Krilogy®, a St. Louis-based wealth management firm, has announced the addition of Karen J. Maurer and her all-female team of wealth professionals to the firm. Maurer, a former partner of Six Point Financial Group since 2014, has been named Partner and Senior Wealth Advisor at Krilogy and is joined by Paraplanner Cindy Stewart and Wealth Services Manager Lily Morley-Park, also formerly of Six Point Financial Group.
Maurer is a 25-year veteran of the financial services industry, focusing her practice on pre-retirees to streamline and simplify their financial lives to ensure they are on track and prepared to transition to retirement. Over the years, she gained a reputation for her communication style, addressing complex financial topics in a way that is understandable for clients, and helps them build confidence in their decision making. Maurer chose to continue her career with Krilogy to deepen her ability to serve clients and provide more opportunity and resources for her team.
“I’m incredibly excited to be part of the large team at Krilogy, where it’s part of the culture to share ideas and support one another,” said Maurer. “I love partnering with my clients, giving them peace of mind, simplifying their complex financial lives, and serving as a go-to resource for them. Joining Krilogy elevates our delivery of an exceptional client experience, one where we now have the in-house capabilities to care for each client’s entire financial picture from investing and portfolio management to tax and legal services. Everyone at the firm has welcomed us, which has taken my passion for what I do to new heights.”
The addition of the Maurer team, which follows on the heels of the Krilogy Texas and Virant teams joining the firm, brings another $145 million in assets to Krilogy.
“The teams we’ve added to Krilogy this year are made up of courageous and successful professionals who always put the client first and operate with a mentality of abundance and respect,” said Kent Skornia, President and CEO. “Karen and her team are amazing examples of this. She is smart and driven, which has made her a market leader in St. Louis, and she also wants to contribute in a team-based environment. While we are very deliberate in our additions at Krilogy, it was quickly evident that Karen and her team were the perfect fit for our values and culture.”
Krilogy continues to focus on building the wealth management firm of the future, fostering a culture driven by the values of abundance, dedication, leadership and respect while investing in value-add services and technology to enhance the client experience.
“We are always strategizing to be an industry leader in client service, partnering with our clients in a deeper and more meaningful way,” said Skornia. “We believe that providing value means more than just money management. We do that quite well, but we know that to truly serve clients, it takes planning, the creation of a well-balanced portfolio, and the comprehensive services that account for a client’s entire financial life. Krilogy has the team and resources to make this happen.”
About Krilogy and Krilogy Texas:
Krilogy® is an independent wealth management firm known for its relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm provides its advisors the ability to utilize an institutional-style approach, that incorporates a disciplined, dynamic rebalancing process with the goal of smoothing volatility in returns. Krilogy has three offices in the St. Louis region and formed Krilogy Texas in 2023 with an office in Dallas.
From 2014-2018 and in 2021-2022, 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 2014-2022. The firm was named among St. Louis’ “Best Places to Work” in 2021 by the St. Louis Business Journal for the sixth 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 recognized by the Women’s Foundation of Greater St. Louis in 2020, 2022 and 2023 for demonstrating excellence in workplace gender equity. In 2021 and 2023, the firm earned a spot among InvestmentNews’ annual list of the Best Places to Work for Financial Advisors. Inc. Magazine named Krilogy® among the nation’s Best Workplaces and the St. Louis Post-Dispatch recognized the firm among region’s Top Workplaces from 2021-2023. 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.
Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Krilogy Texas is a brand name operating under Krilogy and its registration. Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.