Jill Spake

Administrative Support

Jill Spake brings eight years of experience in high-touch customer service to her role at Matter. With a deep appreciation for the family education component of our work, Jill is inspired by the firm’s dedication to helping families build stronger relationships across generations. Attention to detail and organizational expertise are Jill’s superpowers, and she leverages them in managing the intricate details that come with family planning and support.

Jill’s professional life is enriched by her active involvement in the community. She has served on PTO boards at her children’s schools and chaired the elementary school talent show since 2017. Her ability to flawlessly plan events, coordinate teams, and foster a sense of connection shines through her work at Matter, and her love for working with families and children aligns perfectly with our mission.

Outside of her professional life, Jill has a passion for music and fitness. A lifelong vocalist, she has performed for audiences across the country. She also enjoys running and strength training, a commitment she has maintained for over five years. Whether she’s on the sidelines at her daughter’s sports events or supporting her son’s artistic pursuits, Jill takes pride in being an unwavering cheerleader for her family. Her enthusiasm, dedication, and care make her an integral part of the Matter team.

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