Matter Team
Lily Hartnett, FPQP™
Senior Client Service Consultant
Lily joined Matter more than 20 years ago as a receptionist and administrative assistant. Her strong organization skills and attention to detail quickly made her an invaluable asset to our client teams, and she soon took over all account opening and titling, money movement, and check requisitions.
A certified Financial Paraplanner Qualified Professional™, Lily is also a primary contact with the Schwab service team, and she is skilled in servicing brokerage accounts and processing alternative investment subscription booklets. She is also a notary public in the state of Missouri. When she’s not serving Matter families, Lily enjoys reading and traveling.
Filter
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.
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.