Ashley Ulicni

Administrative Support

Ashley brings a strong foundation in customer service and team support to her role at Matter. She was drawn to our firm’s thoughtful approach to planning and communication—both of which she believes are essential values in life—and our deep commitment to helping families thrive. With a natural eye for organization and a talent for keeping things running smoothly, Ashley plays a key role in supporting Matter families with care and precision.

Ashley has a background in fashion design and developed her strengths in fast-paced retail environments where multitasking, emotional intelligence, and attention to detail were essential. Today, she brings those skills to her role at Matter, supporting our team with everything from calendar management and logistics coordination to organizing key information to help families better understand their long-term goals.

Outside of work, Ashley finds joy in all things creative. Inspired by her mother and grandmother, she loves sewing, thrifting, and transforming preloved fabrics into one-of-a-kind dog clothes. Her free time is often spent exploring new restaurants, practicing yoga, watching scary movies, and enjoying quality time with her favorite people—and her very cuddly bichon frise, Lulu.

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