Our Team

Curious Strategic Expert

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

Kris Anderson, CFA®
Kris Anderson, CFA®
Principal
Kris Anderson, CFA®
Mike Bartolacci, JD
Mike Bartolacci, JD
General Counsel
Mike Bartolacci, JD
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®
Director of Investment Research
Alex Bates, CFA®, CAIA®
Anna Bertman
Anna Bertman
Principal
Anna Bertman
Garrett Blair
Garrett Blair
Manager
Garrett Blair
Ryan Brandt, CPA
Ryan Brandt, CPA
Manager
Ryan Brandt, CPA
Elli Brunts
Elli Brunts
Associate
Elli Brunts
Spencer B. Burke
Spencer B. Burke
Senior Counsel at St. Louis Trust & Family Office
Spencer B. Burke
Logan Carolan
Logan Carolan
Associate
Logan Carolan
Kim Corpuz
Kim Corpuz
Associate
Kim Corpuz
Lollie Coulter
Lollie Coulter
Manager
Lollie Coulter
Gavin Coveney, JD
Gavin Coveney, JD
Associate
Gavin Coveney, JD
Christy Davis
Christy Davis
Coordinator
Christy Davis
Jennifer De Jong
Jennifer De Jong
Coordinator
Jennifer De Jong
Kendall Ducey, CPA
Kendall Ducey, CPA
Manager
Kendall Ducey, CPA
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
Connie Irvin
Connie Irvin
Coordinator
Connie Irvin
John M. Jennings, JD
John M. Jennings, JD
President and Chief Strategist of St. Louis Trust & Family Office
John M. Jennings, JD
Jill Jovanovic
Jill Jovanovic
Coordinator
Jill Jovanovic
Jennifer Juris
Jennifer Juris
Principal
Jennifer Juris
Adam Kerschinske
Adam Kerschinske
Manager
Adam Kerschinske
Carrie Kinealy
Carrie Kinealy
Manager
Carrie Kinealy
Andrea Knysak
Andrea Knysak
Manager
Andrea Knysak
Kevin Koyn
Kevin Koyn
Manager
Kevin Koyn
Christine Lee
Christine Lee
Associate
Christine Lee
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
Lashonda Love
Lashonda Love
Coordinator
Lashonda Love
Jen Manley
Jen Manley
Coordinator
Jen Manley
Rachel Marinaro
Rachel Marinaro
Associate
Rachel Marinaro
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Manager
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Katharine Middleton
Katharine Middleton
Manager
Katharine Middleton
Megan Mocker
Megan Mocker
Coordinator
Megan Mocker
Karen Monterusso
Karen Monterusso
Coordinator
Karen Monterusso
Caroline Moore
Caroline Moore
Manager
Caroline Moore
Jill Moore
Jill Moore
Manager
Jill Moore
Carrie Naylor
Carrie Naylor
Principal
Carrie Naylor
Emily Neubauer
Emily Neubauer
Coordinator
Emily Neubauer
Andrew Ogle, CPA
Andrew Ogle, CPA
Manager
Andrew Ogle, CPA
Wendy Parker
Wendy Parker
Coordinator
Wendy Parker
Mindy Pool
Mindy Pool
Coordinator
Mindy Pool
Anna Poppell
Anna Poppell
Manager
Anna Poppell
Taylor Richards
Taylor Richards
Manager
Taylor Richards
Trisha Rothgangel, CPA
Trisha Rothgangel, CPA
Manager
Trisha Rothgangel, CPA
Anna Rudoi, JD, MBA
Anna Rudoi, JD, MBA
Manager
Anna Rudoi, JD, MBA
Paul Ruppe, CFA®, CPA
Paul Ruppe, CFA®, CPA
Manager
Paul Ruppe, CFA®, CPA
Katie Sanders
Katie Sanders
Associate
Katie Sanders
Jen Sanwald, JD, TEP
Jen Sanwald, JD, TEP
Principal
Jen Sanwald, JD, TEP
Ty Schwieterman, JD
Ty Schwieterman, JD
Principal
Ty Schwieterman, JD
Kristine Scott
Kristine Scott
Associate
Kristine Scott
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®
Ken Stable, JD
Ken Stable, JD
Manager
Ken Stable, JD
Andrew Stange, CFA®
Andrew Stange, CFA®
Associate
Andrew Stange, CFA®
John Stika
John Stika
Principal
John Stika
Greg Stokke, CFA®, CFP®
Greg Stokke, CFA®, CFP®
Principal
Greg Stokke, CFA®, CFP®
Sean Sullivan, CFA®
Sean Sullivan, CFA®
Manager
Sean Sullivan, CFA®
Jenny Taylor
Jenny Taylor
Manager
Jenny Taylor
Klaire Whiteside, CFP®
Klaire Whiteside, CFP®
Manager
Klaire Whiteside, CFP®