Erin O’Neill

Chief Compliance Officer

Erin O’Neill is passionate about serving others and helping them thrive. Part of our Denver office team, she brings more than 30 years of compliance experience to her role at Matter, leveraging her skills to help our multigenerational families reach complex long-term financial goals.

Erin was drawn to Matter’s unwavering commitment to compliance as central pillar of wealth management, and she oversees a broad spectrum of functions including regulatory oversight and risk management. She is also an active member, volunteer, and speaker at the National Society of Compliance Professionals and enjoys engaging with industry peers to stay ahead of evolving compliance challenges.

Outside of her professional life, Erin is deeply passionate about community service. She helps maintain local trails with the Front Range Trails Conservancy and supports the arts by ushering and fundraising with the Jefferson Symphony Orchestra. Erin also gives her time to Kitchen One For One, a nonprofit food truck that serves fresh meals to those in need. She finds deep fulfillment in giving back and brings the same values of service, compassion, and care to her work at Matter.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Karissa Black

Project Manager

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Michael Callahan

Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Clara Davis

Client Service 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

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

Chief Compliance Officer

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Senior Portfolio Management Consultant

Angelica Ramos

Bill Pay Specialist

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

Luke Yeager, CPA

Senior Financial Consultant