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
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
Allen Palmquist, Jr.
Senior Vice President
Trust & Family Office Advisor
Trust & Family Office Advisor
314.290.8770
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
Trust & Family Office Advisor
720.844.3408
Kelli Dempsey
Vice President
Trust & Family Office
Coordinator Manager
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
Analyst Manager
Quin Cronin
Trust & Family Office Analyst