Maddie Atherton, JD, MBA

Associate Director

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

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

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

Pamela Erb, CPA

Tax Coordinator/Bill Pay Specialist

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

Associate Director of Business Solutions

Mike Holtz

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.

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder

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

Senior 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, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

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

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Noah Solomon

Financial Consultant

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant