Kelsey Keller

Portfolio Reporting Consultant

Kelsey joined Matter’s Denver office in 2018. She developed an eye for detail and a knack for improving complex processes from her previous work at Pensco Trust Company, which specializes in helping clients hold private equity, real estate, notes, and alternative assets in IRAs.

Kelsey is passionate about process development and improvement as well as maintaining data integrity—a perfect skill set for her job at Matter. She supports our team by troubleshooting data issues and training fellow associates on the intricacies of our portfolio reporting software. Kelsey understands how each data point in the system is related and affects reporting, and she applies this expertise to helping our client teams produce accurate, useful reports for their work with Matter families.

When she’s not deep in data, Kelsey enjoys experimenting with different cuisines and is working to master the Filipino recipes passed down through generations of her family. She delights in preparing food with love and sharing it with family and friends. Kelsey also loves to travel and finds she learns about herself when she’s in new environments that take her outside of her comfort zone. An avid reader, she likes to immerse herself in a great story to unwind after a long day—or peruse a book on behavioral economics, to help her optimize processes at home and at work.

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