Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Matter recruited Jen from Mercer Investment Consulting in 2012, for her deep understanding of investment data and performance reporting for complex private wealth clients. She spent her first eight years at Matter managing the intricacies of hedge funds, private equity, and traditional exchange-traded securities for our families, which she tackled with precision and poise.

In 2019, Jen transitioned to her current role as Matter’s director of employee experience and led the successful rollout of our new project management system. She focuses on making our processes more efficient and effective, and she’s responsible for hiring, training, and supporting Matter associates. Jen also leads our internal culture team, a group tasked with spreading joy across the firm. She’s dedicated to making sure Matter is a place where employees thrive and can do their best work for the families we serve.

Jen graduated from St. Louis University with a BSBA in accounting. Her skill with numbers is rivaled only by her passion for learning languages; she has studied German, Spanish, Chinese, and American Sign Language. She currently serves as President on the board of Perennial, a St. Louis nonprofit dedicated to creative reuse, which appeals to her practicality and her love of crafts. Jen loves creating—whether it’s coloring with her kids, making jewelry, or weaving on a loom—because it relaxes her and the final product always sparks happiness. She also likes to get outside and explore St. Louis neighborhoods and parks with her husband, children, and two dogs.

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

Lucy Gardner, CFP®

Associate Director

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

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

Jessica Neill

Associate Director of Employee Experience

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