Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Matt joined Matter in 2010 to help streamline our back-office administration and portfolio accounting systems. Prior to his time at Matter, he spent six years in financial analysis and accounting roles at Enterprise Holdings, which gave him sharp accounting skills and a grasp of the investment process.

A graduate of the University of Missouri at St. Louis, Matt received a BSBA with a concentration in finance. He is famous for “laser-guided accuracy” when it comes to data and can tackle any reporting challenge under the sun, from portfolio performance to data aggregation to consolidated reporting. Matt’s ability to conceptualize and address reporting issues helps our teams reconcile disparate data and provide clear, accurate reports for Matter families. He also manages the relationships with our technology vendors.

When he’s not deep in data, Matt’s likely on the field spectating or playing any number of sports with his active kids. In his downtime, he enjoys lazy weekends at the lake—fishing, swimming, and relaxing with family—and he is determined to perfect the art of smoking various cuts of meat.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service 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.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator