Krilogy Financial

Stephen Green and Kristin Fomon Listed Among St. Louis’ Best Wealth Advisors

Krilogy® is pleased to announce that Partner, Senior Vice President & Wealth Advisor Stephen Green and Senior Wealth Advisor Kristin Fomon have been named to the 2022 St. Louis Small Business Monthly list of the region’s best wealth advisors, as nominated by readers. Green, CFP®, CPWA® joined the team in 2016 when he merged the firm he had owned for…

Read More→

Krilogy Financial

Krilogy® Names Two New Partners

Krilogy®, an independent wealth management firm with $2 billion in assets, has named Andrew Forrester and Kevin Reynolds as its newest partners. Both Forrester and Reynolds joined Krilogy® in 2014, quickly advancing into leadership roles while growing their own practices and supporting the team of advisors in their professional development. Krilogy® now has a group of 13 partners with the…

Read More→

Ben Orris

Welcome, Ben Orris

Krilogy Tax is excited to announce the hire of Certified Public Accountant, Ben Orris. Ben brings over a decade of individual and business tax experience to the Krilogy Tax team. The comprehensive planning philosophy at Krilogy creates the perfect arena for Ben’s experienced background where the connection between financial advisor and tax planner is paramount. Prior to joining Krilogy, Ben…

Read More→

Krilogy Financial

Krilogy® Names Four New Partners

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has named Steve Green, CFP®, CPWA®, Bill Pohrer, JD, CPA, CFP®, Michael Brown, CEPA, and Tom Lewis, JD, as the firm’s newest partners. This year’s expansion of the team of partners is reflective of Krilogy’s growth, which has ushered in the opening of new locations, addition…

Read More→

Deanna Kaber

Director of RIA Operations DeAnna Kaber, AWMA®, FPQP™ Joins Krilogy®

Krilogy®, an independent wealth management firm with $1.7 billion in assets, continues to grow its wealth services team with the addition of DeAnna Kaber in the role of Director of RIA Operations. Kaber brings an extensive RIA background to Krilogy, which includes experience both as a wealth manager and operations director for large and fast-growing firms. Throughout her career, Kaber…

Read More→

Ryan Powers

Krilogy® Continues to Grow its Team of Senior Wealth Managers with the Addition of Ryan Powers, CFP®

Krilogy®, a St. Louis-based wealth management firm with more than $1.5 billion in assets, is pleased to announce the addition of Ryan Powers, CFP® to its team of Senior Wealth Managers. Powers is the latest financial professional to join Krilogy® in recent weeks as the firm expands in all areas of wealth planning, investment management, and client service. Powers holds…

Read More→

Michael Cook

Michael Cook Joins Krilogy® as Advisory Operations Associate

Krilogy®, a $1.5 Billion independent wealth management firm, announced Michael Cook as the newest member of their investment advisory operations team this week, filling the role of Advisory Operations Associate. Cook, a Chicago native who relocated to St. Louis to complete his education, will work in his role to turn client and advisor requests into reality. Krilogy® Partner and Portfolio…

Read More→

Tom Lewis

Krilogy® Counsel and Chief Compliance Officer Tom Lewis Named a Top Executive in St. Louis

St. Louis Small Business Monthly, a publication which provides information and insights to the region’s business and entrepreneurial community, has named Tom Lewis among the 2020 Top Executives in St. Louis. Lewis, who serves as Counsel and Chief Compliance Officer, joined Krilogy® in 2016 as the firm continued its rapid growth pace and found the need for enhanced legal and…

Read More→

Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

Krilogy® continues to grow its team of advisors with the addition of Associate Wealth Advisor, Bryce Dalrymple, in the firm’s Creve Coeur office. Dalrymple joins Krilogy with experience in corporate recruiting for the construction, architecture and engineering fields, as well as collegiate recruiting. Dalrymple began his relationship with Krilogy® as a client. He became well acquainted with the firm, gained…

Read More→

Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

Read More→