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

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
Sarah Burkemper
Trust & Family Office
Marketing Coordinator
Marketing Coordinator
314.290.8617
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