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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 Brand

Senior Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637

Robert Grunzinger

Senior Vice President
Trust & Family Office
314.290.8725

Dawn Bitton

Senior Vice President
Trust & Family Office
Rocky Mountain Market Leader
720.844.3406

Greg Rodgers

Vice President
Trust & Family Office Advisor
314.290.8733

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

Allen Palmquist, Jr.

Senior Vice President
Trust & Family Office Advisor

Adam Basler

Trust & Family Office
Financial Advisor Associate
314.290.8736

Alex Hager

Trust & Family Office
Financial Advisor Associate
314.290.8642

Tait Johnson

Senior Vice President
Trust & Family Office Advisor







































Our Team Specialists

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Kelli Dempsey

Vice President
Trust & Family Office
Coordinator Manager

Katie Dunn

Trust & Family Office Analyst




Maryanne Homa

Trust & Family Office Coordinator

Melissa Karl

Team Lead
Trust & Family Office Coordinator

Matthew Kasten

Team Lead
Trust & Family Office Analyst 

Jackie Lee

Trust & Family Office Coordinator

Christine Miller

Trust & Family Office Analyst

Drake Naylor

Trust & Family Office Analyst

Austin Laslo

Trust & Family Office Analyst

Kayla Hartwig

Trust & Family Office Executive Administrative Assistant

Jen Lochmann

Trust & Family Office Coordinator

Matthew Harlow

Vice President
Trust & Family Office
Analyst Manager

Quin Cronin

Trust & Family Office Analyst