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 […]
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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.
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RIA: IA, TX