Kristin Tracy, CPA

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

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

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

Ashley Kastler

Client Service 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.

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®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, 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