Kristin Tracy, CPA

Senior Financial Consultant

Kristin joined Matter’s St. Louis office as an analyst in 2018, bringing experience from several accounting internships and a role supporting advisors at Renaissance Financial. With a particular knack for tax planning, she quickly moved into her current position as financial consultant, and she enjoys collaborating with our client teams to serve Matter families across the country. Kristin also supports our family communication and education initiatives as a member of Matter’s culture & legacy committee.

Kristin received her BS in business administration and MS in accounting from St. Louis University, where she also played on the club tennis team. She is passionate about addressing mental health in children as an active member of the Haven Club, the young professionals group of Our Little Haven. The organization is committed to serving young people with complex needs, and Kristin enjoys supporting their work and volunteering at their fundraising galas and other social events. She is also on the board of a family foundation and helps determine its funding strategy and focus areas each year.

Physical activity is a priority for Kristin, and she always feels better and more productive when she can get some kind of exercise every day—whether it’s walking, running, strength training, boxing, or hitting a tennis or pickle ball. She also enjoys taking weekend trips with her sisters (she’s the eldest of five!), visiting family in her hometown of Quincy, Illinois, and sampling new restaurants in the St. Louis area.

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