Each year in October, we are able to have some clients join us here on our campus. The intent is to express our gratitude and say “thank you” to clients on this small occasion and during other opportunities throughout the year, as we’re grateful for each and every household we get to work with. Yet each year I am humbled by the number of clients who are there to thank us. This year was no exception. I can share countless stories from the evening in which business owners thanked us for helping them network; where young doctors thanked us for helping them figure out how to repay that student loan while still starting their retirement savings; and where a family thanked us for helping them manage their tax liability on investments. Each of you has a story of accomplishment to tell, and we’re grateful for the opportunity to help you get there. You inspire all of us every day.
Here in the office, there are many updates and great pieces of news I’d like to share with you. 2014 marked Krilogy’s first appearance on the Inc. 5000 list of the country’s fastest growing businesses. This comes on the heels of our placement on the St. Louis Business Journal’s list of fastest growing companies in the area. Your support, along with our dedication to working hard and getting things done for you, has made these honors possible.
We also find ourselves in expansion mode here at Krilogy. We recently added a new financial advisor, Kevin Reynolds to our team. A talented young professional, Kevin has a passion for the highest level of service excellence. As we continue to grow our team, we recognized that our office space needed to expand along with it. This month, we’ll begin construction on an addition that we expect to be completed by January, 2015.
As we wind down the year and enter the holiday season, we reflect with gratitude on all we’ve accomplished together. On behalf of the entire Krilogy team, I wish you and your family Happy Holidays.
President and CEO