Kate Awbrey, JD


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 daughter, cheering for the Cowboys and Cardinals with her husband, and walks with Winston the dog—are the moments she treasures most.

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


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