Matthew A. Kuykendall

Managing Director of Operations & Technology

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

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