Kristin E. Fomon

Kristin E. Fomon

CFP®, MBA

Partner and Senior Wealth Advisor

Phone (314) 480-3813

Fax (314) 884-2819

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Office locations
Dallas, TX

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About Kristin E. Fomon

Kristin E. Fomon, CFP®, MBA, is a Partner and Senior Wealth Advisor at Krilogy in Dallas, Texas, where she helps business owners, women, and individuals navigating divorce and death work through complex financial decisions. Kristin joined Krilogy in 2014. Much of her work centers on the moments of transition, including business succession, divorce, and changes from one generation of a family to the next. 

Kristin earned dual bachelor’s degrees in marketing and business administration, along with her MBA, from Maryville University in St. Louis. She later completed her coursework through the College of Financial Planning and earned her CFP® certification. Across every client relationship, her focus stays the same: helping people feel informed, empowered, and in control of their financial future. 

Get to know Kristin

Why I became an advisor

I became a wealth advisor because I wanted to give clients transparent, comprehensive advice that looks at their entire financial picture, not just one piece of it. Too often, advice focuses only on investments or insurance, but real financial planning means understanding how retirement, taxes, estate planning, risk management, and life goals all work together. I am passionate about helping people take control of their financial lives by educating them, simplifying complex decisions, and helping them make informed choices with confidence. Being a trusted partner through life’s important transitions is incredibly rewarding, and it is what motivates me every day.

Working with me

I work with business owners, women, and people going through major life transitions, each is often facing big decisions during those moments and having a clear plan alleviates stress. For business owners, that can mean retirement plans, tax strategies, succession planning, and balancing personal and business finances. I love collaborating with women who want to take a more active role in their finances, and for anyone navigating a death or divorce, I help organize the financial picture, understand the options, and map out a path forward with independence. The first meeting with me is a comfortable, judgment-free conversation. I usually start by asking, “What prompted you to reach out?” and then I spend a lot of time listening, because the best financial plans start with understanding the person behind the numbers.

Outside the office

I grew up in Iowa City, Iowa, and played college basketball at Maryville University. These days, life looks a little different, but it is still plenty active. My husband and I share our home with two golden retrievers who make sure there is never a dull moment.

When I am not working, I love painting, hiking, skiing, and traveling. Whether I am on a mountain, exploring somewhere new, or working on my latest painting, I am happiest when I am doing something creative or adventurous.

Your Krilogy team

The financial experts driven by an abundance mindset, dedicated to perfecting the Art of Accomplishment and delivering an exceptional standard of service and advice.

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