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

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

David Ettenson

Financial Consultant

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

Tax Coordinator
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Ashley Kastler

Client Service Consultant

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sanders

Financial Consultant

Andrew Sebastian, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator