Chesterfield, MO
Buying/Selling an Advisory Practice
The panel will provide insights on buying advisory practices, integrating the new practice into an existing practice, the current acquisition landscape, and lessons learned from their experience with making or seeing deals.
Kent Skornia (Krilogy President & CEO)
Kent is Founder and CEO of Krilogy, an RIA headquartered in St. Louis with 3 offices in St. Louis County, Saint Peters and Dallas, Texas. Since 2009, Krilogy has grown by training new Financial Planners and matching them, with acquired practices. Since 2009, 15 Advisory Teams have joined Krilogy from previous firms and they have successfully completed 6 Successions/Buy Outs.
Gail Fernandez (Endurance Wealth Strategies)
Gail is the founder of Endurance Wealth Strategies, where she has made three practice acquisitions over the last four years. She has been an advisor for 20 years, first building her practice in Colorado before relocating to St. Louis, where she lives now.
John Reagan (Cammon & Co)
John is a life insurance producer with Cammon & Co. Before that, he was employed by an advisory practice, where he experienced both the buy and sell sides of an acquisition, having been directly involved in the integration of the new practice.
Buying/Selling an Advisory Practice
The panel will provide insights on buying advisory practices, integrating the new practice into an existing practice, the current acquisition landscape, and lessons learned from their experience with making or seeing deals.
Kent Skornia (Krilogy President & CEO)
Kent is Founder and CEO of Krilogy, an RIA headquartered in St. Louis with 3 offices in St. Louis County, Saint Peters and Dallas, Texas. Since 2009, Krilogy has grown by training new Financial Planners and matching them, with acquired practices. Since 2009, 15 Advisory Teams have joined Krilogy from previous firms and they have successfully completed 6 Successions/Buy Outs.
Gail Fernandez (Endurance Wealth Strategies)
Gail is the founder of Endurance Wealth Strategies, where she has made three practice acquisitions over the last four years. She has been an advisor for 20 years, first building her practice in Colorado before relocating to St. Louis, where she lives now.
John Reagan (Cammon & Co)
John is a life insurance producer with Cammon & Co. Before that, he was employed by an advisory practice, where he experienced both the buy and sell sides of an acquisition, having been directly involved in the integration of the new practice.