Kristin E. Fomon

Kristin E. Fomon

CFP®, MBA

Partner and Senior Wealth Advisor

Phone (314) 480-3813

Fax (314) 884-2819

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Office locations
Dallas, TX

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About Kristin E. Fomon

Kristin E. Fomon, CFP®, MBA, is a Partner and Senior Wealth Advisor at Krilogy in Dallas, Texas, where she helps business owners, women, and individuals navigating divorce work through complex financial decisions. Kristin joined Krilogy in 2014 and has more than 12 years of experience in wealth management. Much of her work centers on the moments when a lot changes at once, including business succession, divorce, and transitions from one generation of a family to the next.

Kristin earned bachelor’s degrees in marketing and business administration, along with her MBA, from Maryville University in St. Louis. She later completed her coursework through the College of Financial Planning and earned her CFP® certification. Across every client relationship, her focus stays the same: helping people feel informed, empowered, and in control of their financial future.

Get to know Kristin

Why I became an advisor

I became a wealth advisor because I wanted to give clients transparent, comprehensive advice that looks at their entire financial picture, not just one piece of it. Too often, advice focuses only on investments or insurance, but real financial planning means understanding how retirement, taxes, estate planning, risk management, and life goals all work together. I’m passionate about helping people take control of their financial lives by educating them, simplifying complex decisions, and helping them make informed choices with confidence. Being a trusted partner through life’s important transitions is incredibly rewarding, and it’s what motivates me every day.

Working with me

I work with business owners, women, and people going through divorce, because each is often facing big decisions during a major transition. For business owners, that can mean retirement plans, tax strategies, succession planning, and balancing personal and business finances. I love working with women who want to take a more active role in their finances, and for anyone navigating a divorce, I help organize the financial picture, understand the options, and map out a path forward with independence. A first meeting with me is a comfortable, judgment-free conversation. I usually start by asking, “What prompted you to reach out?” and then I spend a lot of time listening, because the best financial plans start with understanding the person behind the numbers.

Outside the office

I’m originally from Iowa City, Iowa, and played college basketball while I was at Maryville University. Today, my husband and I share our home with our two golden retrievers.
When I’m not working, I love to paint, hike, ski, and travel to new places.

Your Krilogy team

The financial experts driven by an abundance mindset, dedicated to perfecting the Art of Accomplishment and delivering an exceptional standard of service and advice.

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