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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
Trust & Family Office
Operations
314.290.8725



Greg Rodgers Headshot

Greg Rodgers

Vice President
Trust & Family Office Advisor
314.290.8733
Matt Wagner Headshot

Matthew Wagner

Chief Practice Officer
Trust & Family Office Advisor
314.290.8640

Curtis Searcy

President
Trust & Family Office
314.290.8716

Lucas Maxwell

Senior Vice President
Trust & Family Office Advisor
lmaxwell@pfbt.com
314.290.8636

Allen Palmquist, Jr.

Senior Vice President
Trust & Family Office Advisor
















































Our Team Specialists

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Adam Basler

Trust & Family Office Financial Advisor Associate

Kim Bremer

Trust & Family Office Coordinator

Kelli Dempsey

Vice President
Trust & Family Office
Support Supervisor

Katie Dunn

Trust & Family Office Analyst

Alex Hager

Trust & Family Office Financial Advisor Associate

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