Brian J. Fernandez, JD, CPA

Partner, Managing Member

Brian joined Matter in 2007, and has more than two decades of experience in the accounting and tax planning, legal, and investment professions. His move to Matter was sparked by a desire to serve families more comprehensively and strategically, and he remains passionate about that aspect of our work. He has spent the majority of his career helping families navigate the opportunities and complexities of multigenerational wealth, and he can think of no better place to do it than at Matter.

As a managing member and partner, Brian is responsible for leading our firm’s operating and financial activities and overseeing legal and risk. He also serves on the board of managers and the wealth planning & coordination committee. These roles allow him to balance his work supporting Matter families with his focus on our business and helping to lead and evolve our firm.

A St. Louis native, Brian attended St. Louis University and St. Louis University School of Law and began his tax career at PricewaterhouseCoopers before transitioning to practice tax and estate planning law at Husch & Eppenberger.

Brian is involved in several organizations in the St. Louis Community, including YPO St. Louis, where he serves on the executive committee; the St. Louis Sports Commission Board of Directors; Social Venture Partners, where he serves as Lead Volunteer for an SVP-supported organization; and the St. Louis University High School Alumni Board. His commitment to these organizations gives Brian the opportunity to support and participate in a variety of experiences, from local and global business and philanthropic groups to regional sports and education.

Brian likes to spend his free time outdoors with his wife, son, and daughter, enjoying any type of sport or spending time at the lake. As the youngest of eleven children, he feels most at home with family. Gathering with 50 to 100 family members to celebrate a big holiday—or simply a birthday—is always a priority for Brian.

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