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
Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637
Robert Grunzinger
Senior Vice President
314.290.8725

Kelly Richert
Executive Vice President
Trust Counsel
Trust & Family Office Advisor
314.290.8641

Greg Rodgers
Assistant Vice President
Trust & Family Office Advisor
314.290.8733

Matthew Wagner
Trust & Family Office President
Trust & Family Office Advisor
314.290.8640
Kelli Dempsey
Vice President
Trust & Family Office
Support Supervisor
Support Supervisor
314.290.8644
Robert Grunzinger
Senior Vice President
Trust & Family Office
314.290.8725
Kara Russo
Senior Trust & Family Office Operations Specialist
314.290.8613
Neil Sanders
Trust & Family Office
Operations Specialist
Operations Specialist
314.290.8734
Jody Stone
Vice President
Trust & Family Office
Operations Supervisor
Operations Supervisor
314.290.8619