Matt Dicken is the Founder of Strategic Wealth Designers, a financial services firm working to help both retirees and pre-retirees secure their financial futures. Matt is a certified member of the prestigious National Ethics Association, a member of the
Advisors Excel Hall of Fame, an industry Nobel Achievement award winner, a best-selling author, a regular contributor to Kiplinger and a national coach and mentor for financial advisors and CPA’s. His “safer money” approach to investing, coupled with his track
record of success, has made him a prominent authority on television, radio and many publications. Since 1997, Matt has helped over 2,000 clients in Kentucky and Indiana with their retirement planning, goals and dreams.
Matt is also the host of “Strategic Wealth with Matt Dicken, a 30 minute television news magazine covering all things financial. Since 2012, Matt has been bringing Kentucky and Indiana the essential financial strategies for the new economy that every retiree and pre-retiree needs to know. With segments like Man On The Street, X’s and O’s with Coach Matt and The Money Minute, Matt gives you the important information you need to make prudent decisions with your hard earned money. Matt has also authored several books and financial articles for both the public and the financial services industry. His first book, "Retirement Planning in a New Direction, A Return to Common Sense" was released in 2012. Matt's second book, "The Ultimate Success Guide" (released in May 2013 and a best seller in 5 categories on Amazon.com) was co-authored by motivational speaker Brian Tracy and features proven secrets and strategies that successful leaders have employed to achieve success.
Matt and his wife Colleen are both from Louisville, KY and currently reside in Goshen, KY. Both are active with several charitable causes benefiting veterans, animals and children. When not working Matt spends time with his automotive race team Strategic Wealth Racing. The race team was founded in 2014 and has raced with IMSA the last several years. Currently Matt and his team are campaigning an Ligier LMP3 Prototype in the IMSA Prototype Challenge presented by Mazda.
Dustin is a Financial Advisor and Partner with Strategic Wealth Designers. Dustin specializes in assisting both retirees and pre- retirees plan their financial futures. He also plays an important role in the community by hosting financial seminars and leading the educational workshop Retirement Elevated. This informative series is aimed at providing attendees with important information to assist them with planning for their financial goals. He is an Investment Advisor Representative, member of the prestigious National Ethics Association and co-host of “Strategic Wealth with Matt Dicken”, where he provides his perspective on current market activity as well as answers viewer’s financial questions. In his spare time he likes riding dirt bikes and 4 wheelers and trying to get lost on the trails or going fishing to catch a trophy bass. He grew up working in a family business and because of that has a very strong work ethic and even stronger family values.
Jordan is a Financial Advisor and Portfolio Manager with Strategic Wealth Designers. He is very passionate about educating clients on how to safely and securely navigate today’s volatile and unpredictable markets. Jordan's care and attention to detail have helped enable his clients to safely and securely retire with financial peace of mind. Jordan hosts educational workshops in the area, and is also a Co-Host of the popular TV series “Strategic Wealth with Matt Dicken”. Jordan is an Investment Advisor Representative and is member to the prestigious National Ethics Association. He currently manages millions of dollars in managed assets and has worked tirelessly to be one the area’s most trusted financial advisors. Jordan is married to the love of his life Jean, enjoys watching basketball, and learning something new every day.
(502) 412-3354 ext. 318
Rob proudly joins SWD as a Financial Professional assisting both the advisors and the client service and new business teams. He has over twenty years of client service experience and enjoys building long-term relationships with both clients and fellow team members. He understands the importance of listening to and understanding clients needs to help devise a personal strategy that best meets their goals. He is married to his high school sweetheart, Casie and has four beautiful children. He is also an avid sports fan and has an extreme affection for the culinary arts.
Thomas is currently enrolled at Bellarmine University as a Finance Major. He also works at SWD as a full-time Client Service Advisor. He was most recently a finance intern at SWD. He is passionate about educating others about the importance of financial/retirement planning. Outside of work Thomas enjoys helping others and paying it forward. He also enjoys long evening walks with his dog Buford.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@SWDgroup.com or call us at 502-412-3354 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.