Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

In 2007, after three years in corporate finance with GE, Ryan’s search for meaningful client relationships led him to Matter. A graduate of Wake Forest University with a BS in analytic finance, he earned his CFP® designation shortly after joining Matter and specializes in supporting multigenerational families, with a particular passion for leading them through complex estate and tax-planning strategies. Ryan moved from St. Louis to Dallas in 2018 to help start our firm’s newest office and works with Matter families across the country.

One of our four managing members, Ryan also sits on Matter’s wealth planning & coordination committee and oversees our people team. His interest in philanthropy led him to earn the Chartered Advisor in Philanthropy® designation in 2019, which complements his technical skills and enables him to advise families on meaningful giving strategies that enhance their financial plans.

Ryan’s leadership qualities and desire to give back to people and community reach beyond his professional life. While in St. Louis, he spent a decade serving on the boards of the Foster & Adoptive Care Coalition, helping to further their work finding forever homes for children in need. Ryan was recently appointed as the community volunteer events chair on the Working Faith board at Highland Park United Methodist Church, in Dallas.

When he’s not working with Matter families, volunteering, or spending time with his wife and two daughters, Ryan thrives on travel and athletics—especially when he can combine the two. He has explored five of the seven continents in search of adventure, and his athletic interests have led to many triathlons, marathons, and even an Ironman. One of his proudest accomplishments was crossing the finish line at the 121st Boston Marathon.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service 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.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator