Inc 5000

Krilogy Financial Named to the Inc. 5000 List of the Country’s Fastest Growing Companies

St. Louis, MO – Krilogy Financial, a St. Louis based wealth management firm, has earned a spot on the 2014 Inc. 5000 list of the fastest growing companies in the United States. The firm specializes in implementing customized wealth strategies for clients, and has experienced three-year growth of 271%. Krilogy ranks at number 1574 on the 2014 list, which also…

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Kristin Fomon

Krilogy Financial Welcomes Financial Advisor Kristin Fomon

Krilogy Financial®, a St. Louis-based financial services firm, has hired Kristin Fomon as its newest advisor. Kristin will leverage Krilogy’s teamwork and technology to implement custom wealth management strategies for her clients. “Kristin’s commitment to closely monitoring her clients’ wealth plans in relation to her goals demonstrates that she is focused on accomplishment, something that’s a high priority here at…

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Drew Forrester

Krilogy Financial Grows its Team with the Addition of Drew Forrester, Financial Advisor

St. Louis-based Krilogy Financial® has added Drew Forrester to its team of Financial Advisors. In this role, he will focus on serving physicians, medical residents and fellows, and young professionals. “Drew has an inherent passion for teaching clients how to take control of their financial lives in a manner that will help them reach their goals at all stages of…

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100 St. Louisans to Know 2014

Kent Skornia Krilogy Financial Kent Skornia is the founder of Krilogy Financial, a financial services firm that is focused on developing customized wealth management strategies for today’s investor. Skornia and his team have expertise centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. As head of a small organization with focused service offerings,…

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St. Louis Business Journal – HOW TO: Choose a Wealth Manager 2014

Game plan, communication help meet goals Get referrals from those you know and trust Gauge education and experience level Krilogy Client Richard Feldman Partner with Husch Blackwell Getting referrals from people you know and trust is a good first step in choosing a wealth manager, according to Richard Feldman, a partner with law firm Husch Blackwell LLC in St. Louis….

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Charles Schulz

Krilogy Financial Welcomes Charles Schulz as Financial Advisor

Krilogy Financial®, a St. Louis-based financial firm, is strengthening its team with the hiring of its newest financial advisor, Charles Schulz. In this role, Schulz will be responsible for designing holistic financial strategies that yield long-term success. “While financial aptitude is certainly a trait we covet here at Krilogy, we believe our true worth as financial advisors comes from our…

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Kent Skornia

Getting Control of the Hiring Process

Start with Referrals Kent Skornia Krilogy Financial Krilogy, a wealth management firm that has grown to 25 employees over four years, is a small organization with a focus on two things when hiring: Can the candidate do the job, and can he or she fit into the company culture? “For the second piece, we look at how each candidate will…

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Jaime Shelton

Jaime Shelton Named in SBM’s Top Executives 2013

After pursuing a few different career options directly out of college, Jaime Shelton met Kent Skornia. Although she did not know it then, the meeting would shape her career. “At the time, Kent was a financial advisor for another firm in St. Louis and I began working with him as his administrative assistant,” she says. Soon Skornia asked Shelton to…

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Bill Pohrer

Krilogy Financial Welcomes William J. Pohrer as Financial Advisor

Krilogy Financial®, a St. Louis-based financial firm, is pleased to announce the hiring of its newest Financial Advisor, William J. Pohrer. Pohrer is responsible for helping clients bridge the gap between retirement income and needs. “Bill brings with him more than a decade of experience in financial planning and services, making him an invaluable addition to the Krilogy team,” said…

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Megan Lockhart

Krilogy Financial Welcomes Megan Lockhart as New Business Implementation Specialist

Krilogy Financial®, a St. Louis-based financial firm, is pleased to announce the hiring of Megan Lockhart as New Business Implementation Specialist. In this position, Lockhart will provide assistance during the implementation of new clients, ensuring the process is both accurate and timely. “Megan is a welcome addition to our growing team,” said Kent Skornia, president and founder of Krilogy Financial….

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