Broker Check

Our Team

Get to know us; we are here to be there for you.

Wealth Advisors

Christi Staib

Christi Staib

Wealth Manager, President, Author, Public Speaker

(972) 608-2624

(972) 525-0232

Mark Lontchar

Mark Lontchar

Wealth Manager and Chief Operating Officer

813-355-6902

(972) 525-0232

Support Team

Missy  Billman

Missy Billman

Client Experience, Marketing, Social Media

(972) 608-2624

(972) 525-0232

Stacey Love

Stacey Love

Senior Client Service Representative

(314) 323-6101

(972) 525-0232