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
Senior 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

Nathan Black
Assistant Vice President
Trust & Family Office
Financial Advisor Associate
314.290.8682

Alex Hager
Assistant Vice President
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
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Ben Reznik
Senior Vice President
Trust & Family Office Advisor
Trust & Family Office Advisor
720.844.3410

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

Maggie Washburn
Trust & Family Office Coordinator

Tristan Sobey
Trust & Family Office Analyst/Coordinator

Chantelle Paul
Trust & Family Office Coordinator

Drake Naylor
Trust & Family Office
Senior Financial Analyst

Christine Miller
Trust & Family Office Analyst

Jen Lochmann
Trust & Family Office Coordinator


Melissa Karl
Team Lead
Trust & Family Office Coordinator

Maryanne Homa
Trust & Family Office
Senior Coordinator

Kayla Hartwig
Trust & Family Office Executive Administrative Assistant

Matthew Harlow
Vice President
Trust & Family Office
Analyst Manager
Analyst Manager

Katie Dunn
Trust & Family Office Analyst

Kelli Dempsey
Vice President
Trust & Family Office
Coordinator Manager
Coordinator Manager

Quin Cronin
Trust & Family Office Analyst

Erin Bowman
Trust & Family Office Senior Analyst

Katie Adams
Trust & Family Office Coordinator