Joe Schwegel


Joe joined our St. Louis office in 2021. A graduate of the University of Iowa, he has a BBA in finance and brings experience gained from internships at St. Jude’s Children’s Research Hospital, where he still volunteers, and an organic food-delivery startup. His keen interest in financial education – and in helping families learn about philanthropic planning, communication around wealth, and legacy development – make him a great fit for Matter. 

Joe is passionate about ensuring that all people have access to education, both academic and financial. He has volunteered in early education classrooms, teaching reading and english, and believes supporting children in their learning and growth is an important investment in the future.  

When he’s not at work, Joe enjoys spending time with his large (and loud) family. An avid foodie, with limited cooking experience, he’s always up for trying new restaurants, bakeries, and ice cream shops, which he counterbalances by running and swimming. A firm believer that to feel your best you need to look your best, Joe can also be found browsing in local shops and at the Galleria.  

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