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Krilogy

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About

The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what make...

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Values

  • Respect

  • Leadership

  • Abundance

  • Dedication

Insider experiences

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Kent S Skornia
Founder, President & CEO
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Jaime Shelton
Partner, VP of Business Operations
Nathan Holt
Sr. Wealth Advisor, Advisor Growth & Development
DeAnna Kaber
Director of RIA Operations
Kristin Poole
VP, Private Client Wealth Advisor
Meghan Abeln
Senior Wealth Advisor
Shelly Henderson
Executive Assistant
Kyle Goepel
Wealth Advisor, Director of Business Development
Tom Lewis
Counsel & Chief Compliance Officer
Bill Pohrer
Partner and Senior Wealth Advisor
Charles Schulz
Senior Wealth Advisor
Daniel Henrichs
Senior Wealth Advisor
Drew Forrester
Partner, Senior Wealth Advisor, Head of WIC
Jeff Hercules
Senior Partner
John McArthur
Senior Partner and Chief Investment Officer
Matthew Haywood
Financial Advisor
Pat O'Brien
Financial Advisor
Patrick W. Monahan
Partner & Senior Wealth Advisor
Ryan Powers
Senior Wealth Manager
Stephen Green
Partner, SVP Wealth Advisor
Steve Grigone
SVP, Wealth Advisor

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