ABOUT

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Skrobonja Financial

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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.

Ready to partner with us to reach your full financial potential?

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About The Founder

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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.

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A Network With

Expansive Capabilities

Skrobonja Tax and Financial

Our Team Is Our Family

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We’re Here To Serve Your Family 

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Brian Skrobonja ChFC®, CPWA®

Brian Skrobonja ChFC®, CPWA®

Founder and President

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Brian Skrobonja ChFC®, CPWA®

Brian Skrobonja ChFC®, CPWA®

Founder and President


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.

Tyler Skrobonja

Tyler Skrobonja

Operations and Client Onboarding

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Tyler Skrobonja

Tyler Skrobonja

Operations and Client Onboarding


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.

Kari Skrobonja

Kari Skrobonja

Client Care

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Kari Skrobonja

Kari Skrobonja

Client Care


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.

Malori Rieger

Malori Rieger

Client Care

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Malori Rieger

Malori Rieger

Client Care


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!

Taylor Skrobonja

Taylor Skrobonja

Client Care

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Taylor Skrobonja

Taylor Skrobonja

Client Care


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. ☕︎

Tennessee Ervin

Tennessee Ervin

Client Onboarding

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Tennessee Ervin

Tennessee Ervin

Client Onboarding


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 Skrobonja ChFC®, CPWA®

Brian Skrobonja ChFC®, CPWA®

Founder and President

Close Button
Brian Skrobonja ChFC®, CPWA®

Brian Skrobonja ChFC®, CPWA®

Founder and President


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.

Tyler Skrobonja

Tyler Skrobonja

Operations and Client Onboarding

Close Button
Tyler Skrobonja

Tyler Skrobonja

Operations and Client Onboarding


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.

Kari Skrobonja

Kari Skrobonja

Client Care

Close Button
Kari Skrobonja

Kari Skrobonja

Client Care


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.

Malori Rieger

Malori Rieger

Client Care

Close Button
Malori Rieger

Malori Rieger

Client Care


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!

Taylor Skrobonja

Taylor Skrobonja

Client Care

Close Button
Taylor Skrobonja

Taylor Skrobonja

Client Care


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. ☕︎

Tennessee Ervin

Tennessee Ervin

Client Onboarding

Close Button
Tennessee Ervin

Tennessee Ervin

Client Onboarding


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.

Our Core Values Are More Than Just Words

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THEY ARE OUR WAY OF LIFE.

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.

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Be A Light In A
Broken Industry

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Do What Is
Right

Deliver ‘WOW’
Experiences

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Have Open & Honest Communication

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Be An
Indispensible
Hero

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Challenge The
Status Quo

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