November 21, 2024: St. Louis, MO – Krilogy®, an independent wealth management firm headquartered in St. Louis, has announced the addition of Director of Business Development Kyle Goepel and Director of RIA Operations DeAnna Kaber to the firm’s team of partners.
Goepel joined Krilogy in 2021 as Wealth Advisor, and simultaneously took on the role of Director of Business Development. His passion for Krilogy’s culture aligned well with his desire to help people be successful and has led the firm to the recruitment of several high-performing advisors and their teams. This has resulted in growth of more than $600 million in assets and the addition of 22 team members over the last three-plus years.
Paving the way for that level of growth requires a strong operational foundation and process for onboarding teams and their clients. Kaber has led that charge since 2020 as Director of RIA Operations, a new role created at the time to enhance operations. She is responsible for hiring, and integrating new advisors and staff into the organization, immersing them in the culture, building their knowledge base, and providing the tools, resources and support for their success.
“Both Kyle and DeAnna have significantly contributed to Krilogy’s deliberate growth trajectory,” said Kent Skornia, President and CEO. “DeAnna brought a great deal of experience both with large and small RIAs which allowed a holistic perspective of how to best support advisors and their teams. She is incredibly committed to her work and, as a result, our advisors are growing their businesses and clients are experiencing the highest level of service. Kyle approaches his work with a true desire to inspire others. He believes in how Krilogy helps people accomplish their goals through our unique culture. He taps into his natural propensity for service in all of his interactions, and exudes a genuine care for others’ success. Kyle and DeAnna will continue to lend their inspiration and leadership in their new roles.”
Krilogy has maintained a steady, deliberate growth path since its founding in 2009, intentionally adding team members who not only align with the firm’s culture but who have the desire to contribute to it.
“I am grateful and humbled by the opportunity to join the team of Krilogy Partners,” said Goepel. “I feel I am standing on the shoulders of Kent and the other leaders in the firm, empowered to reach higher in support of our goals. All of our collective accomplishments are made possible through our culture. No one has the culture, process and growth mindset that Krilogy does. Finally, I’m so proud to work closely with DeAnna, and of all the amazing things she has accomplished as we continue on our leadership journey together.”
Kaber echoes Goepel’s sentiments about culture, and also recognizes Skornia for empowering her to help shape the internal workings of the firm and rise to the level of Partner.
“The vision in this organization is unlike anything I’ve ever been part of,” said Kaber. “Kent believes in the value that each area in the firm contributes to our success. You can be in any position to add value. I had heard about the culture prior to joining, but now that I live it and see it each day, it’s the most amazing part of the organization. I look forward to furthering our work in support of this great culture, serving all team members and working toward our long-term vision.”
Krilogy now has a group of 19 partners with the addition of Goepel and Kaber.
About Krilogy:
Krilogy® is an independent wealth management firm known for its relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm provides its advisors the ability to utilize an institutional-style approach, that incorporates a disciplined, dynamic rebalancing process with the goal of smoothing volatility in returns. Krilogy has three offices in the St. Louis region and formed Krilogy Texas in 2023 with an office in Dallas.
From 2014-2018 and in 2021-2022, Krilogy® was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2022. The firm was named among St. Louis’ “Best Places to Work” in 2021 by the St. Louis Business Journal for the sixth time.
Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020. The firm was recognized by the Women’s Foundation of Greater St. Louis in 2020, 2022 and 2023 for demonstrating excellence in workplace gender equity. In 2021 and 2023, the firm earned a spot among InvestmentNews’ annual list of the Best Places to Work for Financial Advisors. Inc. Magazine named Krilogy® among the nation’s Best Workplaces and the St. Louis Post-Dispatch recognized the firm among region’s Top Workplaces from 2021-2023. In 2017 and 2018, Krilogy® received a Top Company Cultures award from Entrepreneur Magazine. Krilogy® was also listed in the 2016, 2018, 2019 and 2020
Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms.
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.
