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

Maddie Atherton, JD, MBA

Associate Director

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

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Jena Ivy, CPA

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

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, CFP®

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

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®

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Isabelle Reckamp

Client Service Consultant

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Financial Consultant