Your CERTIFIED guide to
WEALTH BUILDING
Financial planning Services
Comprehensive planning from a CERTIFIED FINANCIAL PLANNER™ and their team to help you discover and plan for your financial goals.
investment management Services
Tailored investment strategies that align with your goals. We believe in a long-term approach to investing, focusing on building a portfolio that strives to weather market fluctuations.
Insurance, Tax services & More
Keep more of what you earn and preserve what matters most with our extensive tax preparation, mitigation, and insurance expertise.
Your Financial Future, Our Commitment
CERTIFIED FINANCIAL PLANNER® Karen Wearden
Reliable Experience and Independence
Karen Wearden and her associates have transitioned to an independent, team-based practice to deliver a robust client experience. With more options, you have the freedom to explore a broader range of financial strategies and planning tailored just for you.
Comprehensive Financial Services
We provide a comprehensive range of financial services tailored to both your personal and business needs, all conveniently available under one roof. Whether you need help with retirement planning, tax strategies, estate planning, or investment management services, our team of professionals can guide you every step of the way.
Transparency and Trust
We believe in building long-term relationships based on trust and transparency, which is why we strive to prioritize your best interests. We provide regular updates and clear communication on your investments and financial plans, so you can stay informed and confident in your financial decisions.
MEET
KAREN
Karen M Wearden, CFP®, Chfc®, AAMS™, CRPC™
Everyone deserves financial advice and coaching that can help keep them on track. Since 2015, I have served as a financial advisor, and in 2024, I established my independent practice — Wealth Market.
Drawing on my background as a former college athlete with a passion for coaching, I adopt a supportive and encouraging approach to guiding both my clients and my team toward success.
MEET
LAURIE
laurean M Rinck
I bring over two decades of experience in the financial industry to my role as a Relationship Manager at Wealth Market. With a strong foundation built from 15 years on Wall Street and subsequent expertise in trust management at a major bank, I excel at understanding and addressing the complex needs of my clients.
My primary focus is to coordinate the Wealth Market team to deliver tailored financial solutions, ensuring that every client’s financial life is thoughtfully orchestrated.
MEET
JULIEN
Julien Mattioli
As Operations Manager, Julien oversees the systems, technology, and day-to-day operations that keep Wealth Market running efficiently. He manages internal workflows, coordinates with custodians and home office support, and handles the firm’s bookkeeping and financial systems.
MEET
JODI
JOdi Rudd
In her role as Senior Financial Planner at LPL Financial, Jodi supports Wealth Market where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Jodi partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Wealth Market.
Jodi’s career in financial services started in 2014. Jodi received her Bachelor of Science from the University of Wyoming and is a CFP® practitioner.
Jodi lives in Wyoming and enjoys traveling, skiing, and getting outside in her free time.
MEET
VINCENT
VINCENT SCHRUMP
Vincent Schrump is a CFO Strategist based in Fort Mill, SC, partnering with advisors to deliver financial analysis, strategic planning, and valuation‑driven insights. He joined LPL in 2021 and has since supported more than 100 advisor relationships, helping enhance the CFO Solutions onboarding process and financial modeling framework.
With over a decade of experience across insurance, wealth management, and finance, Vincent holds a B.S. in Business Administration from UNC Charlotte, Series 7 and 63 licenses (held with LPL), and is a CERTIFIED FINANCIAL PLANNER®. He is a graduate of the McKinsey & Co. Leader Academy.
Originally from South Florida and now residing in Mooresville, NC, Vincent is an active member of the Financial Planning Association®, a dedicated weightlifter, jogger, and enjoys the outdoors.
MEET
MADISON
Madison Greene
Madison Greene is a Marketing Consultant at LPL Financial. She has over 7 years of marketing experience and is currently based in San Diego, California. She is part of a dynamic marketing solutions team, where she focuses on helping advisors grow their businesses through smart, strategic marketing that enhances client experience and drives meaningful results. Madison brings both a strong professional foundation and a collaborative mindset to her work.