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
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Amy Brand
Senior Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637
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Robert Grunzinger
Senior Vice President
Trust & Family Office
314.290.8725
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Dawn Bitton
Senior Vice President
Trust & Family Office
Rocky Mountain Market Leader
Rocky Mountain Market Leader
720.844.3406
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Greg Rodgers
Vice President
Trust & Family Office Advisor
314.290.8733
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Matthew Wagner
Chief Practice Officer
Trust & Family Office Advisor
314.290.8640
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Curtis Searcy
President
Trust & Family Office
314.290.8716
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Allen Palmquist, Jr.
Senior Vice President
Trust & Family Office Advisor
Trust & Family Office Advisor
314.290.8770
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Adam Basler
Trust & Family Office
Financial Advisor Associate
314.290.8736
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Alex Hager
Trust & Family Office
Financial Advisor Associate
314.290.8642
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Tait Johnson
Senior Vice President
Trust & Family Office Advisor
Trust & Family Office Advisor
720.844.3408
Kelli Dempsey
Vice President
Trust & Family Office
Coordinator Manager
Coordinator Manager
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Katie Dunn
Trust & Family Office Analyst
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Maryanne Homa
Trust & Family Office Coordinator
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Melissa Karl
Team Lead
Trust & Family Office Coordinator
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Matthew Kasten
Team Lead
Trust & Family Office Analyst
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Christine Miller
Trust & Family Office Analyst
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Drake Naylor
Trust & Family Office Analyst
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Austin Laslo
Trust & Family Office Analyst
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Kayla Hartwig
Trust & Family Office Executive Administrative Assistant
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Jen Lochmann
Trust & Family Office Coordinator
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Matthew Harlow
Vice President
Trust & Family Office
Analyst Manager
Analyst Manager
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Quin Cronin
Trust & Family Office Analyst
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