Krilogy
Charles Schulz is a Senior Wealth Advisor at Krilogy. Prior to that, they were the Treasurer for the Financial Planning Student Association at the University of Missouri-Columbia from August 2012 to December 2012. Before that, they were a Volunteer Tax Preparer at the University of Missouri Extension from January 2011 to April 2012.
Charles Schulz reports to Kent S Skornia, Founder, President & CEO. They are on a team with Jeff Hercules - Senior Partner, Pat O'Brien - Financial Advisor, and Meghan Abeln - Senior Wealth Advisor.
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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 clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other.