Matter Team

David Dankmyer, JD, LLM

Partner

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 served on Washington University Law School’s faculty for 20 years, 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 wife and 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.

Olivia Abeln

Associate - Client Service

Marisela Aguilar

Accounts Payable Specialist

Lisa Alvarez

Accounting Analyst

Brad Anzman

Managing Director

Jerrel Armstrong, MBA

Partner, Chief Investment Officer
We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Zachary Bradian

Accounting Consultant

Ashley Brown

Analyst - Client Service

Lindsey Brown

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Joshua Davis

Investments Consultant

Clara Davis

Client Service Consultant

Jennifer Z. Disbennett

Director - Employee Experience
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Blake Guzy

Associate - Client Service

Matthew Haney, MBA

Associate - Client Service

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Claire Hayne, MBA

Associate - Client Service

Lauren Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Tiffany Herrick

Managing Director - Finance

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Thomas Itkoff

Senior Associate - Client Service

Luchana Jackman, MBA

Senior Analyst - Client Service
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Julia Jacobs, MBA

Managing Director - HR

Luke Jernagan

Managing Director - Family Learning

Travis Jones, MBA

Senior Accounting Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Jackson Klutznick

Investments Analyst

Nick Kral

Portfolio Reporting Consultant

Matthew A. Kuykendall

Partner - Technology & Operations

Adrielle Lagda

Associate - Client Service

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Katherine B. Lintz, CFP®

Managing Partner, Founder

Celia Lopez Del Rio

Business Solutions Specialist

Isabelle Loyola Garcia

Client Service Consultant
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Associate - Client Service

Payton Mathews

Analyst - Client Service

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Sales & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience

Ted Niemann

Associate - Client Service

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer

Zenobia Perry

Accounts Payable Specialist
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Courtney Pullen

Chief Family Learning Officer

Veronica Quezada

Administrative Assistant

Alexander Quinn, CFA

Associate Director - Investments

Angelica Ramos

Accounting Consultant

Ashley Raskin

Senior Portfolio Reporting Analyst

Emily Rodriguez

Senior Accounting Analyst

Megan Sandhagen

Associate - Client Service

Andrew Sebastian, CFA, CAIA, MBA

Managing Director - Investments

Sydney Slazinik

Family Chief of Staff

Jill Spake

Administrative Assistant

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Ashley Ulicni

Administrative Assistant

Grant von Hortenau

Staff Accountant

Ryan Waterhouse, CFP®, APMA®

Associate - Client Service

Charlie Willhoit

Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Luke Yeager, CPA

Associate Director

Caroline Yonushewski

Senior Accounting Analyst

Josh Zinto

Associate - Client Service

Tina Zurcher

Office Manager
Matter Family Office

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