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Family Office Team

Our Family Office Team

Our experienced professionals partner with you through all of life’s stages.  We analyze your complete financial portfolio, consider your goals and objectives, and prepare you for what’s ahead.  By maintaining total objectivity, we look at your best interests under all circumstances. This is how—and why—we build relationships that last. 

Please consult one of our team members for more information on how we can serve all of your complex financial needs.

Family Office Services

Amy Voloto Team Headshot

Amy Brand

Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637

Robert Grunzinger

Senior Vice President
314.290.8725



Greg Rodgers Headshot

Greg Rodgers

Vice President
Trust & Family Office Advisor
314.290.8733
Matt Wagner Headshot

Matthew Wagner

Chief Practice Officer
Trust & Family Office Advisor
314.290.8640

Curtis Searcy

President
Trust & Family Office
314.290.8716

Lucas Maxwell

Senior Vice President
Trust & Family Office Advisor
lmaxwell@pfbt.com
314.290.8636



















































Our Team Specialists

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Adam Basler

Trust & Family Office Analyst
314.290.8736

Sarah Burkemper

Trust & Family Office
Marketing Coordinator
314.290.8617

Kelli Dempsey

Vice President
Trust & Family Office
Support Supervisor
314.290.8644

Katie Dunn

Trust & Family Office Analyst
314.290.8744

Robert Grunzinger

Senior Vice President
Trust & Family Office
314.290.8725


Maryanne Homa

Trust & Family Office Coordinator
314.290.8746

Christine Miller

Trust & Family Office Analyst
314.290.8624

Melissa Karl

Trust & Family Office Coordinator Team Lead
314.290.8743

Matthew Kasten

Trust & Family Office Analyst 
Team Lead
314.290.8738

Jackie Lee

Trust & Family Office Coordinator

314.290.8707

Drake Naylor

Trust & Family Office Analyst
314.290.8727






Alex Hager

Trust & Family Office Analyst
314.290.8642