Maddie Atherton, JD, MBA

Senior Financial Consultant

Maddie joined our Denver office in 2021, bringing depth of experience in asset management, finance and portfolio management, and financial analysis from seven years at Merrill Lynch. In 2020, she sold her fitness business, Fit4Mom Castle Rock, to return to finance with a family focus.

Maddie was drawn to Matter’s holistic approach to wealth management, as it allows her to utilize her education and experience to support complex families. She is particularly skilled at working with multigenerational families to prepare for post-liquidity events, plan and implement generational transitions, and think through strategies that will realize their goals. Maddie gets great joy and fulfillment from helping Matter families to manage their wealth across generations, while building financial acumen and family communication skills along the way.

A graduate of Fort Lewis College in Durango, Colorado, Maddie holds a JD in corporate/commercial law and an MBA in business administration from the University of Denver. She is currently on the board of a single family office in Denver, serving on their education committee, and she’s also an active member of the Colorado Bar Association.

Maddie was a soccer player in college and now coaches varsity girls at the local high school. She loves the opportunity to mentor young women on and off the field—and stay hip to all the latest trends. A dedicated distance runner, Maddie travels to Disney World annually for the Dopey Challenge: 5K on Thursday, 10K on Friday, a half marathon on Saturday, and a full marathon on Sunday. She and her husband have completed every year since the race began, earning the coveted status of “Perfectly Dopey.” Maddie and her family are also avid skiers (her oldest daughter was on skis at 18 months) and enjoy neighborhood walks with their two huge dogs, a malamute and a great dane.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director
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

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member

Max Hood

Financial Consultant

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Client Service Consultant

Kelsey Keller

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

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Molly M. Ortwerth

Financial Consultant

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant