Matter Team

Ashley Ulicni

Administrative Assistant

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. She is also a notary public in the state of Missouri.

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.

Marisela Aguilar

Accounts Payable Specialist

Lisa Alvarez

Accounting Analyst

Brad Anzman

Managing Director

Jerrel Armstrong, MBA

Partner, Chief Investment Officer
We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Zachary Bradian

Accounting Consultant

Lindsey Brown

Senior Associate - Client Service

Ashley Brown

Analyst - Client Service

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Michael Callahan

Senior Associate - Client Service

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Clara Davis

Client Service Consultant

Joshua Davis

Investments Consultant
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

Jennifer Z. Disbennett

Director - Employee Experience

JP Elmblad, MBA

Senior Associate - Client Service

Nicole Goethals, CPA

Managing Director - Finance

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Lauren M. F. Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Mike Holtz, CFP®

Associate - Client Service

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Luchana Jackman

Senior Analyst - Client Service

Luke Jernagan

Managing Director - Family Learning
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Travis Jones, MBA

Senior Accounting Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Jackson Klutznick

Investments Analyst

Nick Kral

Portfolio Reporting Consultant

Matthew A. Kuykendall

Partner - Technology & Operations

Adrielle Lagda

Senior Analyst - Client Service

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Katherine B. Lintz, CFP®

Managing Partner, Founder

Celia Lopez Del Rio

Business Solutions Specialist

Isabelle Loyola Garcia

Client Service Consultant

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Associate - Client Service
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Administrative & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience

Erin O’Neill

Compliance Consultant

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer

Isabella Patten

Analyst - Client Service

Zenobia Perry

Accounts Payable Specialist

Courtney Pullen

Chief Family Learning Officer

Alexander Quinn, CFA

Associate Director - Investments

Angelica Ramos

Accounting Consultant
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Ashley Raskin

Senior Portfolio Reporting Analyst

Emily Rodriguez

Senior Accounting Analyst

Megan Sandhagen

Associate - Client Service

Andrew Sebastian, CFA, CAIA, MBA

Managing Director - Investments

Sydney Slazinik

Family Chief of Staff

Jill Spake

Administrative Assistant

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Blake Thiele

Analyst - Client Service

Ashley Ulicni

Administrative Assistant

Charlie Willhoit

Managing Partner, Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Luke Yeager, CPA

Senior Associate - Client Service

Caroline Yonushewski

Senior Accounting Analyst

Tina Zurcher

Office Manager
Matter Family Office

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