Kristin B. Poole

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as a…

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From the Desk of the President, 2018 Volume Three

2018 and the Power of Discipline One of the things I appreciate about leading Krilogy is having the privilege of rubbing elbows with leaders of highly effective organizations. Those who are most successful have the ability to be disciplined, tune out distractions and focus on what is most important. Investing and wealth management require that same approach. 2018 has been…

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Krilogy 2019 Newsletter Volume Three

2018 Newsletter, Volume Three


Brett T. Siegfried

Krilogy Financial® Advisor Brett T. Siegfried Earns Chartered Life Underwriter Designation

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor and Team Lead Brett Siegfried has earned his Chartered Life Underwriter (CLU®) Designation from the American College of Financial Services. The CLU® was established in 1927, and is the insurance profession’s oldest standard of excellence….

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Krilogy Financial® Ranked on Entrepreneur Magazine’s 2018 Top Company Cultures List

For the second year in a row, Krilogy Financial® has been ranked on Entrepreneur’s Top Company Cultures1 list, a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures created in partnership with employee engagement platform and service provider Energage. Krilogy is ranked in the Small Business category for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly…

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Inc 5000

Krilogy Financial® Named to the Inc. 5000 Hall of Fame as a Five-Time Honoree

For the fifth year in a row, Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the Inc. 5000 list of the fastest growing companies in the United States based upon growth over a three year period. As a five-time honoree, Krilogy is now a member of the Inc. 5000 Hall…

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Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Andrew Shenberg, CFP®, AIF®, ChFC®

Team Member Spotlight: Portfolio Strategist Andrew Shenberg, CFP®, AIF®, ChFC®, 2018 Volume Two

Generosity is a cherished characteristic of a good team member. When one is generous with his time, knowledge, and overall desire to help others, those around him are inspired to serve and pursue excellence. Andrew Shenberg demonstrates that level of generosity, living the value of Abundance each day at Krilogy to support all to accomplish great things. Andrew joined Krilogy…

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Duo Mutt Strut

2018 Gateway Dragon Boat Festival & Duo Mutt Strutt, 2018 Volume Two

The Krilogy team has been busy in the community this year, supporting great local non-profits and a variety of causes. Just two examples of this commitment to service include the annual Dragon Boat Festival and the Duo Mutt Strutt. For the fifth year, the Krilogy team “Wake My Day” competed in the boat races that are an exciting part of…

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Two Financial Advisors, Practice Manager Join the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisors Michael Barbercheck and Thomas Berra. Both advisors will work in Krilogy’s Creve Coeur office, and come to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He…

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