Connor Mondschein

Reporting Analyst

Connor joined Matter’s St. Louis office in 2021. A University of Missouri graduate with a BS in business administration, and an emphasis in finance and real estate, he also brings experience from the Federal Reserve Bank of Kansas City and Bank Midwest. Connor’s strong foundation in data review, reconciliation, and reporting make him a great fit for our team.

At Mizzou, Connor was a member of Pi Sigma Epsilon, where he served as the director of service and professional development. This passion led him to obtain a Certificate in Service Learning and extends into his work for Matter families.

In his free time, Connor enjoys traveling and believes it’s a great way to become more open minded. He loves navigating new places and learning about different cultures. Connor plans to expand his list of destinations (he’s been to 10 countries outside of the US so far) as soon as possible.

Outside of his passion for service and far-flung adventures, Connor’s interests center around creativity, art, and design. He loves listening to music, watching movies, and visiting art museums, as well as following the auto and fashion industries.

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

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

Ashley Kastler

Client Service 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.

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®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, 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