Matter Team

Maddie Atherton, JD, MBA, CTFA

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,  an MBA in business administration from the University of Denver, and is a Certified Trust and Fiduciary Advisor (CTFA). She currently chairs the board of a single family office in Denver and sits on the board of a private trust company in Wyoming. She’s also an active member of the Colorado Bar Association.

Maddie was a soccer player in college and now coaches a local girls’ team. 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.

Marisela Aguilar

Accounts Payable Specialist

Lisa Alvarez

Accounting Analyst

Brad Anzman

Managing Director

Jerrel Armstrong, MBA

Partner, Chief Investment Officer
We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Zachary Bradian

Accounting Consultant

Lindsey Brown

Senior Associate - Client Service

Ashley Brown

Analyst - Client Service

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Michael Callahan

Senior Associate - Client Service

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Clara Davis

Client Service Consultant

Joshua Davis

Investments Consultant
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

Jennifer Z. Disbennett

Director - Employee Experience

JP Elmblad, MBA

Senior Associate - Client Service

Nicole Goethals, CPA

Managing Director - Finance

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Lauren Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Luchana Jackman

Senior Analyst - Client Service

Luke Jernagan

Managing Director - Family Learning

Travis Jones, MBA

Senior Accounting Analyst
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Jackson Klutznick

Investments Analyst

Nick Kral

Portfolio Reporting Consultant

Matthew A. Kuykendall

Partner - Technology & Operations

Adrielle Lagda

Senior Analyst - Client Service

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Katherine B. Lintz, CFP®

Managing Partner, Founder

Celia Lopez Del Rio

Business Solutions Specialist

Isabelle Loyola Garcia

Client Service Consultant

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Associate - Client Service
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Administrative & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience

Erin O’Neill

Compliance Consultant

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer

Isabella Patten

Analyst - Client Service

Zenobia Perry

Accounts Payable Specialist

Courtney Pullen

Chief Family Learning Officer

Alexander Quinn, CFA

Associate Director - Investments

Angelica Ramos

Accounting Consultant

Ashley Raskin

Senior Portfolio Reporting Analyst
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Emily Rodriguez

Senior Accounting Analyst

Megan Sandhagen

Associate - Client Service

Andrew Sebastian, CFA, CAIA, MBA

Managing Director - Investments

Sydney Slazinik

Family Chief of Staff

Jill Spake

Administrative Assistant

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Blake Thiele

Analyst - Client Service

Ashley Ulicni

Administrative Assistant

Charlie Willhoit

Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Luke Yeager, CPA

Senior Associate - Client Service

Caroline Yonushewski

Senior Accounting Analyst

Josh Zinto

Associate - Client Service

Tina Zurcher

Office Manager
Matter Family Office

Invest in your family.
Speak with the Matter Team.