Courtney Pullen

Chief Learning Officer, Advisor

Courtney has worked with Matter as a consultant for more than a decade, serving as a thought partner, facilitator, and resource for our learning families. During this time, he was also a strategic advisor for our firm, helping us to develop Matter’s industry-leading family culture and legacy offering. In 2021, Matter entered into a new agreement with Courtney, and he now serves as Chief Learning Officer exclusively for Matter families.

Courtney’s longtime involvement with Matter, extensive background in wealth psychology, and training as a psychotherapist and business consultant make him uniquely equipped to fill this role. He enjoys working with Matter families to help identify what matters to them by facilitating family meetings and retreats, guiding them through their succession and estate planning goals, and serving as a coach for family members at every stage of their wealth journey. Courtney also sits on Matter’s family culture and legacy committee and collaborates with our team to continue strengthening and evolving this critical area of our work.

Courtney has a masters in counseling psychology from the University of Northern Colorado and is a graduate and certified coach of the Newfield Network. He is a member of the Certified Private Wealth Advisor (CPWA) faculty at the University of Chicago Booth School of Business, a faculty member of the Sudden Money Institute, and has been a speaker at many regional and national financial conferences. Courtney has also written articles and books on family wealth management, including Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.

Not surprisingly, Courtney is a lifelong learner in his personal life, as well. He is an avid reader, has a meditation practice, and is committed to investing in his own continued education, personal development, and growth. When he needs to recharge, Courtney enjoys getting outside in Colorado’s mountain air and riding his bike, hiking, or skiing. He also cherishes time spent with his family.

Maddie Atherton, JD, MBA

Senior Financial Consultant

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

Senior Reporting Analyst

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

Senior Analyst

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

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

Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Ashley C. Martin, CFP®, MBA

Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

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®

Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant