Joni Zeis

Project Coordinator

Joni joined our St. Louis team in 2019, following an internship with Matter the prior summer. Her excellent organizational skills, creativity, and upbeat attitude make her a perfect fit for her role, coordinating and executing a wide variety of initiatives related to the Matter brand, culture, marketing, and communications. Joni loves helping our senior leadership bring big ideas to life, and she enjoys the process of seeing projects through from initial brainstorms to full fruition.

Joni graduated magna cum laude from Missouri’s Truman State University, earning a BA in business administration with concentrations in finance and management. While at Truman, she also served as scholarship chair of Phi Sigma Pi, a national honor fraternity.

Summer is Joni’s favorite season. She lives for sunsets and evening bonfires at Lake of the Ozarks and days spent golfing (with a strict nine-hole limit), boating, and fishing with her dad. Joni firmly believes breakfast food is the best food, would never turn down a late-night ice cream run, and is extremely competitive when it comes to games of all kinds. Challenge her to a round of cornhole, ping pong, or pickleball, and you’ll see what we mean.

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

David Ettenson

Financial Consultant

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
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

Client Service Consultant

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®

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sanders

Financial Consultant

Andrew Sebastian, 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