Why I became an advisor
I became an advisor to help families and business owners make clearer decisions about the wealth they have worked hard to build—and to keep those decisions coordinated across tax, estate, and investments.
Specialties:
About John Smith
John brings more than two decades of experience helping business owners and multi-generational families turn complex financial lives into clear, actionable plans.
John partners with Krilogy specialists across tax, estate, and investments so every recommendation fits the client's full picture—not a single product silo. Clients describe this approach as calm, candid, and relentlessly practical.
Work centers on sequencing decisions: clarifying goals first, then coordinating tax, estate, and investment actions so nothing works against the plan.
Outside meetings, John stays close to market and tax developments that affect closely held businesses and retirement income strategies.
What clients ask me to help with
Business owners, executives, and multi-generational families who want coordinated tax, estate, and investment decisions.
Experience
- B.S. Finance · University of Missouri
- Prior roles at regional RIA and national brokerage firms
- Member, Financial Planning Association
- CFP®, CPA · Series 65
Outside the office
John coaches youth soccer and spends weekends exploring Missouri state parks with family.
An avid reader of economic history, also volunteers with local entrepreneurship programs.
Advisory services offered through Krilogy Financial, a registered investment adviser. Registration does not imply a certain level of skill or training. CFP®, CPA credentials are held by the advisor.
Your Krilogy
Executives
Maria Chen
CFP®, ChFC®
Wealth Advisor
St. Louis region
Business owners
David Okonkwo
CFP®, CFA
Senior Wealth Advisor
Texas
Families
Sarah Williams
CFP®, CPA
Wealth Advisor
St. Louis region
News & articles by John Smith
Insights and commentary from the Krilogy advisory team.
AUG 10, 2026
3 MIN READ
3 MIN READ
Weekly Market Recap
Week in Review Equity Markets US stock markets posted a banner week amidst the ongoing earnings season and its particularly robust results. The S&P 500 Index gained 3.59% last week. Meanwhile, the Dow Jones Industrial Average delivered a 2.96% gain, and the Nasdaq generated a stellar 5.19% weekly return.1 Last week’s performance led to new all-time highs for both the…
By: John Smith
JUL 16, 2026
2 MIN READ
2 MIN READ
8 Tax Law Changes in 2026: What Individual Taxpayers Should Know
The One Big Beautiful Bill Act (OBBBA) was signed into law in 2025 and made sweeping changes across the tax code. While some provisions took effect immediately, several significant individual tax changes did not become effective until January 1, 2026. Now that we are more than halfway through 2026, many taxpayers may not realize just how many of these changes…
By: John Smith
JUN 30, 2026
4 MIN READ
4 MIN READ
Built to Last: What America’s 250th Birthday Teaches Us About Family Legacy
This July Fourth marks a significant milestone for our country as the United States of America is celebrating 250 years of independence. This presents an opportunity to reflect on what it took for our Nation to get here and what it will take to continue the legacy forward. Generations of Americans built on what came before them. As wealth advisors,…
By: John Smith
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