Max Hood

Financial Consultant

Max joined Matter’s St. Louis office in 2019, bringing expertise gained from an investments internship at the Knall Cohen Group of Stifel Nicolaus as well as significant youth coaching experience. His passion for helping people combined with a desire to apply his analytical strength drew him to Matter, and he enjoys supporting families across the country.

Max graduated magna cum laude with a BS in finance from Missouri’s Lindenwood University. While there, he played lacrosse and was a peer tutor, athletic coach, and member of the NCAA student athlete advisory council.

Outside of work, Max enjoys watching sports—ice hockey, lacrosse, and NFL football, to name a few—playing men’s league hockey, refereeing high school lacrosse games, and wake boarding when he has the chance. He’s a master griller and loves to cook anything and everything over fire, harkening back to his days as a part-time chef at the Pine Room. He also enjoys traveling and looks forward to adding exciting, new destinations to his life list.

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