Jaron Wagner

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 is currently studying for a CFP® certification. 

 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. 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

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