Suzanne V. Kasten

Senior 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

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