About Our Team
We serve ambitious people who want to put their wealth to work and their minds at ease.
Spanning multiple generations and the nation’s geography, our clients include successful business owners, corporate executives, scientists, attorneys, CPAs, and doctors.
What do we believe?
- Going the extra mile for clients is never going out of our way. Similar to a family office, we have structured our team to deliver a white-glove service experience that addresses multiple aspects of a client’s financial picture – from investment and retirement planning, to liability management, tax minimization and estate planning strategies.
- Our “extra hands” and” hands-on approach” allow us to be extremely proactive in helping clients plan for circumstances they anticipate and those they don’t – well in advance of critical decisions.
- The more we understand about a client’s goals and concerns, the more value we can provide. To learn, we ask questions meant to provoke discussions around the purpose of a client’s wealth. As active listeners, we summon our emotional intelligence, to hear what clients say (and may not say):
“What do you want your money to do for you?”
“Why do you work so hard?”
“How do you want to spend retirement?”
“What values guide your decisions around money?”
“How can we simplify your financial life?”
“How would you like to financially impact your kids, employees, and/or community?”
In addition to a client’s goals, we look for “holes” in their financial picture – areas that may have been ignored in a previous advisory relationship. These “blind spots” often include insurance coverage, liability management, and estate planning considerations that need to be made sooner, rather than later.
What can you expect?
- A warm, genuine relationship in which we stay in touch and on top of your needs. In a short time, you’ll see that we like working together as a team – and with you.
- We embrace innovative thinking and a team approach that delivers our complementary skillsets and real-world solutions. Our clients are serious about money, and so are we.
- We have chosen to serve fewer clients and, therefore, can deliver more value than you might have found elsewhere. Our success – and yours – are predicated on the caliber of acumen and care we provide.
- With your wealth and wishes in mind, we will measure success as defined by you, not an industry benchmark.
- We promise to follow up and follow through. From day one, we’re committed to earning the trust that clients place in us.
About Ryan Zabrowski
Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction.
Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019.
Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions.
Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results.
Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care.
Ryan holds:
- The CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc.,
- A B.S. degree in Finance (in Investment and Portfolio Management) from the University of Missouri.
- An M.S. degree in Finance from the Edward S. Ageno School of Business at Golden Gate University.
Ryan is also a member of the Chartered Financial Analyst Institute and the American Finance Association.
Ryan also holds a place in his heart for serving his country. As a former Noncommissioned Officer and Financial Budge Analyst in the United States Marine Corps, he earned the Good Conduct and National Defense medals, as well as the Navy and Marine Corps Achievement Medals for identifying and recouping more than $3 million in currency errors from the United Nations. Ryan and his fellow Marines were proud to help manage all financial requirements to support the 1st Marine Expeditionary Force humanitarian, intelligence, and combat missions to protect people, liberty and justice around the world.
Ryan and his wife, Heather, have three daughters Caroline, Charlotte and Claire. Ryan is a fan of sports strategy (specifically, professional football and mixed martial arts) and enjoys family hikes with their dog Susan B. Anthony. Ryan supports charities that provide safety to women in danger, clean water to third world countries, and quality of life care for terminally ill children.
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