David Dankmyer, JD, LLM

Partner, Shareholder

David joined the Matter team in 2006. Formerly the Central Regional Director for wealth transfer solutions at PricewaterhouseCoopers, David has deep expertise in developing complex estate plans, domestic and international wealth transfer strategies, charitable gifting strategies, and family business succession and governance planning. His move to Matter was inspired by a desire to work with families more holistically and form trusted, long-term relationships, and he particularly enjoys helping to navigate multigenerational wealth transitions of all kinds.

A pre-law graduate of Villanova University, David went to St. Louis University for his JD and Boston University for an LLM. He has been on Washington University Law School’s faculty since 2001, teaching graduate courses in the LLM tax program in international estate planning and asset protection planning. He also serves as a mentor and resource to Washington University Law students and enjoys helping young people consider their career paths strategically and thoughtfully.

David believes in the power of community to foster and grow the entrepreneurial ecosystem. He serves on the Arch Grants competition committee and works with local entrepreneurs to help them build strategies for raising capital. He is also an active volunteer at Fair St. Louis and helped formulate and implement the scholarship strategy for the College Bound program. David was a founding advisor to and remains active in the Heads to Tail Hope Fund at the Animal Protective Association of St. Louis. In honor of his late father, he has also served as a board member and president of the American Parkinson’s Disease Association.

An avid outdoorsman, David loves to spend his free time outside in nature. Whether he’s skiing with his three daughters, skeet shooting, fly-fishing, or simply walking his dogs in Forest Park, he loves to experience the peace he finds along the river, on mountain tops, and in the backwoods.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Jack Boris

Analyst

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

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

Erin O’Neill

Compliance

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