Adam J. Kerschinske

Financial Consultant

Adam joined Matter in 2017, bringing portfolio analysis, planning, modeling, and reporting experience to our St. Louis team. An active member of Matter’s wealth planning & coordination committee, Adam applies his talent for modeling and analysis to helping Matter families visualize and understand everything from tax and cashflow projections to investment performance.

Adam is particularly passionate about working with Matter’s wealth inheritors in the rising generation, helping them to navigate their new financial responsibilities and learn about investment and philanthropic opportunities that align with their goals. He also enjoys mentoring Matter’s junior associates and participating in the firm’s strategic visioning and planning.

A University of Missouri graduate, Adam serves on the executive committee for the state’s Make a Wish Foundation, as VP of Finance for the YPO group Wish STL. He oversees budgeting and transactions for the group and helps plan and coordinate fundraising events that enable the foundation to grant its namesake wishes to children fighting critical illnesses. He’s also a member of the St. Louis Sports Commission.

When he’s not behind his desk or contributing time to his favorite causes, Adam enjoys attending live sports events and golfing with friends, with a goal of playing a handful of “destination” courses each year. He also loves trying new restaurants (in St. Louis and beyond) and has compiled a curated list of all his favorites. Ask him for a recommendation—you won’t be disappointed.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Cathleen Crews, MBA

Managing Director

Joshua Davis

Senior Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Senior Analyst

Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service Consultant
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Molly E. Keuss

Client Service Associate

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Senior Analyst

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Molly M. Ortwerth

Financial Consultant

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Lisa Read

Client Service Consultant

Andrew Sebastian, CFA, MBA

Associate Director of Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant

Joni Zeis

Project Coordinator