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

Partner, Chief Investment Strategist
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Cathleen Crews, MBA

Managing Director

Joshua Davis

Senior Reporting Analyst

Jennifer Z. Disbennett

Manager of 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

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Senior 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

Molly E. Keuss

Client Service Associate

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Senior Analyst

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

Lisa Read

Client Service Consultant

Andrew Sebastian, CFA, MBA

Associate Director of Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant

Joni Zeis

Project Coordinator