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 her grandchildren, outdoor recreation, gardening and baking.
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
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
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
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
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Monte S. Marti, CLU®, ChFC®, Registered Representative. Advisory services offered through Osaic Wealth. Monte S. Marti, Financial Advisor. WealthStone Financial, Inc. and the Osaic Wealth companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Insurance: AZ, CA, FL, GA, IA, IL, IN, ME, MN, MO, MS, NC, NE, OR, PA, SD, TX, VA, WI
Securities AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, ND, NE, NM,NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
RIA: IA, TX
