Connor Stelljes

Portfolio Reporting Consultant

Connor joined our St. Louis office in 2021. He brings experience from internships at US Bank and two years in technology consulting to Matter, as well as a passion for financial planning and investment management. Connor was drawn to Matter’s collaborative culture and enjoys working across our client teams with the common goal of helping families succeed and thrive.

A St. Louis University graduate, Connor has a BA in finance with a minor in business analytics. He was an NCAA athlete for track and field and competed in the discus, hammer, shot put, and weight throw.

In his free time, Connor likes to do physical activities that help him stay healthy and push his limits, like hiking and skiing. A skier since the age of four, he loves heading to the mountains (Breckenridge is his favorite) to hit the slopes whenever he has a chance. Connor also enjoys drawing, painting, and crafts, and finds that creating art both makes him happy and provides great balance to his work as an analyst.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, 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.

Michael Callahan

Senior Financial Consultant

David Dankmyer, JD, LLM

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Joshua Davis

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Clara Davis

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Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

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Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Managing Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

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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

Managing Director of Family Learning, Shareholder

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

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Matthew A. Kuykendall

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Julie Lampe

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Charles LiMandri, CFP®

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Katherine B. Lintz, CFP®

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Connie Lucks

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Lauren Maher, CFP®

Associate Director

J.P. Mahoney

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Theresa E. McKinster

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Erin Moore

Senior Analyst

Jessica Neill

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Erin O’Neill

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Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

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Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn, CFA

Senior Portfolio Management Consultant

Angelica Ramos

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Ashley Raskin

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Marlys J. Raycraft, JD

Partner, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

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Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Ashley Ulicni

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Rebecca Wipfler, CFP®

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Luke Yeager, CPA

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