Erin McCloskey, CFP®, CDFA®, MBA

Associate Director

Erin joined Matter’s Denver office in 2020, bringing a career-worth of experience in financial service and planning. Most recently, Erin was a senior wealth manager at a Denver-area RIA and a portfolio manager at First Western Trust. Her deep knowledge of finance and passion for helping people led her to Matter, where she enjoys working with families to realize their goals through our tactical and values-based approach.

Erin graduated from the University of Colorado with a degree in financial management. A lifelong learner, she has continued her education with an MBA from Regis University in Denver, earning the CFP® designation in 2017, and adding a Certified Divorce Financial Analyst® designation in 2020.

Erin’s passion for helping others extends beyond the workplace. She currently serves as co-chair of the young leadership committee for the Rocky Mountain Juvenile Diabetes Research Foundation (JDRF), a nonprofit that hits close to home, as Erin has lived with Type 1 diabetes for more than 25 years. She mentors young, newly diagnosed diabetics to show them what’s possible and helps with fundraising efforts for JDRF’s invaluable research. She is also the co-chair of the empowerment council of the Women’s Foundation of Colorado and serves on the organization’s development committee.

Food is Erin’s love language. She is a cooking and baking enthusiast and hosts monthly dinner parties where she makes a meal she’s never cooked before and invites people over to build community and make connections—another passion of hers. She also loves running (Erin has completed 16 half marathons, and counting) and traveling, especially when she can combine the two and “travel run,” which includes exploring a new city, meeting new people, and running a half marathon.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

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

Senior Reporting Analyst

Jennifer Z. Disbennett

Director - 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, Managing Member

Max Hood

Financial Consultant

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting 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.

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

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

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant