Molly M. Ortwerth

Financial Consultant

Molly joined Matter in 2021 and works from our St. Louis office. With more than a decade of experience in finance, most recently at Argent Capital, Molly was drawn to Matter’s welcoming and collaborative culture and holistic approach to helping families thrive. She is committed to building meaningful relationships with the families she serves and working with them to create investment and philanthropic strategies that align with their values and meet their objectives.  

A graduate of the University of Missouri at Columbia, Molly has a BA in finance and banking and is an active member of the St. Louis Women in Investments Network. She is passionate about giving back to her community and is particularly focused on initiatives that support healthcare access and equity for children of all backgrounds. She is a founding member and serves on the board of Young Friends of Mercy, helping to raise funds and awareness for the Mercy Health Foundation of St. Louis, and was a founding member of both Muny Young Friends and Danforth Center Young Friends.  

In her spare moments, Molly loves spending time with her husband chasing after their two young boys, with Penny the Cavapoo in tow. They enjoy exploring their Kirkwood neighborhood (watching for trains and visiting the fire station are big highlights) and dining al fresco at the many great restaurants downtown. Molly also carves out time to connect with longtime friends and get together with family, and she is grateful to call the St. Louis area home.  

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