Krilogy News – May 2016

Krilogy Team Lead Nathan Holt Named Director of Advisor Development

Nathan Holt, Financial Advisor Team Lead, has been promoted to the role of Director of Advisor Development. Holt will expand his support and mentorship of younger associates to help them build their industry knowledge, as well as their practices within Krilogy. Since joining Krilogy in 2010, he has excelled, completing the Krilogy Advisor Development System, being named Team Lead to a group of advisors with over $50 million in assets under management, and earning the respect and loyalty of all. Holt is a graduate of the University of Missouri, and is actively involved in the First Tee of Greater St. Louis and Family Resource Center.

Krilogy Welcomes Two New Financial Advisors

The Krilogy team continues to grow with the addition of two new financial advisors, Nathaniel Gilman and Jacob Steingrubey. Gilman will serve as an advisor in Krilogy’s St. Charles office, which opened in June, 2015 under the leadership of Michael Brown. Gilman is a graduate of Lindenwood University, and actively serves his church, Matthias’ Lot in St. Charles. Steingrubey has worked in the financial services industry since 2008, and is an advisor in the Creve Coeur office. He graduated from the University of Missouri – St. Louis, and spends his free time with his growing family, updating their historic home and playing ice hockey. Welcome, Nathaniel and Jacob!

Pat O’Brien Named One of the Top 100 St. Louisans to Know

St. Louis Small Business Monthly has named Krilogy Senior Financial Advisor Pat O’Brien one of 2016’s Top 100 St. Louisans to Know. The honor focuses on recognizing standouts in the community who are committed to helping others succeed. Pat is well-known for his hard work on behalf of clients, and willingness to take on challenges that others can not. Pat has also been a recipient of the 5-Star Wealth Manager Award, and has earned his CFP® designation from the Certified Financial Planner Board of Standards, as well as his CFS® designation from the Institute of Business and Finance.

Security Reminder!

Don’t forget to reset all account passwords on both your business and personal accounts every 90 days. Security first!