Luke Jernagan

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

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, CPA

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, CFP®

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

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

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, CAIA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Financial Consultant