Our Team

Curious Strategic Expert

With decades of experience in multi-generational wealth management, our advisors focus on your family and your individual needs.

Category: Principals

Mike Bartolacci, JD
Mike Bartolacci, JD
General Counsel
Mike Bartolacci, JD
Kris Anderson, CFA®
Kris Anderson, CFA®
Principal
Kris Anderson, CFA®
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®
Director of Investment Research
Alex Bates, CFA®, CAIA®
Anna Bertman
Anna Bertman
Principal
Anna Bertman
Spencer B. Burke
Spencer B. Burke
Senior Counsel at St. Louis Trust & Family Office
Spencer B. Burke
Katie Fakonas, JD, CPA
Katie Fakonas, JD, CPA
Principal
Katie Fakonas, JD, CPA
Voula Francis, JD, CFP®
Voula Francis, JD, CFP®
Principal
Voula Francis, JD, CFP®
Liz Goldenberg, CPA
Liz Goldenberg, CPA
Principal
Liz Goldenberg, CPA
Leslie Hodges
Leslie Hodges
Principal
Leslie Hodges
Paul Hoffman
Paul Hoffman
Principal
Paul Hoffman
John M. Jennings, JD
John M. Jennings, JD
President and Chief Strategist of St. Louis Trust & Family Office
John M. Jennings, JD
Jennifer Juris
Jennifer Juris
Principal
Jennifer Juris
Zach Leeds, CPA
Zach Leeds, CPA
Principal
Zach Leeds, CPA
Julia J. (“Julie”) Lilly, JD
Julia J. (“Julie”) Lilly, JD
Chief Executive Officer of St. Louis Trust & Family Office
Julia J. (“Julie”) Lilly, JD
Carrie Naylor
Carrie Naylor
Principal
Carrie Naylor
Jen Sanwald, JD, TEP
Jen Sanwald, JD, TEP
Principal
Jen Sanwald, JD, TEP
Ty Schwieterman, JD
Ty Schwieterman, JD
Principal
Ty Schwieterman, JD
Anna Sears, CFA®
Anna Sears, CFA®
Principal
Anna Sears, CFA®
Michael Small
Michael Small
Executive Vice President and CFO
Michael Small
Tami Smull, CPA, CFP®
Tami Smull, CPA, CFP®
Principal
Tami Smull, CPA, CFP®
John Stika
John Stika
Principal
John Stika
Greg Stokke, CFA®, CFP®
Greg Stokke, CFA®, CFP®
Principal
Greg Stokke, CFA®, CFP®