Our Why


Client Centered


As a young widow, Christi Staib’s life was turned upside down simultaneously dealing with the grief of losing her husband and navigating her new financial reality alone and without direction.  Since 2003 Christi has committed her life to helping clients prepare for and manage their financial lives through triumph, heartache, success, love, divorce and personal tragedy.


Client Centered


As the former Chief Compliance Officer of a large broker-dealer, Mark Lontchar has seen well-intentioned advisors fail clients because the advisor focused on managing the client's assets and investments but failed to listen, learn and understand what's important to the client, what motivates the client and what concerns the client.

Together leveraging their experiences, Christi and Mark are redefining the relationship between client and financial advisor from one focused on INVESTMENTS to one focused on CLIENTS.