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

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

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

Senior Reporting Analyst

Jennifer Z. Disbennett

Director - 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, Managing Member

Max Hood

Financial Consultant

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting 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.

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

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

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant