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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
Kelly Richert Headshot

Kelly Richert

Executive Vice President
Trust Counsel
Trust & Family Office Advisor
314.290.8641
Greg Rodgers Headshot

Greg Rodgers

Assistant Vice President
Trust & Family Office Advisor
314.290.8733
Matt Wagner Headshot

Matthew Wagner

Trust & Family Office President
Trust & Family Office Advisor
314.290.8640
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Our Team Specialists

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Adam Basler

Trust & Family Office Analyst
314.290.8736

Sarah Burkemper

Trust & Family Office 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

Brian Hodel

Senior Trust & Family Office Analyst
314.290.8645

Maryanne Homa

Trust & Family Office Coordinator
314.290.8746

Melissa Karl

Trust & Family Office Coordinator
314.290.8743

Matthew Kasten

Trust & Family Office Analyst 
314.290.8738

Bonnie Murphy

Trust & Family Office Coordinator
314.290.8643

Drake Naylor

Trust & Family Office Analyst
314.290.8727

Kara Russo

Senior Trust & Family Office Operations Specialist
314.290.8613

Neil Sanders

Trust & Family Office
Operations Specialist
314.290.8734

Jody Stone

Vice President
Trust & Family Office
Operations Supervisor
314.290.8619