Krilogy, a St. Louis-based wealth management firm, has announced that Tom Ponce has joined the firm as Senior Wealth Advisor. Ponce specializes in helping individuals approaching or already in retirement understand how to turn a lifetime of savings into a financial strategy that supports their goals. His planning approach addresses retirement income, tax strategies, Social Security and Medicare considerations, and managing assets through changing market conditions.
Ponce brings more than a decade of experience to Krilogy. He was drawn by the firm’s collaborative culture and holistic approach, where Krilogy’s integrated model brings wealth management, tax, and legal professionals together to develop coordinated strategies.
“Tom is someone who genuinely enjoys building relationships and helping people achieve what matters most to them,” said Kent Skornia, Founder and CEO of Krilogy.
“His strong planning background, a commitment to client service, and collaborative spirit align naturally with our culture. We’re excited about the experience and perspective he brings to the team, and the opportunities he’ll have to serve clients through Krilogy’s extensive resources.”
For Ponce, those resources are especially valuable in retirement planning, where decisions about income, investments, taxes, and estate planning are closely connected.
“What stood out to me about Krilogy was the people and the abundance mindset throughout the firm,” said Ponce.
“Everyone is willing to help one another, and we have an incredible depth of expertise to draw upon for our clients. I’ve always taken pride in being responsive, providing strategic direction, and helping people understand what’s possible for their financial future. At Krilogy, I have the support to take that commitment even further.”
While his experience has focused on retirement planning, Ponce looks forward to working with individuals and families at every stage of life, from education savings and wealth accumulation to retirement income and legacy planning. He is particularly passionate about helping clients gain confidence in their financial plans so they can focus on the experiences, relationships, and goals that matter most.
About Krilogy:
Krilogy is an independent full-service wealth management firm committed to helping clients grow and protect their wealth, instilling confidence and preparing them for the future. Offering a comprehensive range of services in addition to wealth management, including tax preparation, planning, estate planning, and family office services all under one roof, Krilogy takes a holistic approach to financial success. With four offices in the St. Louis area and the expansion into Dallas with the formation of Krilogy Texas in 2023, Krilogy delivers tailored financial solutions nationwide.
Krilogy Financial, LLC (Krilogy) is 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. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.
Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.