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

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, Shareholder
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

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

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Charrayle Grayson, SHRM-CP

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Lily Hartnett, FPQP

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Lisa Y. Hauck, CFP®

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Max Hood

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Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

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

Ashley Kastler

Senior Client Service Consultant

Kelsey Keller

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Molly E. Keuss

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Jennie Kimmel

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Matthew A. Kuykendall

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Julie Lampe

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Charles LiMandri

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Katherine B. Lintz, CFP®

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Connie Lucks

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Lauren Maher, CFP®

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Ashley C. Martin, CFP®, MBA

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Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

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Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

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Courtney Pullen

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Alexander Quinn

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Ned Rollhaus, CFA, MBA

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Margaux H. Roth, CFP®

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Andrew Sebastian, CFA, MBA

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Laura M. Slawski, CFP®

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Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

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Kenzie Wilson

Client Service Consultant