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 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.
Our Trust Team
Our collaborative, hands-on trust team provides administrative, investment, legal and accounting expertise to support you and your heirs. Our 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
Dawn Bitton
Senior Vice President
Trust & Family Office Advisor
Rocky Mountain Market Leader
Rocky Mountain Market Leader
720.844.3406
Amy Brand
Senior Vice President
Trust & Family Office Advisor
Director of Investments
314.290.8637
Robert Grunzinger
Executive Vice President
Trust & Family Office Chief Operating Officer
314.290.8725
Alex Hager
Assistant Vice President
Trust & Family Office
Financial Advisor Associate
314.290.8642
Allen Palmquist, Jr.
Senior Vice President
Trust & Family Office Advisor
Trust & Family Office Advisor
Lucas Maxwell
Senior Vice President
Trust & Family Office Advisor
Greg Rodgers
Senior 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
Executive Vice President
Chief Fiduciary Officer
314.290.8715
Angie Ilko
Vice President
Trust Advisor
314.290.8741
Tait Johnson
Senior Vice President
Trust & Family Office Advisor
720.844.3408
Nathan Black
Assistant Vice President
Trust & Family Office
Financial Advisor Associate
314.290.8682
.png)
Ben Reznik
Senior Vice President
Trust & Family Office Advisor
720.844.3410
%20-%20Headshot%20(5).png)
Scott Shelton
Assistant Vice President
Trust & Family Office
Financial Advisor Associate
314.290.8651
Austin Laslo
Assistant Vice President
Trust & Family Office
Financial Advisor Associate
314.290.8667
Rebecca James
Vice President
Trust Advisor
314.290.8643
Katie Adams
FPQP®
Trust & Family Office Coordinator
Erin Bowman
AIF®
Trust & Family Office Senior Analyst
Quin Cronin
Trust & Family Office Analyst
Kelli Dempsey
Senior Vice President
Trust & Family Office
Client Experience Manager
Client Experience Manager
Katie Dunn
CTFA
Trust & Family Office Analyst
Matthew Harlow
MBA, CFA®
Vice President
Trust & Family Office
Analyst Manager
Analyst Manager
Kayla Hartwig
FPQP®
Trust & Family Office Executive Administrative Assistant
Maryanne Homa
FPQP®
Trust & Family Office
Senior Coordinator
Jennifer LaPresta
Trust Associate
Jen Lochmann
Trust & Family Office Coordinator
Melissa Karl
FPQP®
Team Lead
Trust & Family Office Senior Coordinator
%20-%20Headshot%20(6).png)
Jamie Maurer
FPQP®
Trust Associate
Kylie McDonald
Trust & Family Office Coordinator
Christine Miller
FPQP®, AWMA®
Team Lead
Trust & Family Office Senior Analyst
%20-%20Headshot%20(7).png)
Drake Naylor
CFP®
Trust & Family Office Senior Financial Analyst
Chantelle Paul
FPQP®
Trust & Family Office Coordinator
Maggie Washburn
FPQP®
Trust & Family Office Coordinator