Connie Lucks

Administrative Support

Connie joined Matter in St. Louis full time in 2019, after working with our client teams as a seasonal tax assistant. She has many years of corporate experience in procurement and as a business owner and draws on her exceptional organization and customer service skills to keep our office running smoothly.

An integral part of our support team, Connie brings a welcoming demeanor and organized, skillful approach to everything she does—from greeting Matter families at the office and on the phone, to data entry and facilities management, to logistics and planning.

Connie earned her BFA from Stephens College in Columbia, Missouri. She continues to enjoy drawing as a hobby and pursues her passion for art history by visiting museums in cities around the world. She also loves doing arts and crafts with her grandchildren and cherishes time with family—especially cooking and eating Sunday dinners together.

Maddie Atherton, JD, MBA

Associate Director

Monica Benassi

Communications and Project Coordinator

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

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

Kelsey K. Herrera

Senior Business Solutions Consultant

Mike Holtz

Analyst

Jena Ivy

Senior Analyst
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Luke Jernagan

Director of Family Learning

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service 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

Theresa E. McKinster

Administrative Support

Marlys J. Raycraft, JD

Managing Director

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Noah Solomon

Financial Consultant

Connor Stelljes

Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant