Patti Peters, IACCP®

Chief Compliance Officer

Patti joined the Matter team in 2015 and works from our Denver office. Her previous experience at USB and J.P. Morgan Private Bank gave Patti a strong foundation in human resources, budgeting, and process automation, and her skills as an Investment Advisor Certified Compliance Professional® continue to bring value to our firm. Patti has a clear understanding of the myriad services we offer Matter families and how they intersect with the intricacies of SEC compliance.

A graduate of St. Lawrence University, Patti earned a BA in economics before entering the Army. She served with the 82nd Airborne Division and deployed to Desert Storm/Shield as a military intelligence officer. Serving our country is a family value: Patti’s husband retired from the Air Force in 2020 with more than 36 years of service, and they devote the bulk of their philanthropy to veteran activities.

Patti finds nothing makes her more thankful to live in Colorado than road cycling. She has completed several century and multi-day rides in and around her home state as well as an extraordinary cycling trip from London to Paris. Patti also enjoys fly fishing and urban farming—and she’ll drop everything for an adventure with her two daughters.

Maddie Atherton, JD, MBA

Associate Director

Monica Benassi

Communications and Project Coordinator

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

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

Kelsey K. Herrera

Senior Business Solutions Consultant

Mike Holtz

Analyst

Jena Ivy

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

Luke Jernagan

Director of Family Learning

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service 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

Theresa E. McKinster

Administrative Support

Marlys J. Raycraft, JD

Managing Director

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Noah Solomon

Financial Consultant

Connor Stelljes

Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant