“Potter’s ability to lead and serve others aligns seamlessly with our values here at Krilogy,” said Kent Skornia, president and founder of Krilogy Financial. “Tim’s driven personality and care for his clients makes him a great asset to our team.”
As a Financial Advisor, Potter will focus mainly on Krilogy’s independent RIA platform and on holistic plans. These options will allow for him to build financial plans that are personalized to the specific needs of the client, creating a more mission-driven approach to investing.
“At Krilogy, we focus on what’s most important to our clients, creating solutions, and working to monitor and implement that plan in a manner that helps them reach their financial goals,” said Potter. “Krilogy’s commitment to the values of Dedicated, Abundant, Leadership will allow me to fulfill my mission of service, both to clients and members of my Krilogy team.”
Potter, a Brentwood native, graduated from the University of Dayton with a double major in Finance and Entrepreneurship, bringing his love for innovation into the financial world. In his spare time, he enjoys fly- fishing and spending time with his family and friends.
About Krilogy Financial
Krilogy Financial is an independent financial services firm focused on developing customized wealth management strategies for today's investor. From wealth management to wealth accumulation, Krilogy Financial offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. For information, call 314.884.2800 or visit www.krilogy.com.