Nathan S. Holt, CFP®, is a Partner and CERTIFIED FINANCIAL PLANNER® professional at Krilogy, where his team helps guide individuals and families through transitions by organizing their finances, clarifying their values around money and planning for their next chapter. Nathan joined Krilogy in 2010 and brings more than 16 years of wealth management experience. He also chairs Krilogy’s Wealth Intelligence Committee.
Nathan earned his Bachelor of Science in Personal Financial Planning from the University of Missouri through its CFP Board-Registered Program. While at Mizzou, he spent two years with the Volunteer Income Tax Assistance (VITA) program in Columbia. He also spent a year providing financial counseling to graduate students. That early experience showed him how much thoughtful, collaborative guidance can change a family’s situation.
Nathan is committed to the financial planning profession. He serves as a board member and incoming president of the Financial Planning Association of Greater St. Louis, and he stays connected to Mizzou as a volunteer and participant in its Personal Financial Planning program. With clients, his work starts with understanding why money matters to them and builds toward a plan with clear, tangible goals.
