Henry Miller

Analyst

Henry joined our Dallas team in 2022. With a BA in finance and entrepreneurial studies from Xavier University and two years of experience in the private wealth space, he was ready to jump into work at Matter with both feet. He is currently on track to earn his CFA Level 2 Certificate, as well.

A numbers guy at heart, Henry is both an analytical and creative thinker. He takes pride in simplifying balance sheets and portfolios so they are more meaningful for Matter families and enjoys finding innovative ways to help them meet financial goals. Whether he is building a budget for a teenager or finding unique equity or market opportunities for a seasoned investor, Henry is passionate about making personal connections with the family members he serves.

Henry participates in the Buddy Walk in Dallas to raise awareness and funds for young people with Down syndrome. He appreciates the opportunity to support community and loves to see the joy the event brings to children who attend. He loves to get outside under the sun whenever he can, and especially enjoys golfing and trips to the beach with friends. Henry also likes reading about and staying current on the state of finance and the markets, and he’ll never pass up a good BBQ — especially if it’s Kansas-style.

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 Business Solutions 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

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