Luke Jernagan

Managing Director of Family Learning, Shareholder

Luke joined Matter in 2022 after 15 years as a parish priest in the Episcopal Church. He was drawn to our firm for many of the same reasons he is drawn to ministry – his love of helping people celebrate the joys of life – and has deep experience guiding families as they navigate complexities, transitions and opportunities.

As our Director of Family Learning, Luke works with Matter families to strengthen their relationships, communicate effectively, and identify what matters most to them so they can thrive as individuals and together. He also leads the Culture & Learning committee, continuing to design thoughtful content and practices that clients and their teams utilize to continuously learn and evolve.

A graduate of the University of Alabama with master’s degrees in divinity and sacred theology from the General Theological Seminary, Luke also earned a Certificate in Financial Psychology & Behavioral Finance from Creighton University, a Dual Certificate in Family Business & Family Wealth Advising from the Family Firm Institute, and is a 21/64 Certified Advisor. He is also a board member of the Cricket Island Foundation which funds organizations that support youth-led social change, and Social Venture Partners in St. Louis.

Luke is a lifelong learner and is drawn to activities that lend themselves to continuous improvement. Nothing makes him happier than skiing with his wife and kids and pushing himself to tackle harder runs and techniques each trip down the hill. Woodworking with his children is another satisfying passion that produces better results: Time together and a hand-made item that will last forever.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Jack Boris

Analyst

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

Clara Davis

Client Service Consultant

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Senior Analyst
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Luke Jernagan

Managing Director of Family Learning, Shareholder

Karissa Karins

Project Manager

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Senior Analyst

Ashley C. Martin, CFP®, MBA, AEP®

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Erin Moore

Analyst

Jessica Neill

Associate Director of Employee Experience

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Financial Consultant

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Senior Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Associate Director

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Senior Financial Consultant