Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

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.

Elliott Alexander, CFP®

Senior Financial Consultant

Maddie Atherton, JD, MBA

Associate Director

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz

Analyst

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Marlys J. Raycraft, JD

Managing Director, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Isabelle Reckamp

Client Service Consultant

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Justin L. Thompson

Managing Director

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant