Luke Yeager, CPA

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.

 

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