Jayme Thaller is Senior Relationship Manager and Head of Participant Education with (K)Plans at Krilogy in St. Louis, Missouri. She helps retirement plan clients and their employees make the most of their plans. Jayme joined (K)Plans in 2025 and brings more than 20 years of experience in retirement education and financial services, with deep expertise in participant education, relationship management, and retirement plan consulting.
Jayme began her career at Manulife Financial, now John Hancock Retirement Services, focusing on employee education and client retention. She later moved into relationship management with a local advisory firm, where she provided investment oversight and consulting for retirement plan clients. She then returned to a major recordkeeper to lead participant education programs for diverse workforces. Today she manages client relationships and leads education initiatives that give participants practical knowledge and tools to make informed decisions about their retirement.
Jayme earned a Bachelor of Science in Business Administration from Saint Louis University, with a major in finance and a minor in marketing. She holds the Series 6, 63, and 65 licenses and a Missouri Resident Life and Health insurance license.
One of the most rewarding parts of my role is working directly with plan participants and seeing those "aha" moments when a complicated concept suddenly clicks. I love watching people gain confidence and a better understanding of their options, because that confidence is often what motivates them to take actions that can improve their long-term retirement outcomes. Those moments are the most fulfilling part of my job, and they remind me why I enjoy what I do.
Retirement plans come with complex issues, processes, and challenges, and I am always willing to help clients navigate them, without hesitation. Whatever the question, I will work through it with you until we find a solution. Much of that work happens behind the scenes, but there is a great sense of accomplishment in helping clients find the right answer and successfully guiding them all the way to completion.
I'm from St. Louis, the middle of three sisters, and an aunt to two nieces and three nephews. Today I live in The Hill neighborhood with my partner, Mark. I like to stay active with outdoor cycling and boxing, and I also enjoy gardening, sewing, traveling, and of course spending time with my family.
Supporting my local community is especially important to me. Since 2020, I've been involved with Pedal the Cause, volunteering for The Kids' Challenge Ride and riding as a fundraiser in the main Pedal the Cause ride. I also volunteer as a tutor with the Immigrant Home English Learning Program (IHELP), working with young students who are learning English as a second language. I'm equally passionate about supporting local businesses, which strengthen our neighborhoods and give St. Louis the distinctive identity that makes it a place people want to experience and return to.
(K) Plans is a division of Krilogy Financial, LLC, (“Krilogy”), a Securities and Exchange Commission (“SEC”) registered investment advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. (K) Plans focuses on serving companies offering employer-sponsored retirement plans and educating employees who participate in those plans. The (K) Plans team does not provide individual investment advice and guidance to employees. Employees of company sponsored plans can retain Krilogy under separate agreement to provide individual tailored investment services. Investing involves risk. You should consult with your tax and investment professionals.
