Kenzie Wilson

Client Service Consultant

Kenzie joined Matter in 2022 and works from our St. Louis office. She was drawn to Matter’s people-first approach to wealth management and is passionate about building strong relationships with her clients and colleagues.

After graduating from the University of Southern Indiana with a BS in health administration and services, Kenzie shifted her focus to finance. Though she’s worn many hats in the industry – from working in equity research and hedge funds, to serving clients at a single-family office, to leading a process improvement and change management initiative at a finance firm – people have always been at the center of her work.

Kenzie is committed to lifelong learning and challenges herself to continue growing and developing her professional skills. She enjoys contributing to our Family Culture and Learning practice and helping Matter families to become more fluent in finance so they can talk about wealth together in an open and confident way.

When she’s not at work, Kenzie loves being active: Running, doing yoga, and playing recreational sports are her favorite pursuits. For her, athletic outlets are the perfect mix of relaxing and challenging, with a little friendly competition, to keep things fun. She also enjoys exploring the STL food scene and traveling abroad. Surf camp in Costa Rica was a huge highlight, and she’s excited to plan more adventurous trips and add new stamps to her passport.

Maddie Atherton, JD, MBA

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

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

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

Senior 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

Senior Client Service Consultant

Kelsey Keller

Senior Business Solutions 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

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant