Michael R. Brown

Michael R. Brown

CEPA®

Partner and Senior Wealth Advisor

Phone (636) 489-2814

Cell (314) 220-8454

Fax (636) 489-2819

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Office locations
St. Charles County, MO

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About Michael R. Brown

Michael R. Brown, CEPA®, is a Partner and Senior Wealth Advisor at Krilogy and director of the firm’s St. Charles County office in St. Peters, MO. With more than 30 years in financial services and more than 15 years with Krilogy, Michael helps families and business owners connect their financial plans to the lives they want to live, with a particular focus on generosity and on planning for the sale or transition of a business.

Michael’s path to wealth management runs through banking and business ownership. He worked as a commercial banking mortgage planner, then became an entrepreneur, owning mortgage companies and selling two businesses before moving into investment management. Having sat in the owner’s seat himself, he appreciates what it takes to build a company. As a Certified Exit Planning Advisor (CEPA®), he brings that perspective to exit planning, too. Years spent in management, mentoring, and coaching, along with a degree in human services, social work, and psychology, shape how he listens and guides clients through big decisions.

Michael also serves on the board of CNB Bank and is often invited to speak to groups such as the St. Charles County Senior Initiative, the University of Missouri Financial Planners, and university athletic programs.

Get to know Michael

Why I became an advisor

Before I became an advisor, I spent eight years teaching Financial Peace University and watched people's lives change right in front of me. Then the real estate bubble burst. I was in the mortgage industry, living through my first real recession, and when I turned to my own advisor and tax professional, I felt like a product or a number. I had no clear road map for my planning, tax, and estate questions. Other professionals encouraged me to look at this industry, and my pastor and friend urged me to bring a servant mindset to financial planning. I passed my exams and started in 2009, and that pastor and his wife became my first clients.

Working with me

I love working with people who live their lives with abundance. Many of my clients want their plan built around giving, both during their lives and after. It's rewarding to see the impact that has on their families and the causes they care about. I also work with many business owners. Exiting a company is one of the toughest decisions an owner makes, and I enjoy supporting them through that transition, not just financially but on the human and mindset side too. First meetings are my favorite. I want to hear your story, the good and the bad, and how you've navigated it. I'm listening for what I call monetary moments, the times when a life decision ties directly to a financial one. From there, we create solutions through planning, and I walk alongside you on the journey.

Outside the office

I live in Lake St. Louis with my partner, Idelisa. My daughter and her husband live in St. Louis too, and they recently welcomed my first granddaughter. When I'm not working, you'll find me spending time with family, traveling, studying history, or out on the golf course.

Much of my time outside the office goes to Brace for Impact 46, the nonprofit I helped found with former St. Louis Cardinals pitcher Kyle McClellan. I serve as treasurer, and I travel to Haiti often. There, we feed more than 800 kids a week and fund schooling for more than 400 students. We also support a high school, a vocational school, a hospital and surgery center, and transition housing for graduates. Soon we'll add a soccer team that feeds into the Haiti National Soccer team. In North City St. Louis, we've rehabbed 19 homes and moved families into them, and we're working with local companies on the first new construction homes there in more than 50 years.

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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