Cathleen Crews, MBA

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

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

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

Ashley Kastler

Client Service 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.

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®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, 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