Matt Mercer

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

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Nikolaisen_Lucas

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Kristin 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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Krilogy Financial

Financial Advisor, Michael Barbercheck, Joins the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisor Michael Barbercheck, who will work in Krilogy’s Creve Coeur office. He comes 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 chose to begin his…

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Drew Forrester

Krilogy’s Andrew T. Forrester Earns CFP® 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 Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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Charles Schulz

Advisor Spotlight: Charles P. Schulz AIF® – 2018 Volume One

Dedication, Abundance and Leadership are core values that advisors at Krilogy live by, which is made apparent by the commitment and support the team give each other. These values are exceptionally clear in Financial Advisor, Charles Schulz. I first met Charles at Mizzou while speaking with soon-to-be-graduates about career opportunities. He was responsible for making sure fellow students were on…

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Dan Reilly

Krilogy Financial® Adds Financial Advisor Dan P. Reilly to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Dan P. Reilly to the team as a financial advisor. In his role, Reilly will assist with the development of wealth management strategies that leverage Krilogy’s best investment and portfolio practices to fulfill the needs of the client. “Dan brings…

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Krilogy Financial

Krilogy Named one of St. Louis’ Best Places to Work

Krilogy Financial® is pleased to announce that the firm has been named to the 2018 list of St. Louis’ Best Places to Work by the St. Louis Business Journal. This is the fifth time Krilogy has received the honor, which is awarded to companies who exemplify teamwork, communication, and a variety of other factors. Over 200 nominations were received for…

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Jacob Steingrubey

Krilogy’s Jacob D. Steingrubey Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Jacob Steingrubey has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Steingrubey has nearly 10 years of experience in the financial industry, and has been doing comprehensive financial planning for clients since…

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