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

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