Lisa Y. Hauck, CFP®

Director of Administration

Lisa has the distinction of being Matter’s second employee. She helped Kathy start the firm in 1990 and has performed nearly every business function over the past three decades. Lisa continues to serve Matter across many areas, including compliance, controller, human resources, and corporate insurance, and helps keep our firm running smoothly.

Lisa graduated from the University of Missouri with a BSBA in finance. While she focuses most of her energy and attention on firm management, she continues to maintain her CFP® certification to stay fluent in the financial complexities Matter client teams and families face.

A time management expert, Lisa spends free moments on the yoga mat, the disc golf course, and enjoying time with family. Her yoga practice provides her with a sense of wellbeing, strength, and calm, while disc golf has proved to be a great way to have fun and stay fit. She and her family love discovering and exploring new parks and hearing live music of all kinds, and Lisa and her husband enjoy attending local charity auctions each year to support the St. Louis community.

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

David Ettenson

Financial Consultant

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
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

Client Service Consultant

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®

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sanders

Financial Consultant

Andrew Sebastian, 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