Our Team

Curious Strategic Expert

Our Team - St. Louis Trust & Family Office

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®
Alex Bates, CFA®, CAIA®
Alex Bates, CFA®, CAIA®
Principal
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
Spencer B. Burke
Spencer B. Burke
Senior Counsel at St. Louis Trust & Family Office
Spencer B. Burke
Logan Carolan
Logan Carolan
Associate
Logan Carolan
Lollie Coulter
Lollie Coulter
Manager
Lollie Coulter
Christy Davis
Christy Davis
Coordinator
Christy Davis
Jennifer De Jong
Jennifer De Jong
Coordinator
Jennifer De Jong
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
Kevin Koyn
Kevin Koyn
Manager
Kevin Koyn
Andrea Knysak
Andrea Knysak
Manager
Andrea Knysak
Meredith LaRock, CFP®
Meredith LaRock, CFP®
Manager
Meredith LaRock, CFP®
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. CFP®, FMVA®
Jeffrey Meyers, Jr. CFP®, FMVA®
Manager
Jeffrey Meyers, Jr. CFP®, FMVA®
Katharine Middleton
Katharine Middleton
Manager
Katharine Middleton
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
Adrianna Patrick
Adrianna Patrick
Coordinator
Adrianna Patrick
Mindy Pool
Mindy Pool
Coordinator
Mindy Pool
Taylor Richards
Taylor Richards
Manager
Taylor Richards
Trisha Rothgangel
Trisha Rothgangel
Manager
Trisha Rothgangel
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
Michael Small
Tami Smull, CPA, CFP®
Tami Smull, CPA, CFP®
Principal
Tami Smull, CPA, CFP®
Andrew Stange
Andrew Stange
Associate
Andrew Stange
John Stika
John Stika
Principal
John Stika
Greg Stokke, CFA®, CFP®
Greg Stokke, CFA®, CFP®
Principal
Greg Stokke, CFA®, CFP®
Cece Strand CPA, SPHR®
Cece Strand CPA, SPHR®
Chief Financial Officer
Cece Strand CPA, SPHR®
Sean Sullivan, CFA
Sean Sullivan, CFA
Manager
Sean Sullivan, CFA
Jenny Taylor
Jenny Taylor
Manager
Jenny Taylor
Derrick Wash
Derrick Wash
Associate
Derrick Wash
Klaire Whiteside, CFP®
Klaire Whiteside, CFP®
Manager
Klaire Whiteside, CFP®
Joe Witt
Joe Witt
Associate
Joe Witt
Elizabeth Yannakakis, CPA
Elizabeth Yannakakis, CPA
Manager
Elizabeth Yannakakis, CPA