Cathleen Crews, MBA

Managing Director

Cathleen joined Matter in 2018 as our first team member in Dallas, bringing great experience from her most recent position as a vice president at J.P. Morgan Private Bank. Her background in private equity, hedge funds, and private banking, and her particular interest in supporting next-gen financial education, make her a perfect fit for Matter. Cathleen enjoys working with multigenerational families to create wealth strategies and plans that align with their values and realize their financial goals.

Cathleen earned her BA in English and communications from Wake Forest University, then went on to earn an MBA with a focus on finance and accounting from Southern Methodist University. She is deeply involved in the Dallas community and serves on the board of Uplift Education, a public charter school system that supports more than 20,000 scholars in the Dallas/Fort Worth area. Cathleen believes education is an answer to social issues of all kinds and is committed to making higher education accessible to young people regardless of their income or background.

In her free time, Cathleen enjoys reading, listening to audio books and podcasts, and cooking for family and friends. She has traveled extensively and appreciates opportunities to see and experience different parts of the world whenever she gets the chance. Above all, Cathleen loves spending time with her large (and loud) extended family in Dallas.

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