Erin McCloskey, CFP®, CDFA®, MBA


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

Associate Director

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant

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

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


Jena Ivy

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

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

Marlys J. Raycraft, JD

Managing Director, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Justin L. Thompson

Managing Director

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant