Matter Team

Tina Zurcher

Office Manager

Tina oversees onsite operations, IT systems, and scheduling at our Denver office, ensuring a seamless experience for Matter employees and the families we serve. She also manages calendars for firm leadership, coordinates team calls and provides executive support to Matter’s partners. As chief organizer of team events, offsites, and celebrations, she enjoys promoting our company culture, as well.

Tina brought more than 15 years of management experience and deep expertise in operations, client service, and workplace culture to IWP when she joined the team in 2019. Her roles as a store manager, office manager, client experience specialist, and personal assistant across diverse industries – including retail, fine jewelry, dermatology, and residential and commercial glass – helped her gain diverse skills and perspectives that she continues to apply to her work. She is also notary public in Colorado. 

When she’s not managing our Denver office, Tina enjoys going to hear live music, traveling, sampling delicious food, and spending time outdoors. She is also an avid nature photographer and loves capturing new places through her lens.

Marisela Aguilar

Accounts Payable Specialist

Lisa Alvarez

Accounting Analyst

Brad Anzman

Managing Director

Jerrel Armstrong, MBA

Partner, Chief Investment Officer
We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Josh Bond

Managing Director - Portfolio Reporting

Jack Boris

Analyst - Client Service

Zachary Bradian

Accounting Consultant

Lindsey Brown

Senior Associate - Client Service

Ashley Brown

Analyst - Client Service

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Michael Callahan

Senior Associate - Client Service

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Clara Davis

Client Service Consultant

Joshua Davis

Investments Consultant
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

Jennifer Z. Disbennett

Director - Employee Experience

JP Elmblad, MBA

Senior Associate - Client Service

Nicole Goethals, CPA

Managing Director - Finance

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Lauren M. F. Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Mike Holtz, CFP®

Associate - Client Service

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Luchana Jackman

Senior Analyst - Client Service

Luke Jernagan

Managing Director - Family Learning
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Travis Jones, MBA

Senior Accounting Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Jackson Klutznick

Investments Analyst

Nick Kral

Portfolio Reporting Consultant

Matthew A. Kuykendall

Partner - Technology & Operations

Adrielle Lagda

Senior Analyst - Client Service

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Charles LiMandri, CFP®

Senior Associate - Client Service

Katherine B. Lintz, CFP®

Managing Partner, Founder

Celia Lopez Del Rio

Business Solutions Specialist

Isabelle Loyola Garcia

Client Service Consultant

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

J.P. Mahoney

Associate - Client Service

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Administrative & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience

Erin O’Neill

Compliance Consultant

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer

Isabella Patten

Analyst - Client Service

Zenobia Perry

Accounts Payable Specialist

Courtney Pullen

Chief Family Learning Officer

Alexander Quinn, CFA

Associate Director - Investments
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Angelica Ramos

Accounting Consultant

Ashley Raskin

Senior Portfolio Reporting Analyst

Emily Rodriguez

Senior Accounting Analyst

Megan Sandhagen

Associate - Client Service

Andrew Sebastian, CFA, CAIA, MBA

Managing Director - Investments

Sydney Slazinik

Family Chief of Staff

Jill Spake

Administrative Assistant

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Blake Thiele

Analyst - Client Service

Ashley Ulicni

Administrative Assistant

Charlie Willhoit

Managing Partner, Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Luke Yeager, CPA

Senior Associate - Client Service

Caroline Yonushewski

Senior Accounting Analyst

Tina Zurcher

Office Manager
Matter Family Office

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