Theresa E. McKinster

Administrative Support

Theresa joined Matter in 2023 and sits in our Denver office. She was drawn to Matter’s approach to serving entire families, not just one piece of their investment portfolio, and enjoys working with our team to create exceptional experiences for Matter families.

Theresa brings a wealth of experience to Matter. Over the past 20 years of her career, she has excelled at building and training teams. She has managed 200-plus employees and created multiple processes and trainings to build operational efficiencies. She has also worked with accounting and internal audit teams to ensure timely, accurate reporting, and she skillfully communicates with associates from entry- to C-level, to bring new ideas to the table.

A certified Project Management Professional (PMP), Theresa truly enjoys challenges – especially if they involve making lists and streamlining tasks. She likes to help her colleagues tackle everything from estate and tax planning to banking coordination and cash flow management and enjoys supporting our family communication and learning practice, as well.

A Colorado girl at heart, Theresa believes a great day is one spent outside – whether hiking with family, paddleboarding, or strolling through a park with a friend. She also likes to volunteer for Volunteers of America and has leveraged her hobby of card-creating to start a group that has made more than 10,000 cards for Meals on Wheels and Letters Against Isolation. When time allows, Theresa also does mock interviews and LinkedIn reviews for veterans transitioning to the workforce with Hire Heroes.

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