal judge for several years, Mollie returned to the University of Iowa for a Ph.D. […]
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 with Securities America, Inc. and a Financial Advisor for Securities America […]
