Abby Pitner, CFP®

Senior Analyst

Abby joined our Denver office in 2021, bringing experience from Janus Henderson, where she was a senior investor service specialist. She also spent summers interning at Janus, Great American Insurance Group, and Daniels Consulting Firm. 

After working in finance for several years, Abby knew she wanted to find a firm that would enable her to serve as an advocate for families and help them plan for their future. Matter is a perfect fit. She appreciates our team-based approach to both helping families thrive and supporting each other, and she’s thrilled to contribute to our culture of collaboration and knowledge-sharing. 

A graduate of the University of Denver, Abby studied finance with a minor in economics and property development. She was a proud member of Delta Gamma and applied her acumen as the sorority’s vp of finance. For the past six years, Abby has volunteered at the Anchor Center for Blind Children, in Denver, where she spends time learning and playing with visually impaired children. She appreciates the organization’s focus on both young children with vision loss and their siblings and parents, to support family communication and set everyone up for success.  

When she has free time, Abby loves being outside, skiing, playing tennis, and hiking with her dog, Finn. She also enjoys yoga and spin classes. Abby’s an avid reader (mainly to boost her Jeopardy skills), and enjoys a relaxing afternoon on the couch once in a while to relax and recharge.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Maddie Atherton, JD, MBA

Associate Director

Thomas Bevington, CFP®

Senior Financial Consultant

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Michael Callahan

Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Karissa Karins

Project Manager

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri, CFP®

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA, AEP®

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Jessica Neill

Associate Director of Employee Experience

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Financial Consultant