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

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

Partner, Chief Investment Strategist
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Cathleen Crews, MBA

Managing Director

Joshua Davis

Senior Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Senior Analyst

Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service 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.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Molly E. Keuss

Client Service Associate

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Senior Analyst

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Molly M. Ortwerth

Financial Consultant

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Lisa Read

Client Service Consultant

Andrew Sebastian, CFA, MBA

Associate Director of Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant

Joni Zeis

Project Coordinator