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.

Maddie Atherton, JD, MBA

Associate Director

Monica Benassi

Communications and Project Coordinator

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Pamela Erb, CPA

Tax Coordinator/Bill Pay Specialist

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz

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.

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Marlys J. Raycraft, JD

Managing Director, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Noah Solomon

Financial Consultant

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant