Kate Awbrey, JD

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 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

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