Luke Jernagan

Director of Family Learning

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 Philanthropic Strategic Planning and Next-Gen Education at Matter and enjoys supporting family members of all ages and financial acumens on their wealth journeys.

A graduate of the University of Alabama with masters degrees in divinity and sacred theology from the General Theological Seminary, Luke is also a trustee of American Friends of the Anglican Centre, a Rome-based organization working to promote reconciliation across denominations. He serves on the board of the Episcopal Parish Network, which encourages innovation and collaboration across the church, and he is a board member of the Cricket Island Foundation, which funds organizations that support youth-led social change.

Luke is a lifelong learner and is drawn to hobbies and activities that lend themselves to continuous improvement. Nothing makes him happier than skiing with his kids and pushing himself to tackle harder runs and techniques each trip down the hill. Golf is another passion (he picked it up during the pandemic, and now he’s hooked), though Luke notes that woodworking with his children is more satisfying and produces better results: Time together and a hand-made item that will last forever.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, Shareholder
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

Senior Reporting Analyst

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior 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

Senior Portfolio Reporting Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Ashley C. Martin, CFP®, MBA

Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant