Jaron Wagner, CFP®

Financial Consultant

Jaron came to Matter in 2021 and works from our Denver office. Before joining our team, he built a strong foundation in portfolio reconciliation and reporting while at SEI Archway, then spent nearly four years serving high-net-worth families at RMB Capital. 

A graduate of Texas Christian University, Jaron earned his BS in economics with a minor in business and spent a semester abroad at the Lorenzo de Medici Institute in Florence, Italy. He has received his Series 65 and met the requirements to become a CFP® professional in April 2022.

 Jaron was attracted to Matter because he enjoys supporting complex clients and building trusted, meaningful relationships with the families he serves. He also appreciates the opportunity to blend his technical skills in investment management with a passion for helping families communicate effectively and align on goals that further their legacies. 

 Jaron likes to spend his time away from the office being active outside with his 6-year old Australian Shepherd, Rylee. He loves sports (you might find him playing volleyball or spikeball at Wash Park) and knows that staying active keeps him thriving. On weekends, he heads for the hills to do “all things Colorado,” with a particular emphasis on hiking, camping, skiing, and fly fishing. And during his downtime, Jaron enjoys sipping great coffee and reading books about behavioral finance or auto-biographies on business leaders.  A native Texan, he enjoys making and eating barbecue and incredible Tex-Mex.

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 Portfolio Reporting 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

Connor Mondschein

Reporting Analyst

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