Suzanne V. Kasten

Tax Coordinator

Suzanne joined the Matter team in 2004 and sits in our St. Louis office. She brings an incomparable eye for detail and relentless focus on quality to Matter’s operations, and she continues to draw on her background in customer service and administrative support.

Suzanne’s role has evolved throughout her Matter career from part-time administrative assistant to full-time tax coordinator. She enjoys the opportunity to learn about the ever-changing tax landscape in order to provide best-in-class service to Matter families.

A lifelong St. Louisan, Suzanne earned her BA in economics from the University of Missouri, St. Louis. She is very close to her family and loves spending time relaxing with her husband and three children—on the screened porch in the summertime and around the backyard fire pit once the weather turns cold.

When she has moments to herself, Suzanne enjoys working on crossword puzzles, writing letters, and listening to music, and snuggles with her dog are a daily delight.

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