Kirk Gulliver

Matter Team

As part of Matter’s reporting team, Kirk prepares comprehensive quarterly reports, analyzing investment data, tracking portfolio performance, and maintaining data integrity.

Prior to joining IWP in 2024, Kirk spent five years working in investment operations at a private foundation where he was responsible for portfolio management, asset allocation, and investment reporting functions. He has an MS in finance from the University of Denver and a BA from Trinity University in San Antonio.

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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.

Maddie Atherton, JD, MBA, CTFA

Director

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Stephanie Bowers

Partner

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

David Dankmyer, JD, LLM

Partner

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

Lucy Gardner, CFP^®

Director

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

Ashley C. Martin, CFP^®, MBA, AEP^®

Partner

Payton Mathews

Analyst - Client Service

Kevin McCabe, MBA

Partner

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

Marlys J. Raycraft, JD

Partner

Celia Lopez Del Rio

Business Solutions Specialist

Ned Rollhaus, CFA, MBA

Partner

Margaux H. Roth, CFP^®

Partner

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

Justin L. Thompson, CPA, CFP^®

Managing Director

Ashley Ulicni

Administrative Assistant

Tam Ward, CFP^®

Partner

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

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