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

Partner, Chief Investment Strategist
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Cathleen Crews, MBA

Managing Director

Joshua Davis

Senior Reporting Analyst

Jennifer Z. Disbennett

Manager of 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

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Senior 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

Molly E. Keuss

Client Service Associate

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Senior Analyst

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

Lisa Read

Client Service Consultant

Andrew Sebastian, CFA, MBA

Associate Director of Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant

Joni Zeis

Project Coordinator