Charles LiMandri

Analyst

Chip joined our Dallas office in 2019. A University of Dallas alum, he graduated summa cum laude with a BA in Economics and brings broad experience from internships with Goldman Sachs, a legal defense fund, a private equity search fund, and his alma matter’s Office of Advancement.

Chip’s interest in analysis, finance, and a team-oriented culture drew him to Matter. He enjoys supporting Matter families by providing portfolio data, reporting, and review that helps them build their financial knowledge and make good decisions about everything from investments to cashflow.

When he’s not wrangling Excel spreadsheets, Chip loves spending time making and listening to music—especially folk and punk rock. He plays piano and guitar and is energized by enjoying live music with friends. He’s also a board game fanatic and attends frequent (and competitive) family game nights. An avid LA Chargers fan, Chip looks forward to one day claiming the title in Matter’s fantasy football league.

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