Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Elliott joined our Denver office in 2024. She was drawn to Matter’s family focus and team-based approach and appreciates the way our firm helps families enjoy their wealth and create financial plans that align with and support their values.

Elliott’s love of learning is one of many things that make her a great fit for Matter. She earned both a Bachelor of Business Administration and Master of Science in accounting from Southern Methodist University and she’s also a CPA and a CFP®️. She thrives in our fast-paced environment, and her attention to detail and deep understanding of tax and financial planning add value to our team.

Having previously worked at a multifamily office and Deloitte’s partnership and hedge fund group, Elliott came to Matter with strong skills and experience supporting complex clients, tackling challenges, and problem-solving. She particularly enjoys working with families through times of transition and connecting with family members in the rising generation to help them understand their full financial picture, prepare for wealth, and use it to flourish.

A fifth-generation Colorado native, Elliott enjoys spending as much time as possible outdoors. Whether she’s hiking, skiing, or enjoying long summer nights in the backyard, she loves being outside with family. And on Sundays, you’ll find Elliott, her husband, and their goldendoodle, Penelope, grabbing coffee (and a milkbone) at their favorite local shop and walking around Denver’s Washington Park.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Maddie Atherton, JD, MBA

Associate Director

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz

Analyst

Jena Ivy, CPA

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service 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, CFP®

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Isabelle Reckamp

Client Service Consultant

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Financial Consultant