Matter Team

Kate Awbrey, JD

Managing Director

Kate joined Matter’s St. Louis office in 2019, after working at a shared family office for four years. Prior to her time in the family office space, Kate worked in a client service role at a large brokerage firm. Her people skills, attention to detail, and law background make her a great fit for our client teams and an insightful member of Matter’s wealth planning & coordination committee. She enjoys helping families navigate the complexities of life and wealth, particularly when they involve tax and estate challenges. Kate earned her BS in finance from the University of Missouri and attended St. Louis University for her JD, with a focus on taxation and estate planning. She is passionate about animal welfare and sits on the board of Carol House Quick Fix Pet Clinic, a St. Louis nonprofit that provides low-cost spay/neuter and wellness services for pets to help reduce overpopulation and euthanasia in local shelters.

When she’s not at Matter, Kate loves to be with her family, exploring St. Louis restaurants, parks, and attractions, like the Zoo and Botanical Garden. She finds that life’s simple pleasures—playing with her daughters, cheering for the Cowboys and Cardinals with her husband, and walks with Coco the dog—are the moments she treasures most.

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Olivia Abeln

Associate - Client Service

Ray Adrian

Associate - Client Service

Marisela Aguilar

Accounts Payable Specialist

Lisa Alvarez

Accounting Analyst

Brad Anzman

Managing Director

Jerrel Armstrong, MBA

Partner, Chief Investment Officer
We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Zachary Bradian

Accounting Consultant

Ashley Brown

Analyst - Client Service

Lindsey Brown

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Tyler Chacon

Analyst - Client Service

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Clara Davis

Client Service Consultant
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

Joshua Davis

Investments Consultant

Jennifer Z. Disbennett

Director - Employee Experience

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Blake Guzy

Associate - Client Service

Matthew Haney, MBA

Associate - Client Service

Lily Hartnett, FPQP™

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Claire Hayne, MBA

Associate - Client Service

Lauren Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Tiffany Herrick

Managing Director - Finance

Grant von Hortenau

Staff Accountant

Courtney Hoscheit

Senior Associate - Client Service
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Thomas Itkoff

Senior Associate - Client Service

Luchana Jackman, MBA

Senior Analyst - Client Service

Julia Jacobs, MBA

Managing Director - HR

Luke Jernagan

Managing Director - Family Learning

Travis Jones, MBA

Senior Accounting Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Ahmad Khan

Associate - Client Service

Benjamin Kim

Senior Associate - Client Service

Jackson Klutznick

Investments Analyst

Nick Kral

Portfolio Reporting Consultant

Matthew A. Kuykendall

Partner - Technology & Operations

Adrielle Lagda

Associate - Client Service
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Melissa Linn, CPA/PFS, CFP®

Managing Director

Katherine B. Lintz, CFP®

Managing Partner, Founder

Isabelle Loyola Garcia

Client Service Consultant

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

Payton Mathews

Analyst - Client Service

Erin McCloskey, CFP®, MBA

Managing Director

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Sales & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Ted Niemann

Associate - Client Service

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer

Zenobia Perry

Accounts Payable Specialist

Courtney Pullen

Chief Family Learning Officer

Veronica Quezada

Administrative Assistant

Alexander Quinn, CFA

Associate Director - Investments

Angelica Ramos

Accounting Consultant

Ashley Raskin

Senior Portfolio Reporting Analyst

Celia Lopez Del Rio

Business Solutions Specialist

Megan Sandhagen

Associate - Client Service

Andrew Sebastian, CFA, CAIA, MBA

Managing Director - Investments

Sydney Slazinik

Family Chief of Staff

Jill Spake

Client Service Consultant

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Ashley Ulicni

Administrative Assistant

Ryan Waterhouse, CFP®, APMA®

Associate - Client Service

Charlie Willhoit

Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Chris Wrench, CFP®, CEPA®

Managing Director

Caroline Yonushewski

Senior Accounting Analyst

Tina Zurcher

Office Manager