Charles LiMandri

Financial Consultant

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

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