Charrayle Grayson, SHRM-CP

Human Resources Generalist

Charrayle brings more than eight years of accounting experience and six years in HR to Matter. Coming from a smaller office and working as a department of one allowed her to learn all aspects of HR, including recruiting, onboarding, payroll and benefits administration. She draws on that knowledge and experience every day to support the staff that supports our Matter Families, while also extending her focus to employment law, employee relations, organizational development, performance management and talent management. She is an SHRM member as well as a notary public for the State of Colorado.

Above all, Charrayle believes in the power of service and the importance of family and legacy. She walks alongside people to help them realize their goals, while at the same time empowering them with knowledge and tools to succeed on their own. She gives to others because she knows it will come back to her when she needs it most.

As a volunteer at her local church, Charrayle leads the welcome team, helping everyone feel accepted and at home from the first time they walk through the door. She aspires to be better every day than she was the day before and works tirelessly on her health and well being. When she isn’t focused on her own story and personal journey, she turns to autobiographies and documentaries to learn about the lives of others and see the world through someone else’s lens.

 

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