Krilogy
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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 cli... Read more
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Kent S Skornia
Founder, President & CEO
Kent S Skornia
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Matthew Ott
Plans President
Jeffrey A. Hercules
SVP & Wealth Advisor
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
Kyle Goepel
Wealth Advisor, Director of Business Development
Bill Pohrer
Partner and Senior Wealth Advisor
Charles Schulz
Senior Wealth Advisor
Daniel Henrichs
Senior Wealth Advisor
Joe Martinez
Managing Partner, Krilogy Texas
Mark B. Lewis
Senior Partner & CFO
Drew Forrester
Partner, Senior Wealth Advisor, Head of WIC
Jeff Hercules
Senior Partner
John McArthur
Senior Partner and Chief Investment Officer
Steve Grigone
SVP, Wealth Advisor
Michael R Brown
Partner
Patrick W. Monahan
Partner & Senior Wealth Advisor
Stephen Green
Partner, SVP Wealth Advisor
Andrew T. Forrester
Partner
Karen J. Maurer
Partner & Senior Wealth Advisor
William J. Pohrer
Partner & Senior Wealth Advisor
Thomas J. Lewis
Partner, Counsel & Chief Compliance Officer
Jaime S. Knaeble
Partner & VP, Business Operations
Jamie Saettele
Director Of Technical Research
Ryan Powers
Senior Wealth Manager
K. Matthew Mercer
Tax Manager
Joan Batisto
Office Manager
James J. Logsdon
Senior Wealth Advisor
Steven J. Grigone
SVP & Wealth Advisor
Kayla Matthews
Wealth Services Manager
Danielle De Villiers
Wealth Services Manager
Lily Morley - Park
Wealth Services Manager
Samantha Robbins
Wealth Services Manager
Stacy S. Flanagin
Certified Senior Advisor & Wealth Advisor
Jacob L. Thornton
Qualitative & Fundamental Strategist
Cindy Stewart
Paraplanner
Francisco Sanchez
Associate Wealth Advisor
Brittany Griggs
Associate Wealth Advisor
Daniel Teibel
Associate Wealth Advisor
Daniel S. Leritz
Quantitative Strategist
Steve Robbins
Senior Wealth Advisor
Timothy W. Elafros
Senior Wealth Advisor
Maggie Hollander
Tax Associate
Matt Wade
Tax Associate
Paul Rhea
Trading & Portfolio System Team Associate
William Rowe
Wealth Advisor
Jeffrey T. Skornia
Wealth Advisor
