David Ettenson

Financial Consultant

David joined the Matter team in March 2017 and sits in our Denver office. Previously, while at Granite Investment Advisors in Concord, New Hampshire, he helped develop a financial planning practice to complement the firm’s investment work and was also in charge of equity and fixed income trading for client portfolios.

At Matter, David is known for stepping in to help with projects big and small, for clients and our firm. He is a member of our investment committee and helps assist Matter families across the country.

David graduated from Vanderbilt University with a BA in Economics and Corporate Strategy. In addition to serving as a teaching assistant for a microeconomics course, David participated in several financial and banking internships that prepared him for his career in wealth management.

When he has free time, David likes to ski, hike, and play tennis. He also enjoys photography and is an avid traveler, with hopes to venture to every corner of the world over the course of his life.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

Managing Director
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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

David Ettenson

Financial Consultant

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

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

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sanders

Financial Consultant

Andrew Sebastian, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator