Matter Team

Zachary Bradian

Accounting Consultant

Zack helps prepare and analyze financial reporting for multiple Matter clients and families. His work includes cash flow forecasting, budgeting, and accounts payable and receivable management, and as well as a wide range of ad hoc financial requests. He also oversees tax report and schedule preparation to deliver timely information to third-party CPAs.

Before joining IWP three years ago, Zack served as a senior associate of accounting at Stamm Development Group and the SDG Foundation. During his five years in that role, he worked closely with the CFO on investor reporting, cash flow management, financial forecasting, and underwriting across a portfolio of real estate projects.  

In addition to his professional work, Zack has contributed his accounting expertise to nonprofit organizations including VITA (Volunteer Income Tax Assistance) where he helped individuals and families navigate the tax preparation process. He has a BS in accounting and finance from Rowan University.

Olivia Abeln

Associate - Client Service

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

Ashley Brown

Analyst - Client Service

Lindsey Brown

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Tara Butler

Client Service Consultant

Shannon Connor

Managing Director

Paul Custer

Managing Director - Accounting

Clara Davis

Client Service Consultant

Joshua Davis

Investments Consultant

Jennifer Z. Disbennett

Director - Employee Experience
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.

JP Elmblad, MBA

Senior Associate - Client Service

Josh Goldin

Associate Director - Investments

Kirk Gulliver

Senior Portfolio Reporting Consultant

Natasha Gunberg

Investments Consultant

Blake Guzy

Associate - Client Service

Matthew Haney, MBA

Associate - Client Service

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner - Operations

Claire Hayne, MBA

Associate - Client Service

Lauren Hebel, CFA

Managing Director

Kelsey K. Herrera

Associate Director - Business Solutions

Tiffany Herrick

Managing Director - Finance

Christopher Hunter, JD

Partner, Chief Legal & Compliance Officer

Ty Hyde

Senior Analyst - Client Service

Thomas Itkoff

Senior Associate - Client Service
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.

Luchana Jackman, MBA

Senior Analyst - Client Service

Julia Jacobs, MBA

Managing Director - HR

Luke Jernagan

Managing Director - Family Learning

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

Associate - Client Service

Julie Lampe

Senior Client Service Consultant

Darryl LaRue, MBA

Partner, Chief Strategic Operations Officer

Katherine B. Lintz, CFP®

Managing Partner, Founder

Celia Lopez Del Rio

Business Solutions Specialist
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.

Isabelle Loyola Garcia

Client Service Consultant

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Associate - Client Service

Payton Mathews

Analyst - Client Service

Drew McDonald, MBA

Managing Director

Theresa E. McKinster

Sales & Operations Coordinator

Nate Michaelson

Associate - Client Service

Erin Moore

Senior Analyst - Client Service

Jessica Neill

Associate Director - Employee Experience

Ted Niemann

Associate - Client Service

Tami Ola

Senior Accounting Analyst

Kirby Ott, MBA

Partner, Chief Client Officer
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.

Zenobia Perry

Accounts Payable Specialist

Courtney Pullen

Chief Family Learning Officer

Veronica Quezada

Administrative Assistant

Alexander Quinn, CFA

Associate Director - Investments

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

Ashley Ulicni

Administrative Assistant

Grant von Hortenau

Staff Accountant

Ryan Waterhouse, CFP®, APMA®

Associate - Client Service

Charlie Willhoit

Chief Executive Officer

Rebecca Wipfler, CFP®

Associate - Client Service

Luke Yeager, CPA

Associate Director

Caroline Yonushewski

Senior Accounting Analyst

Josh Zinto

Associate - Client Service

Tina Zurcher

Office Manager
Matter Family Office

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