David Dankmyer, JD, LLM

Partner, Shareholder

David joined the Matter team in 2006. Formerly the Central Regional Director for wealth transfer solutions at PricewaterhouseCoopers, David has deep expertise in developing complex estate plans, domestic and international wealth transfer strategies, charitable gifting strategies, and family business succession and governance planning. His move to Matter was inspired by a desire to work with families more holistically and form trusted, long-term relationships, and he particularly enjoys helping to navigate multigenerational wealth transitions of all kinds.

A pre-law graduate of Villanova University, David went to St. Louis University for his JD and Boston University for an LLM. He previously was on Washington University Law School’s faculty, teaching graduate courses in the LLM tax program in international estate planning and asset protection planning. He also serves as a mentor and resource to Washington University Law students and enjoys helping young people consider their career paths strategically and thoughtfully.

David believes in the power of community to foster and grow the entrepreneurial ecosystem. He serves on the Arch Grants competition committee and works with local entrepreneurs to help them build strategies for raising capital. He is also an active volunteer at Fair St. Louis and helped formulate and implement the scholarship strategy for the College Bound program. David was a founding advisor to and remains active in the Heads to Tail Hope Fund at the Animal Protective Association of St. Louis. In honor of his late father, he has also served as a board member and president of the American Parkinson’s Disease Association.

An avid outdoorsman, David loves to spend his free time outside in nature. Whether he’s skiing with his three daughters, skeet shooting, fly-fishing, or simply walking his dogs in Forest Park, he loves to experience the peace he finds along the river, on mountain tops, and in the backwoods.

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

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Clara Davis

Client Service Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

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®

Financial 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.

Luke Jernagan

Managing Director of Family Learning, Shareholder

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Partner - Technology & Operations, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Financial Consultant

Theresa E. McKinster

Administrative & Operations Coordinator

Erin Moore

Senior Analyst

Jessica Neill

Associate Director of Employee Experience

Erin O’Neill

Chief Compliance Officer

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn, CFA

Senior Portfolio Management Consultant

Angelica Ramos

Bill Pay Specialist

Ashley Raskin

Senior Portfolio Reporting Analyst

Marlys J. Raycraft, JD

Partner, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

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

Administrative Support

Rebecca Wipfler, CFP®

Financial Consultant

Luke Yeager, CPA

Senior Financial Consultant