Kristin Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

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Drew Forrester

Team Member Spotlight: Andrew T. Forrester, CFP®, M.Ed., 2019 Volume One

I could say a great deal about Drew, as there are so many wonderful attributes he brings to the firm. Immediately upon joining Krilogy, Drew made a positive impact on his teammates and the organization. His keen ability to connect deeply with his colleagues and clients has allowed him to flourish as an advisor, teammate and mentor. Holding a Master’s…

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Matt Mercer

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

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Andrew Shenberg

Team Member Spotlight: Portfolio Strategist Andrew Shenberg, CFP®, AIF®, ChFC®, 2018 Volume Two

Generosity is a cherished characteristic of a good team member. When one is generous with his time, knowledge, and overall desire to help others, those around him are inspired to serve and pursue excellence. Andrew Shenberg demonstrates that level of generosity, living the value of Abundance each day at Krilogy to support all to accomplish great things. Andrew joined Krilogy…

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