Isabelle Reckamp

Client Service Consultant

Bella joined Matter to help families create financial stability and achieve their dreams. She recognizes the challenges that can come with generational wealth – particularly managing money at a young age – so she appreciates Matter’s focus on helping rising generations understand how to preserve and grow their wealth.

Detail-oriented, proactive, and efficient, Bella also brings investing experience, a personable and patient demeanor, and great communication skills to our team. She serves as a key contact for Matter families and particularly loves supporting them with budgeting, investment research, and financial education.

Bella holds a BS in finance from University of Missouri–Saint Louis, and her passion for the topic goes beyond her work at Matter. She enjoys investing and researching market trends in her free time. She also helps friends grow more financially secure by sharing her knowledge about opening investment accounts, auditing spending habits, and planning for future wealth.

Bella relaxes by staying active: weightlifting, yoga, paddleboarding, horseback riding, taking walks with her dogs, and occasionally surfing. Recently, she’s taken up jiu jitsu, which she finds incredibly challenging – both mentally and physically. The martial arts discipline has taught her much about self-defense and helped her build community and confidence. All this said, at the end of the day, Bella thinks snuggling and playing with her dogs is the best activity in the world.

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