Margaux H. Roth, CFP®


Margaux joined Matter’s St. Louis office in 2015. She brought ten years of experience at Edward Jones, the last five of which she spent as a portfolio manager for the Edward Jones Trust Company, where she handled discretionary asset management for over 250 accounts.

A certified CFP®, Margaux’s deep investment knowledge, tuned technical skills, and talent for building meaningful relationships with Matter families makes her a huge asset to our client teams. She particularly enjoys working with families to build their financial education skills and create philanthropic plans that align with their values.

Margaux earned a BS in business management with focus on finance and accounting at North Carolina State, where she also played varsity golf for four years. She serves on the board of Our Lady of the Pillar, where her children attend school, and is also a board member of Autco Distributing, Inc., a family business.

Golf is Margaux’s passion, but she admits that time with her husband and three children is more precious (and realistic) than tee times these days. When she does have a free moment, Margaux enjoys working out, cooking, and having a relaxing meal at a nice restaurant.

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