Skrobonja Financial Group is based just outside of St Louis, Missouri and dedicated to helping clients like you create the Retirement, Wealth, and/or Legacy you want by creating Cashflow Confidence™.
Founded in 1993, Skrobonja Financial Group was created by Brian Skrobonja based on his experience dealing with a broken financial industry that too often focused on product sales over holistic planning solutions that truly serve the needs of you and your family.
That’s why we take a comprehensive approach as your family’s Full-Service Financial Concierge, managing your financial needs and financial team to create the cashflow you need to bring your unique goals and vision for the future to life.
Brian is a Certified Private Wealth Advisor (CPWA®) and Chartered Financial Consultant (ChFC®) professional with over thirty years of experience. He is passionate about educating his audience through his books, podcast, blog, and speaking on topics related to wealth creation, preservation, and utilization.
He is the author of three books: “Common Sense,” “Generational Planning” and “Retirement Planning,” and is the host of the FORBES Top 10 Podcasts by Financial Advisors, the Common-Sense Financial™ podcast. He has been featured on KMOX radio and 97.1 FM Talk in St. Louis and has been interviewed by Advisors Magazine.
In 2018 he received the Future 50 Company award and in 2021 received Best in business by St. Louis Small Business Monthly, a publication which named Brian among the Best Wealth Managers in St. Louis in 2017, 2019, 2020, 2021 and 2022. He is a regular contributor to Kiplinger magazine.
Brian is a Professional Certified Private Wealth Advisor (CPWA®) and a Chartered Financial Consultant (ChFC®) with over thirty years of professional experience. He is passionate about educating his audience through his books, podcast, blog, and speaking on topics related to wealth creation, preservation, and utilization.
He is the author of three books: “Common Sense,” “Generational Planning” and “Retirement Planning,” and is the host of the FORBES Top 10 Podcasts by Financial Advisors, the Common-Sense Financial™ podcast. He has been featured on KMOX radio and 97.1 FM Talk in St. Louis and has been interviewed by Advisors Magazine.
In 2018 he received the Future 50 Company award and in 2021 received Best in business by St. Louis Small Business Monthly, a publication which named Brian among the Best Wealth Managers in St. Louis in 2017, 2019, 2020, 2021 and 2022. He is a regular contributor to Kiplinger magazine.
As the head of operations, my role is dynamic, from keeping the team on track with projects to ensuring the office runs efficiently. I'm often found running between backstage operations and client-facing meetings, allowing me to interact with everyone in the office while getting to know our clients.
I graduated from Missouri Baptist University in 2014 with a Bachelor of Science in Business Administration. Holding a Life and Health Insurance license and a Series 7 securities license, I'm currently working on obtaining my Series 66 license and other certifications. I've been working full-time with Skrobonja Financial since 2016 and am thrilled to work alongside friends and family who all care about each other - which, I believe, translates into the care we have for our clients. I find it exciting to see plans come together for our clients and to play a pivotal role in their lives.
I'm also the College Pastor at First Baptist Arnold and have a wonderful family: Taylor, my wife, and our three great kids: Waylon, McCoy, and SallyAnn. We have two Bluetick beagles named Willie and Charlie and a black cat named Smokey. I enjoy playing guitar, hunting, fishing, skateboarding, and playing baseball, and I'm a fan of Pirates of the Caribbean. Growing up, I loved reading John Maxwell books while all the other kids watched SpongeBob.
I'm part of our client service team and am the voice behind the client annual plan reviews, working with clients to ensure they stay on track with their financial situation and planning journey. I've been involved in the family business since 2014, filling various roles to support the back office processes.
Working in a family business is rewarding, especially seeing the positive impact we make on our clients and their families. I joined the business to support my husband, Brian, in his efforts to serve our clients. Working alongside family and friends is a joy, and I'm excited to see our children now involved, carrying forward the legacy we've built.
My husband Brian and I have three children and five grandchildren, and I spend much of my time with them. I'm a Christian, serving in our church's ministry for college-aged adults. I'm passionate about international missions and frequently travel to Southeast Asia, leading teams overseas to spread the gospel and build relationships. I volunteer to facilitate a sponsorship program supporting children overseas. I enjoy crossfit and mountain biking.
I'm part of our client service team, here to assist you with any account-related inquiries, service needs such as money movement, beginning retirement income, or account maintenance. I've been a part of Skrobonja Financial for the past 7 years, with the last 3 years serving as the Client Services Associate. I hold a Bachelor's Degree from Missouri Baptist University.
I chose to work at Skrobonja Financial for the family aspect of the company. Our office environment and community are truly unique, and our team’s family-like quality provides incredible support and confidence, making even the toughest days better. I find great joy in assisting our clients, helping them navigate their financial journeys, and witnessing the clarity and excitement they gain for their futures.
Personally, I'm a devoted follower of Jesus Christ, married to my husband Rex, and we're proud parents of two sweet daughters, Audrey and Ada. We love coffee dates, reading, and trips to the zoo or park with the little ones. If I had it my way we would end most of our days watching Harry Potter. A girl can dream!
I'm part of our client service team, working behind the scenes, preparing and gathering account information for our clients annual plan review while supporting our operations team establishing new accounts. I've been with Skrobonja Financial since 2017 after graduating from Missouri Baptist University. I've chosen to work at Skrobonja Financial because I believe in our team's commitment to doing what's right. The strong leadership and shared goals among my colleagues make it feel like a true team environment. Working with a team of talented, hard-working individuals that values integrity pushes me to grow both personally and professionally.
I'm married to Tyler (who also works here), and we're blessed with three beautiful, kindhearted kids: Waylon, McCoy, and SallyAnn. We enjoy spending time outdoors, watching Meat Eater reruns, and serving in our church. I'm a follower of Jesus and a homebody who loves cozy rainy days, coffee, and a good book. ☕︎
I'm part of the operations team, responsible for opening client accounts, assisting in fund transfers, and tracking and archiving account information. I'm also involved in the day-to-day back office operations and may reach out for additional information on your account as needed.
I graduated with a Bachelor's of Science in Economics & Finance from Southwest Baptist University in December 2021. After starting as an intern in the summer of 2020, I joined Skrobonja Financial full-time after graduating. I'm licensed in life and health insurance in Missouri and working on other licenses and certifications.
I chose to work at Skrobonja Financial because of its holistic approach to financial planning, focusing on helping clients reach their goals rather than just selling products.
Personally, I'm about to get married to my fiancée Ally this fall. I'm active in my church, serving as a small group leader in the student ministry. I love playing guitar, board games with family, and watching St. Louis Blues hockey.
Brian is a Professional Certified Private Wealth Advisor (CPWA®) and a Chartered Financial Consultant (ChFC®) with over thirty years of professional experience. He is passionate about educating his audience through his books, podcast, blog, and speaking on topics related to wealth creation, preservation, and utilization.
He is the author of three books: “Common Sense,” “Generational Planning” and “Retirement Planning,” and is the host of the FORBES Top 10 Podcasts by Financial Advisors, the Common-Sense Financial™ podcast. He has been featured on KMOX radio and 97.1 FM Talk in St. Louis and has been interviewed by Advisors Magazine.
In 2018 he received the Future 50 Company award and in 2021 received Best in business by St. Louis Small Business Monthly, a publication which named Brian among the Best Wealth Managers in St. Louis in 2017, 2019, 2020, 2021 and 2022. He is a regular contributor to Kiplinger magazine.
As the head of operations, my role is dynamic, from keeping the team on track with projects to ensuring the office runs efficiently. I'm often found running between backstage operations and client-facing meetings, allowing me to interact with everyone in the office while getting to know our clients.
I graduated from Missouri Baptist University in 2014 with a Bachelor of Science in Business Administration. Holding a Life and Health Insurance license and a Series 7 securities license, I'm currently working on obtaining my Series 66 license and other certifications. I've been working full-time with Skrobonja Financial since 2016 and am thrilled to work alongside friends and family who all care about each other - which, I believe, translates into the care we have for our clients. I find it exciting to see plans come together for our clients and to play a pivotal role in their lives.
I'm also the College Pastor at First Baptist Arnold and have a wonderful family: Taylor, my wife, and our three great kids: Waylon, McCoy, and SallyAnn. We have two Bluetick beagles named Willie and Charlie and a black cat named Smokey. I enjoy playing guitar, hunting, fishing, skateboarding, and playing baseball, and I'm a fan of Pirates of the Caribbean. Growing up, I loved reading John Maxwell books while all the other kids watched SpongeBob.
I'm part of our client service team and am the voice behind the client annual plan reviews, working with clients to ensure they stay on track with their financial situation and planning journey. I've been involved in the family business since 2014, filling various roles to support the back office processes.
Working in a family business is rewarding, especially seeing the positive impact we make on our clients and their families. I joined the business to support my husband, Brian, in his efforts to serve our clients. Working alongside family and friends is a joy, and I'm excited to see our children now involved, carrying forward the legacy we've built.
My husband Brian and I have three children and five grandchildren, and I spend much of my time with them. I'm a Christian, serving in our church's ministry for college-aged adults. I'm passionate about international missions and frequently travel to Southeast Asia, leading teams overseas to spread the gospel and build relationships. I volunteer to facilitate a sponsorship program supporting children overseas. I enjoy crossfit and mountain biking.
I'm part of our client service team, here to assist you with any account-related inquiries, service needs such as money movement, beginning retirement income, or account maintenance. I've been a part of Skrobonja Financial for the past 7 years, with the last 3 years serving as the Client Services Associate. I hold a Bachelor's Degree from Missouri Baptist University.
I chose to work at Skrobonja Financial for the family aspect of the company. Our office environment and community are truly unique, and our team’s family-like quality provides incredible support and confidence, making even the toughest days better. I find great joy in assisting our clients, helping them navigate their financial journeys, and witnessing the clarity and excitement they gain for their futures.
Personally, I'm a devoted follower of Jesus Christ, married to my husband Rex, and we're proud parents of two sweet daughters, Audrey and Ada. We love coffee dates, reading, and trips to the zoo or park with the little ones. If I had it my way we would end most of our days watching Harry Potter. A girl can dream!
I'm part of our client service team, working behind the scenes, preparing and gathering account information for our clients annual plan review while supporting our operations team establishing new accounts. I've been with Skrobonja Financial since 2017 after graduating from Missouri Baptist University. I've chosen to work at Skrobonja Financial because I believe in our team's commitment to doing what's right. The strong leadership and shared goals among my colleagues make it feel like a true team environment. Working with a team of talented, hard-working individuals that values integrity pushes me to grow both personally and professionally.
I'm married to Tyler (who also works here), and we're blessed with three beautiful, kindhearted kids: Waylon, McCoy, and SallyAnn. We enjoy spending time outdoors, watching Meat Eater reruns, and serving in our church. I'm a follower of Jesus and a homebody who loves cozy rainy days, coffee, and a good book. ☕︎
I'm part of the operations team, responsible for opening client accounts, assisting in fund transfers, and tracking and archiving account information. I'm also involved in the day-to-day back office operations and may reach out for additional information on your account as needed.
I graduated with a Bachelor's of Science in Economics & Finance from Southwest Baptist University in December 2021. After starting as an intern in the summer of 2020, I joined Skrobonja Financial full-time after graduating. I'm licensed in life and health insurance in Missouri and working on other licenses and certifications.
I chose to work at Skrobonja Financial because of its holistic approach to financial planning, focusing on helping clients reach their goals rather than just selling products.
Personally, I'm about to get married to my fiancée Ally this fall. I'm active in my church, serving as a small group leader in the student ministry. I love playing guitar, board games with family, and watching St. Louis Blues hockey.
We know that companies with a strong CULTURE and a higher PURPOSE make the biggest IMPACT in the world.
As we continue to grow, we strive to build on these Core Values.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Financial Group, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.