Each year, team members choose a St. Louis area non-profit as the firm’s Krilogy® Cares Foundation partner, allowing the opportunity to rally around a common cause and make a substantial impact. This year, FamilyForward was chosen as the 2020 Krilogy® Cares partner. Despite a year in which traditional fundraising activities were not possible, the Krilogy® team got creative in the final stretch of the campaign to raise over $12,000 for FamilyForward.
Senior Wealth Advisor Mike DiSalvo, along with other team members, have been active supporters of the organization for many years. DiSalvo currently serves on FamilyForward’s Board of Directors, and has previously volunteered on the event committee, served as treasurer, and was a member of the Young Professionals Board. He inspired other Krilogy® team members to get involved over the years, and invited colleagues to join him in January at the organization’s annual gala, The Rocket Ball.
As the year progressed, social distancing and working remotely allowed for the opportunity to rethink how the team could reach their fundraising goals. Wealth Advisor Kristin Fomon, who co-chairs the Krilogy® 360 initiative for inclusion and diversity, led the charge with a six-week fundraising drive and a pledge for Krilogy® 360 to match donations. An additional match was offered by the Krilogy® Cares Foundation, bringing the final grand total raised to $12,750.
“This fall, I realized that the year was quickly winding down, along with our timeline to raise as much money as possible for FamilyForward,” said Fomon. “Every year, team members are always passionate about their support for our Krilogy® Cares partner. I knew if we put out the call, we’d get an overwhelming response. I’m so proud to be part of a team that cares so much about making an impact in the community.”
Krilogy® President and CEO Kent Skornia and Wealth Advisor Stacy Sloas, who co-chairs Krilogy® 360 with Fomon, presented the check to FamilyForward CEO Karen Nolte and Chief Development Officer Jessica Dederer on December 21st.
“Krilogy’s values of dedication, leadership and abundance were alive and in motion for this effort,” said Skornia. “Krilogizers are well known for serving others, putting in the hard work to get things done and focusing on accomplishment for the good of all. Everyone rose to the challenge and played an important role in making our 2020 Krilogy® Cares initiative for FamilyForward a success.”
FamilyForward moves vulnerable children in the direction of hope by delivering comprehensive therapeutic and educational services to support biological, foster, and adoptive families. The organization provides comprehensive services including trauma assessment, psychological evaluation, therapy, coaching and education, foster care and adoption case management, and therapeutic preschool.
Krilogy® is an independent wealth management firm known for putting in relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. From 2014 through 2018, Krilogy® was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2020. The firm was named among St. Louis’ “Best Places to Work” in 2018 by the St. Louis Business Journal for the fifth time. Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020. The firm was also recognized by the Women’s Foundation of Greater St. Louis in 2020 for demonstrating excellence in workplace gender equity. In 2017 and 2018, Krilogy® received a Top Company Cultures award from Entrepreneur Magazine. Krilogy® was also listed in the 2016, 2018, 2019 and 2020 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.