Thomas Bevington, CFP®

Senior Financial Consultant

Thomas joined Matter in 2023 and works from our Denver office. With more than seven years of financial experience from Schwab and Fidelity, CFP® certification, a Master of Finance from Colorado State University, and two business degrees, Thomas came to our firm equipped and excited to build long-term, meaningful relationships with Matter families.

He was attracted to many things about Matter – our family focus, independence as a fiduciary, and team-based approach to supporting clients – and is fully aligned with our commitment to providing sound financial strategy and guidance in an integrated, comprehensive way. Thomas describes himself as “very analytical” and likes to dive into complex financial challenges, evaluate the options, and determine the best course of action. He particularly enjoys helping families manage their budgets, cash flow, and risk and uncover opportunities for financial optimization and growth.

Thomas’s passion for finance doesn’t stop with Matter families. He believes young people need financial education to set them up for success, and he regularly volunteers with the Rocky Mountain chapter of Junior Achievement to share his knowledge and enthusiasm with kids.

When he’s not working or volunteering, Thomas loves exploring Colorado. From rock climbing, snowboarding, hiking, and camping with his wife to getting lost in a good book at a Denver coffee shop, he enjoys experiencing everything Colorado has to offer. Thomas and his wife also love traveling in the US and abroad and strive to add new destinations to their list whenever time permits.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Thomas Bevington, CFP®

Senior Financial Consultant

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, 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.

Michael Callahan

Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Clara Davis

Client Service Consultant

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

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

Luke Jernagan

Managing Director of Family Learning, Shareholder

Karissa Karins

Project Manager

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Senior Analyst

Ashley C. Martin, CFP®, MBA, AEP®

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Erin Moore

Analyst

Jessica Neill

Associate Director of Employee Experience

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Financial Consultant

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Senior Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Associate Director

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Senior Financial Consultant