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Krilogy Team

A shared commitment to the firm’s values of Dedication, Abundance, Leadership and Respect, significantly impacts clients’ lives, instilling a sense of readiness and overall well-being. A team is often defined as a group of individuals working together towards a common goal, each one bringing their knowledge and perspective to achieve the best possible outcome. Krilogy is built in an environment where the highest level of teamwork is fostered across all disciplines of wealth management.

Krilogy Team

Adam Henrichs
Wealth Services Manager
Ben Orris
Ben Orris
Tax Manager
Brady Kirkpatrick
Brady Kirkpatrick
Associate Wealth Advisor
Brett T. Siegfried
Senior Wealth Advisor
Brittany Griggs
Associate Wealth Advisor
Bryce M. Dalrymple
Associate Wealth Advisor
Charles Flecke
Senior Trader
Charles Schulz
Charles P. Schulz
Senior Wealth Advisor
Cindy Stewart
Paraplanner
Dan Henrichs
Senior Wealth Advisor
Dan Reilly
Daniel P. Reilly
Associate Wealth Advisor
Daniel S. Leritz
Quantitative Strategist
Daniel Teibel
Associate Wealth Advisor
Danielle de Villiers
Wealth Services Manager
Deanna Kaber
DeAnna Kaber
Partner & Director of RIA Operations
Deborah Fain
Executive Assistant
Deborah J. Smiley
Krilogy Law* Attorney
Ellie Crane
Receptionist
Francisco Sanchez
Associate Wealth Advisor
Hanh Nguyen
Hanh D. Nguyen
Senior Wealth Advisor
Jacob Steingrubey
Jacob D. Steingrubey
Senior Wealth Planner
Jake Thornton
Jacob L. Thornton
Director of Portfolio Strategy
Jaime Shelton
Jaime S. Knaeble
Partner, Vice President of Business Operations
Jay Logsdon
James J. (Jay) Logsdon, Jr.
Senior Wealth Advisor
Jamie Saettele
Director of Technical Research
Jane Leech
Jane Leech
Financial Planner
Jeff Hercules
Jeffrey A. Hercules
Senior Vice President, Wealth Advisor
Jeff Skornia
Jeffrey T. Skornia
Wealth Advisor
Jenna Rouillard
Financial Planner
Joan Batisto
Office Manager
Joe Martinez
Managing Partner, Krilogy Texas
John McArthur
John M. McArthur
Senior Partner and Chief Investment Officer
John Virant, Sr.
Senior Wealth Advisor
Josh E. Willbrand
Wealth Advisor
Karen J. Maurer
Partner and Senior Wealth Advisor
Kayla Matthews
Wealth Services Manager
Kent S. Skornia
President and CEO
Kerri Hensel
Kerri Hensel
Senior Wealth Services Manager
Krista Steward
Wealth Services Manager
Kristin Poole
Kristin B. Poole
Senior Vice President, Wealth Advisor
Kristin E. Fomon
Partner and Senior Wealth Advisor
Kyle Goepel
Kyle Goepel
Partner & Director of Business Development
Kyle R. Schaeffer
Wealth Services Manager
Lauren Polsgrove
Lauren E. Polsgrove
Transition Support Manager
Lily Morley-Park
Wealth Services Manager
Lucas E. Nikolaisen
Wealth Advisor
Maggie Hollander
Tax Associate
Mark B. Lewis
Senior Partner & Chief Financial Officer
Matt Wade
Tax Associate
Matt Haywood
Matthew J. Haywood
Partner and Retirement Plan Advisor
Matthew Ott
(K)Plans President
Megan Lockhart
Megan R. Lockhart
Investment Advisory Operations Manager
Meghan Dorsey
Meghan Abeln
Senior Wealth Advisor
Michael Brown
Michael R. Brown
Partner and Senior Wealth Advisor
Michael Barbercheck
Michael S. Barbercheck
Wealth Advisor
Miranda Fick
Wealth Services Manager
Morgan Phillips
Financial Assistant
Morgan Tejcek
Legal Services Associate
Nicki Stackelbeck
Nicki Stackelbeck
Certified Fund Specialist® (CFS®)
Paul Gabriel
Paul Gabriel
Director of Capital Markets, Head of Fixed Income
Paul J. Rhea
Platform Trading and Alternative Asset Analyst
Robin L. Grayek
Senior Wealth Services Manager
Ryan Powers
Ryan E. Powers
Senior Wealth Advisor
Ryan Zabrowski
Ryan Zabrowski
Director of Arbitrage, Senior Portfolio Manager
Samantha Robbins
Wealth Services Manager
Samuel Streb
Financial Planner
Sheila A. Moran
Business Operations Manager
Stacy Flanagin
Stacy S. Flanagin
Certified Senior Advisor®, Wealth Advisor
Steve Robbins
Senior Wealth Advisor
Steven J. Grigone
Senior Vice President, Wealth Advisor
Dade_Taylor
Taylor K. Dade
Technology and Communications Manager
Tom Lewis
Thomas J. Lewis, JD
Partner, Counsel and Chief Compliance Officer
Timothy W. Elafros, Sr.
Senior Wealth Advisor
Bill Pohrer
William J. Pohrer
Partner and Senior Wealth Advisor
William Rowe
Wealth Advisor
Zach Unnerstall
Associate Wealth Advisor
Investment Advisory Services offered through Krilogy Financial, an SEC Registered Investment Advisor located in St. Louis, Missouri and are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Krilogy® does not provide tax and legal advice. Krilogy® is affiliated with Krilogy Tax Services, LLC through certain common ownership interest by Krilogy partners. Krilogy Tax Services provides tax planning and preparation services for an additional cost to Krilogy clients.

  • FT-300-Ranking-Advisers_Logo_2020_sq.png“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.” The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020. Read MoreAward Disclosure
  • ACBJ-2440072_LOGO_FINAL.pngThe annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.” Read MoreAward Disclosure
  • bptw-logo.png“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
  • inc-5000-logo.png"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
    Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth. Read MoreAward Disclosure
  • 2021_BPtW-logo.jpgEach year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
  • TWP_St_Louis_Portrait_2021_AW_web.pngThe St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
  • fastest-grosing-logo.png“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.” St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018. Read MoreAward Disclosure
  • entrepenuer-culture-logo.png“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure