A few years ago, Krilogy Team Lead Michael Brown approached me with a vision, and a goal for what he wanted to accomplish at Krilogy. That goal was to open a second Krilogy office in his hometown, St. Charles County, where his roots run deep and he works hard to serve the community through a number of leadership positions and support of local non-profits.
Today we’re excited to announce that this goal has become a reality, and together we celebrate the official opening of Krilogy St. Charles. Michael will lead the group, serving as Krilogy St. Charles’ Director of Branch Operations. Brown will be joined by advisor Charles Schulz, as well advisor Amos Reed, a new addition to the Krilogy team. Krilogy St. Charles will continue to grow over the next eight to twelve months as we are actively recruiting new advisors.
As you know, Krilogy believes in “The Art of Accomplishment,” and we operate each day to support all in creating a plan and working towards the achievement of their goals. This applies to clients and team members alike, because we know that with a plan, hard work, and belief, anything is possible. We’re proud of this latest accomplishment and what it means for clients in terms of providing more convenient access, a physical presence, and support of the many great causes in the St. Charles County community.
Krilogy St. Charles will continue to leverage the teamwork of the entire Krilogy operation, providing a total wealth management experience not available elsewhere in the area. That means you have access to Krilogy’s team of financial analysts, technology to monitor your entire portfolio, and your advisor now closer than ever.
We invite you to visit the team at Krilogy St. Charles, and welcome the new office into the community. As always, we thank you for your support and trust, and we look forward to seeing you in St. Charles County.
President and CEO