Karen Secrist

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 WealthStone Financial

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 WealthStone

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

Monte Marti WealthStone

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 and Financial Advisor for Osaic Wealth, Inc. He holds Series 6, […]