Geneen Von Kloha

For 25 years, Geneen has dedicated her career to helping clients make confident, values-driven decisions about their wealth. She brings a thoughtful, personalized approach to every relationship—guiding clients as they define their financial purpose, simplify complexity, and plan legacies that reflect their achievements and aspirations.

The team you choose matters. Grounded in Krilogy’s values-based culture, Geneen builds relationships founded on trust, collaboration, and care. She exemplifies our core beliefs—Dedication, Abundance, Leadership, and Respect—in the way she serves clients and supports her colleagues.

Guided by these principles, Geneen helps families, executives, and business owners navigate major life transitions with clarity and purpose. She designs wealth strategies that integrate investment management, retirement income, estate and tax planning, insurance review, and philanthropic priorities—always with a focus on responsible stewardship and long-term goals.

By pairing deep technical expertise with emotional intelligence and an understanding of the human side of wealth, Geneen asks the thought-provoking questions that advance a client’s financial position. Her collaborative approach extends to clients’ CPAs, attorneys, and other fiduciaries to ensure every aspect of their plan works in harmony.

Geneen earned her BSBA, with an emphasis in Finance & Banking, from the University of Missouri–Columbia, and her MBA, with an emphasis in Information Technology, from the University of La Verne in California. She holds the Certified Trust & Fiduciary Advisor (CTFA) and Accredited Trust & Fiduciary Advisor (ATFA) designations and has been recognized annually since 2015 as a Five Star Wealth Manager. In 2023, Geneen was honored with the Outstanding Lifetime Volunteer Award from NAMI St. Louis for her longstanding dedication to mental health advocacy and community service.

A native of St. Louis, Geneen actively contributes to civic and educational organizations through leadership and governance roles with NAMI St. Louis, The Bach Society of Saint Louis, The Whitfield School and Community School. Her prior commitments include the Finance Advisory Committee serving the Lindbergh School District Board of Education and The Goddard School.

Geneen met her husband, Troy, while participating in a domestic exchange program at California State Polytechnic University–Pomona during her undergraduate studies. Together, they have four children—Gylian, Georgiana, Genevieve, and Truman—who continue to inspire her commitment to education, purpose, and community.