Marlys J. Nassau, JD

Managing Director

Marlys came to Matter in 2022, bringing a multi-family office background and deep experience working with complex, multigenerational clients. After gaining her Bachelor of Arts in sociology with a pre-law emphasis from the University of Colorado Boulder, she went on to become a Juris Doctor at the University of Denver Sturm College of Law.

Marlys began her career as an estate planning attorney, and she is passionate about helping people see estate planning as a critical part of their broader financial strategy. She enjoys working with Matter families to understand and refine their estate plans, so they can seize opportunities, manage their risk, and leave lasting legacies.

She is also interested in tax planning, philanthropic planning, fiduciary management, family education and organizational development. Her broad expertise, extreme level of organization, and attention to detail help Matter families feel confident that they can focus on what’s important to them and leave the financial management to Matter.

A Colorado native, Marlys is committed to giving back to her community. She is particularly focused on education, which she believes is the bridge to equal opportunity, and she has served as a mentor for Minds Matter of Denver. She is board president of the Denver Estate Planning Council, a member of the Rocky Mountain Estate Planning Council, and a member of the Colorado Bar Association. She also attends a small ultra-high-net-worth advisory study group, helping her stay informed on the latest planning trends and providing her a professional support system across all aspects of wealth management.

Marlys has a hard time sitting still. When she isn’t in the office, you’ll likely find her in the mountains skiing, paddleboarding, hiking, cycling or walking her three fur babies, Jake, Penny and Sydney. She loves adventure and particularly enjoys traveling and experiencing different cultures with her husband.

Maddie Atherton, JD, MBA

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, Shareholder
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

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

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

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

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

Ashley Kastler

Senior Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting 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

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant