St. Louis, MO- Krilogy Financial®, a St. Louis-based wealth management firm with more than $1 Billion in assets, is pleased to announce that Kristin Fomon and Kevin Reynolds are the most recent additions to the list of financial advisors in the firm to earn their CERTIFIED FINANCIAL PLANNER™ designations from the Certified Financial Planner Board of Standards.
Both Fomon and Reynolds joined Krilogy in 2014 as new financial advisors. Each brought their passion for partnering with clients to provide the intelligent advice needed for intelligent financial decisions, supporting clients’ entire financial picture with plan-based, non-biased guidance. Over the last five years, they’ve built successful practices in the firm and spearheaded initiatives to support young advisors.
“It’s always an amazing experience as a leader to see new advisors flourish in their careers and serve clients with the Dedication, Leadership and Abundance that are hallmarks of the Krilogy culture,” said Kent Skornia, President and CEO. “I couldn’t be prouder of Kristin and Kevin as they accomplish yet another goal. Earning the CFP® designation takes discipline, hard work, and commitment. I applaud their efforts, and can’t wait to support them as they apply their knowledge and experience to improve their clients’ lives.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“Women play an important role in the financial services industry,” said Fomon. “My goals consistently focus on empowering women to be confident with their finances and increasing the presence of women in the industry. Earning my CFP® is an extension of these efforts, and allows me to be a better advisor for my clients.”
Regarding his pursuit and attainment of his CFP® designation, Reynolds noted, “People are busier than ever and need someone who can help them navigate their entire financial picture, including financial planning, estate, taxes, retirement, risk management, budgeting and more. The CFP® designation, which focuses heavily on fiduciary responsibility, requires a deep dive into this subject matter, and allows me to serve clients in a more robust manner.”
Fomon and Reynolds join the ever-growing number of Krilogy team members with advanced degrees and high-level professional designations such as Certified Investment Management Analyst, Accredited Investment Fiduciary, Certified Trust and Financial Advisor, Certified Financial Planner, Certified Fund Specialist, and many others.
About Krilogy Financial®
Krilogy is an independent money management firm known for putting in relentless effort to develop strategies and manage clients’ wealth. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. Krilogy believes in the firm’s fierce independence, which allows the team to be plan-driven not product-driven, and operate with a “client first, firm second” philosophy. From 2014 through 2018, Krilogy has been 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 2014-2019. The firm was named among St. Louis’ “Best Places to Work” in 2018 by the St. Louis Business Journal for the fifth time and was the winner of the publication’s 2018 “Best Places to Work for Young Professionals” Award. In 2017 and 2018, Krilogy received a Top Company Cultures award from Entrepreneur Magazine. Krilogy was also listed in the 2016, 2018 and 2019 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For additional information and disclosures about awards and honors received by Krilogy and its advisors, please click here.