Lucy Gardner, CFP®
Associate Director
Lucy joined Matter in 2024 and has quickly become a valuable member of our team. With more than a decade of experience working with complex families, she brings deep knowledge in estate and wealth-transfer planning, trust administration, and long-term investment advisement to our firm. She earned a Bachelor of business administration in finance from Southern Methodist University’s Cox School of Business and is a Certified Financial Planner™.
Lucy was drawn to Matter’s collaborative, family-focused approach to helping multigenerational families and enjoys working with them to define their values and reach their goals. She is passionate about helping all family members seize the opportunities and benefits wealth brings, and she particularly loves connecting with next-generation beneficiaries to support their wealth journeys.
When she’s not working with Matter families, Lucy enjoys spending time with her husband and two young daughters. They love to travel together – especially back to Lucy’s hometown of St. Petersburg, Florida, and to Colorado for annual ski trips– and get outdoors whenever they can. Yoga is Lucy’s go-to when she needs to find her center, and in her free time, she can be found exploring Dallas with family and friends and volunteering at her children’s school.