Diane Milburn

Manager of Family Education

Drawing on more than 25 years of experience as an educator, Diane joined Matter in 2008 to develop financial education programs for our client families. She received a BS in education from the University of Missouri and an MA in education from Maryville University, and her teaching background ranges from kindergarten to high school. Diane created Matter’s nationally recognized “Money Camps” and helps foster our firm-wide focus on lifelong learning.

Never one to sit still for long, Diane is an active member of the St. Louis community. She volunteers with The Little Bit Foundation, a nonprofit that works to build a stronger St. Louis through education with a particular focus on underserved youth. She helps orchestrate Hope in a Handbag, the Foster & Adoptive Care Coalition’s primary fundraising event, which supports efforts to find loving, permanent families for children in need. She’s also a participating member of her Delta Gamma sorority and rarely declines an invitation to help an organization that’s doing good work.

When she’s not working with Matter families or serving her community, Diane loves to dance, antique, play golf, and travel—Vietnam, Cambodia, Hong Kong, and India are particular highlights. She also enjoys checking things off her bucket list: She’s gone deer hunting in Minnesota, attended a red carpet event in L.A., taken a driving trip in Ireland, and attended car shows in Pebble Beach. Her Shi-poo, Walter, is the light of her life and has challenged Diane to extend her teaching skills into the canine world. Walter can now do 21 tricks and counting.

Maddie Atherton, JD, MBA

Associate Director

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

Portfolio Management Consultant

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

Financial Consultant

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

Senior 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

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior 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®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant