Lauren Polsgrove

Lauren Polsgrove Joins the Krilogy Financial® Team

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Lauren Polsgrove has joined the firm as Practice Manager to Krilogy Partners, Pat O’ Brien and Patrick Monahan, and Senior Financial Advisor, Stephen Green. In her role, she will work closely with the Krilogy team, supporting wealth…

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Kent Skornia

From the President – 2nd Quarter 2017

I was recently asked to describe the reasons behind Krilogy’s continued growth over the last several years. As I contemplated my response, I noted that while our geographic footprint, team of advisors, and assets under management have increased, it’s Krilogy’s commitment to our “client first, firm second” philosophy that has propelled our growth. I’m humbled by the feedback that I…

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Krilogy Financial

Krilogy Shredding Event May 13th

Krilogy has partnered with PROSHRED Security® to present our inaugural shredding event on Saturday, May 13th from 9:00am to 11:00am. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis, Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders, envelopes, CD’s and DVDs. They’ll even accept old hard drives that…

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St. Charles Grand Opening

In the Community, 2nd Quarter 2017

On April 11, members of the community joined the Krilogy Team as we celebrated the official ribbon cutting and open house at our St. Charles County office, located on Mid Rivers Mall Drive in St. Peters. “When we were planning for the open house, we wanted to include a charitable impact with our celebration,” said Michael. “Partnering with Brace for…

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Jeff Skornia

Advisor Spotlight, Jeffrey Skornia – 2nd Quarter 2017

The Art of Accomplishment, the meaning behind the Krilogy name, is a philosophy we live here every day – one that is made possible only through genuine teamwork and ongoing support for all to be successful. While every Krilogy team member is in alignment with this value, there is one advisor who demonstrates it in a way that’s uniquely him,…

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Jake Thornton

Krilogy Welcomes Financial Advisor Jake Thornton

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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Sheila Moran

Sheila Moran Joins Krilogy Financial® – April 2017

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Sheila Moran to the firm as Assistant to the Director of Operations. In this position, she will work closely with Krilogy Partner and Director of Operations, Jaime Shelton, supporting the team and facilitating operations, internal processes, and vendor communications. “Sheila comes…

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Kevin Reynolds

Krilogy Financial® Advisor, Kevin Reynolds Earns CIS™ Designation

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor, Kevin Reynolds, has earned his Certified Income Specialist™ designation from the Institute of Business & Finance. CIS™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing…

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Steve Green

Advisor Spotlight, Stephen Green – February 2017

As Krilogy continues to grow, we’ve been very deliberate about how we’ve added advisors and integrated new teams into the organization. Because our culture is so important, we focus on keeping our values, Rules of Engagement and client-first philosophy at the heart of all we do. That’s why I was so pleased to welcome Steve Green and his team to…

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Krilogy Financial

In the Community – February 2017

2017 marks the second year for Krilogy’s community outreach program, Krilogy Cares. Launched in 2016 as a vehicle to invite teamwork and support of a local non-profit, our first year of Krilogy Cares program raised funds and volunteerism for our inaugural partner, Special Olympics. Special Olympics was nominated by Megan Lockhart, and chosen in a drawing at our January, 2016…

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