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Nikolaisen_Lucas

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

Posted on October 22, 2018 by Krilogy

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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Kristin Poole

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Posted on October 22, 2018 by Krilogy

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as a…

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Kent Skornia

From the Desk of the President, 2018 Volume Three

Posted on October 22, 2018 by Kent Skornia

2018 and the Power of Discipline One of the things I appreciate about leading Krilogy is having the privilege of rubbing elbows with leaders of highly effective organizations. Those who are most successful have the ability to be disciplined, tune out distractions and focus on what is most important. Investing and wealth management require that same approach. 2018 has been…

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2018 Newsletter, Volume Three

2018 Newsletter, Volume Three

Posted on October 22, 2018 by Krilogy

 

Harvey Kornblum Jewish Food Pantry

In the Community – 3rd Quarter 2017

Posted on July 31, 2017 by Krilogy

Earlier this summer, the Krilogy team helped to heat things up in the kitchen at this year’s Top Pantry Chef event at the Harvey Kornblum Jewish Food Pantry, the 2017 Krilogy Cares partner. The evening’s competition featured three local chefs, Michael Del Pietro from Sugo’s, Private Chef Brad Hartman, and Matthew Clickert from Cardwell’s at Plaza Frontenac. Each chef was…

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Steve Green

Advisor Spotlight, Stephen Green – February 2017

Posted on February 9, 2017 by Krilogy

As Krilogy continues to grow, we’ve been very deliberate about how we’ve added advisors and integrated new teams into the organization. Because our culture is so important, we focus on keeping our values, Rules of Engagement and client-first philosophy at the heart of all we do. That’s why I was so pleased to welcome Steve Green and his team to…

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Krilogy Financial

Investment Committee & IA Department News – February 2017

Posted on February 9, 2017 by Krilogy

Fear the Consensus? As we transition into 2017, it’s fair to say that 2016 was a test in fortitude as it relates to investing, a year littered with skepticism and uncertainty. After experiencing a sell-off at the beginning of the year of over 11% in the S&P 500, as well as volatility around the Brexit vote in June to name…

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Krilogy Financial

In the Community – February 2017

Posted on February 9, 2017 by Krilogy

2017 marks the second year for Krilogy’s community outreach program, Krilogy Cares. Launched in 2016 as a vehicle to invite teamwork and support of a local non-profit, our first year of Krilogy Cares program raised funds and volunteerism for our inaugural partner, Special Olympics. Special Olympics was nominated by Megan Lockhart, and chosen in a drawing at our January, 2016…

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Kent Skornia

From the President – February 2017

Posted on February 9, 2017 by Kent Skornia

Today, we find ourselves at a time in history where the need for communication, collaboration, and the search for solutions to our challenges remains high. In Missouri, a new Governor has recently taken office, and as the world watched, a new President has been sworn in. Both are outsiders, vowing to disrupt the politics-as-usual manner of operating at the state…

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Kent Skornia

From the President – November 2016

Posted on November 23, 2016 by Kent Skornia

This year, we witnessed a presidential election which, in the minds of many, was unlike any we’d ever seen. There was very passionate debate, as well as a great deal of fear surrounding both candidates. Many parents, myself included, experienced their children becoming aware of the political process for the first time, and asking pointed questions about a variety of…

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