Ashley Kastler

Client Service Consultant

Ashley joined our team in 2018, and currently sits in Matter’s Dallas office. 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 one full-length race, 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.

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