Joshua Davis

Portfolio Management Consultant

Josh joined the St. Louis office in 2019, bringing experience from internships at Merrill Lynch Private Banking & Investment Group and Argent Capital Management. His interest in finance and top-notch analytical skills make him a great fit for Matter, where he supports trading, rebalancing, and portfolio construction execution for our families.

Before earning his BS in finance, with a concentration in financial analysis, from St. Louis University, Josh spent four years in the United States Marine Corps Infantry. His time in the service taught him the value of teamwork, and he particularly enjoys the collaborative culture at Matter.

A St. Louis native, Josh enjoys watching the Cardinals and the Blues and spending time with family in the area. He also likes to be outdoors—camping, fishing, and hiking—and prioritizes activities and hobbies that are relaxing and fun. He’s an avid reader, as well, and favorite topics include philosophy, theology, and (not surprisingly) investing.

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

David Dankmyer, JD, LLM

Partner, Shareholder
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

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

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

Mike Holtz

Analyst

Jena Ivy

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

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

Marlys J. Raycraft, JD

Managing Director, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Justin L. Thompson

Managing Director

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant