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.
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
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
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
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
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Securities offered through Securities America, Inc., member FINRA/SIPC. Monte S. Marti, CLU®, ChFC®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Monte S. Marti, Financial Advisor. WealthStone Financial, Inc. and the Securities America 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, NC, NE, PA, SD, TX, WI
Securities AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, ND, NE, NH, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI
RIA: IA, TX
