A crowd of people blurred as they walk by quickly.
 

Trust & Family Office Team

Parkside Trust & Family Office

Our experienced advisors combine the expertise of our Trust & Family Office Teams to provide comprehensive financial solutions tailored to your individual and generational needs. With unwavering dedication, we offer the highest standards of fiduciary responsibility as corporate trustees while delivering personalized support and guidance through our family office services.
 
With us, you can have confidence that your financial well-being is in capable hands.
 
Our Family Office Team

Our Trust 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. 

As a corporate trustee, we uphold the highest standards of fiduciary responsibility and have ingrained it into our very culture as an organization. Our collaborative, hands-on team provides administrative, investment, legal and accounting expertise to support you and your heirs.

Our trust professionals manage assets, distributions, reporting and other fiduciary matters to relieve your family of that burden. We are unwavering in our commitment to achieve the very best for our clients from one generation to the next.

Trust & Family Office Advisors

Adam Basler

Trust & Family Office
Financial Advisor Associate
314.290.8736

Dawn Bitton

Senior Vice President
Trust & Family Office
Rocky Mountain Market Leader
720.844.3406

Amy Brand

Senior Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637

Robert Grunzinger

Senior Vice President
Trust & Family Office

Alex Hager

Trust & Family Office
Financial Advisor Associate
314.290.8642

Lucas Maxwell

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

Greg Rodgers

Vice President
Trust & Family Office Advisor
314.290.8733

Curtis Searcy

President
Trust & Family Office
314.290.8716

Matthew Wagner

Chief Practice Officer
Trust & Family Office Advisor
314.290.8640

Justin Meyer, Esq.

Executive Vice President
Chief Fiduciary Officer
314.290.8715

Tait Johnson

Senior Vice President
Trust & Family Office Advisor
720.844.3408

Nathan Black

Trust & Family Office
Financial Advisor Associate
314.290.8682



























Trust & Family Office Specialists

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Maggie Washburn

Trust & Family Office Coordinator

Tristan Sobey

Trust & Family Office Analyst/Coordinator

Drake Naylor

Trust & Family Office Analyst

Christine Miller

Trust & Family Office Analyst

Jen Lochmann

Trust & Family Office Coordinator

Jackie Lee

Trust & Family Office Coordinator

Austin Laslo

Trust & Family Office Analyst

Jennifer LaPresta

Trust Associate

Matthew Kasten

Team Lead
Trust & Family Office Analyst 

Melissa Karl

Team Lead
Trust & Family Office Coordinator

Maryanne Homa

Trust & Family Office Coordinator

Kayla Hartwig

Trust & Family Office Executive Administrative Assistant

Matthew Harlow

Vice President
Trust & Family Office
Analyst Manager

Katie Dunn

Trust & Family Office Analyst

Kelli Dempsey

Vice President
Trust & Family Office
Coordinator Manager

Quin Cronin

Trust & Family Office Analyst

Kim Bremer

Trust Associate

Katie Adams

Trust & Family Office Coordinator