Ryan Powers

Krilogy® Continues to Grow its Team of Senior Wealth Managers with the Addition of Ryan Powers, CFP®

Krilogy®, a St. Louis-based wealth management firm with more than $1.5 billion in assets, is pleased to announce the addition of Ryan Powers, CFP® to its team of Senior Wealth Managers. Powers is the latest financial professional to join Krilogy® in recent weeks as the firm expands in all areas of wealth planning, investment management, and client service. Powers holds…

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Breonna Clemons Joins Krilogy’s Investment Advisory Team

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

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Josh Willbrand

Krilogy Financial’s® St. Charles County Office Adds Josh Willbrand to its Team of Financial Advisors

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently welcomed Josh Willbrand as the latest addition to the team of financial advisors in its St. Charles County Office. In his role, Willbrand will support the creation of comprehensive financial plans, focusing on client needs and leveraging the vast tools and resources of…

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Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Krilogy Financial

Financial Advisor, Michael Barbercheck, Joins the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisor Michael Barbercheck, who will work in Krilogy’s Creve Coeur office. He comes to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He chose to begin his…

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Dan Reilly

Krilogy Financial® Adds Financial Advisor Dan P. Reilly to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Dan P. Reilly to the team as a financial advisor. In his role, Reilly will assist with the development of wealth management strategies that leverage Krilogy’s best investment and portfolio practices to fulfill the needs of the client. “Dan brings…

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Jake Thornton

Krilogy Welcomes Financial Advisor Jake Thornton

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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Sheila Moran

Sheila Moran Joins Krilogy Financial® – April 2017

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Sheila Moran to the firm as Assistant to the Director of Operations. In this position, she will work closely with Krilogy Partner and Director of Operations, Jaime Shelton, supporting the team and facilitating operations, internal processes, and vendor communications. “Sheila comes…

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Hanh Nguyen

Krilogy Financial® Welcomes Financial Advisor Hanh Nguyen

St. Louis, MO- Krilogy Financial®, a St. Louis-based financial services firm, has added Hanh Nguyen to the team of Financial Advisors in its St. Charles County office. In this position, Nguyen will work with clients to develop wealth management plans leveraging Krilogy’s disciplined planning and investment practices. “We are very fortunate to have attracted Hanh to Krilogy,” said Michael Brown,…

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Krilogy Financial

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…

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