Luke Yeager

Financial Consultant

Luke came to Matter in 2023 and sits in our Denver office. With a BS in business administration from Colorado State University and an MS in Accounting from the University of Missouri, he has a strong foundation in tax strategies, estate planning, and cash-flow management.

Luke started his career at KPMG, working in both the audit and deal advisory practices. While there, he grew his understanding of financial markets and developed problem solving and collaboration skills. He then moved into a single family office, which gave him a working knowledge of the complexities and processes involved in wealth planning for ultra-high-net-worth families.

Matter’s holistic and family-focused approach to serving clients attracted Luke to our firm. He enjoys building deep relationships with the families we serve and taking an analytical, informed approach to supporting their wealth goals. Luke has a keen ability to manage multiple workstreams simultaneously and likes leveraging his skills to support Matter families and colleagues, alike.

Outside of work, Luke loves to spend time with his wife and their rescue dog, Kramer. He gets outside whenever he can to golf, run, and ski, and volunteers at his church. In his downtime, Luke likes reading books and articles about behavioral psychology and how thoughts and emotions affect decision-making. An avid sports fan, he also enjoys cheering for Mizzou football and the Denver Nuggets.

 

Maddie Atherton, JD, MBA

Associate Director

Monica Benassi

Communications and Project Coordinator

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst
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

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

Kelsey K. Herrera

Senior Business Solutions Consultant

Mike Holtz

Analyst

Jena Ivy

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

Director of Family Learning

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

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

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Noah Solomon

Financial Consultant

Connor Stelljes

Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant