Ashley Kastler

Senior Client Service Consultant

Ashley joined our team in 2018. With a BA in psychology from the University of Oklahoma and an MA in counseling from Southern Methodist University, she brings great people skills to Matter, as well as past experience as a client service associate at Tolleson Wealth Management.

Ashley channels her affinity for clear communication and organization into her work at Matter, and she excels at keeping our teams and families on track. She is passionate about education and enjoys helping Matter families learn together and grow their financial knowledge.

When she’s not at her desk, Ashley loves being outdoors and has a particular fondness for running. She’s completed more than a dozen half-marathons and multiple marathons, and she loves the challenge of pushing herself to finish better and faster. Ashley also enjoys traveling the world, and she’s an avid reader.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

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

Senior Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Clara Davis

Client Service Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Managing Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Financial 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.

Luke Jernagan

Managing Director of Family Learning, Shareholder

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Partner - Technology & Operations, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Financial Consultant

Theresa E. McKinster

Administrative & Operations Coordinator

Erin Moore

Senior Analyst

Jessica Neill

Associate Director of Employee Experience

Erin O’Neill

Chief Compliance Officer

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn, CFA

Senior Portfolio Management Consultant

Angelica Ramos

Bill Pay Specialist

Ashley Raskin

Senior Portfolio Reporting Analyst

Marlys J. Raycraft, JD

Partner, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Ashley Ulicni

Administrative Support

Rebecca Wipfler, CFP®

Financial Consultant

Luke Yeager, CPA

Senior Financial Consultant