Cecilia Tarlas, CFP®

Senior Financial Consultant

Matter welcomed Cecilia to our Denver office as an analyst in 2018. With investment consulting internships from Asset Consulting Group and experience in personal finance planning, she quickly assumed a role as financial consultant. Cecilia’s detail-oriented and planful approach to helping families manage the processes and complexities of their financial worlds makes her a valuable contributor to Matter’s client teams. She is especially passionate about helping the rising generation understand their wealth and its potential to help them thrive.

Cecilia earned a BA in business administration with a concentration in finance from the University of Colorado Boulder (Go Buffs!). She continues to mentor students at CU’s Leeds School of Business and particularly enjoys helping sophomores navigate the business school experience and think through their future career paths. Following the lead of her family, longtime volunteers with Meals on Wheels in her hometown of St. Louis, Cecilia delivers meals in her Denver community and is grateful for the opportunity to serve people in need.

Cecilia considers herself a homebody and loves returning to St. Louis to visit family, as well as spending summer days at their home at the Lake of the Ozarks. She also loves skiing (snow and water) and hiking, and considers her daily walk a necessity for brain and body—and a great excuse to binge on her favorite podcasts.

Maddie Atherton, JD, MBA

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, Shareholder
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

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

Senior 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

Senior Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant