Joe Schwegel

Analyst

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

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service 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.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator