Julie Lampe

Client Service Consultant

Julie joined Matter’s St. Louis office in 2019, bringing more than ten years of experience supporting successful families. She began her career in the mortgage and insurance industries before working as a client service manager at Moneta Group and a senior client relationship manager at Clayton Financial Group.

As a CSC, Julie strives to provide Matter families with the best possible experience. She enjoys developing meaningful relationships with the families she serves and collaborating with her Matter colleagues to find tactics and solutions that will meet each family’s needs. Her strong organizational and communication skills, flexibility, and attention to detail make her a valued member of our client teams.

Julie earned her BA in business management and finance from Southeastern Missouri State University, and she’s currently working toward her CFP designation. She enjoys deepening her knowledge of all aspects of financial planning—and tapping into her insurance background whenever she has a chance.

In her spare time, Julie loves reading, and crime novels, thrillers, and historical fiction are at the top of the list. She also enjoys trying out new recipes with her husband, who has a cooking channel on YouTube. On weekends, you’ll usually find Julie cheering for her two children at their (many) soccer games.

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