Ashley C. Martin, CFP®, MBA


Ashley joined Matter in 2014 after seven years at Mercer Investment Consulting, where she handled investment performance evaluations for institutional and private wealth clients. She particularly enjoys helping Matter families align their financial plans with their values and wealth purpose, and her deep expertise in investment management, estate planning, cashflow management, and family communication helps them realize their vision and goals. Ashley leads our wealth planning and coordination committee at Matter.

A native of Chicagoland, Ashley received her BA in business finance from Elmhurst College before moving to St. Louis to earn her MBA at Webster University. She became a CFP® certificant in 2017 and co-founded the St. Louis Women in Investments Network (STLWIN) the same year. That idea was born of a desire to create a mentorship and support network for women in finance—something she built for herself as a young professional and found invaluable. Through lunch-and-learns, networking events, and social gatherings, STLWIN helps women in the St. Louis community grow and develop their careers in investment management.

Ashley loves being with family and spends summer days camping, hiking, and boating with her husband, daughter, and dogs. A collegiate cross-country athlete, she remains passionate about nutrition and exercise and does her best to follow a regular fitness routine when her busy schedule allows.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Joshua Davis

Senior Reporting Analyst

Jennifer Z. Disbennett

Director - 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, Managing Member

Max Hood

Financial Consultant

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting 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.

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

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

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant