OUR TEAM By Your Side
The professionals at Strategic Wealth Designers have been putting their experience to work for people like you for two-plus decades, guiding thousands to their ideal retirements.
MEET YOUR DEDICATED GUIDES Our Executive Team
Matthew Dicken
Founder | CEO
Dustin Stanley
Partner | Executive Vice President
Jordan Schwartz
Partner | Executive Vice President
MEET YOUR DEDICATED GUIDES Our Advising Team
Caleb Barnett
Financial Advisor
Erik Bosman
Financial Advisor Team Lead
Spencer Bryzeal
Financial Advisor
Ashlie Dague
Financial Advisor
Rob De Lessio
Senior Financial Advisor
Brad Gaines
Senior Financial Advisor
John Gehri, CFP®, ChFC, AIF
Financial Advisor
Veronica Gillotte
Lead Financial Advisor
James Jones
Financial Advisor
Kevin King
Financial Advisor
Jason Moore
Lead Financial Advisor
Phillis Pilvinis
Lead Financial Advisor
Scott Pilvinis
Financial Advisor
Louie Porter
Lead Financial Advisor
Jake Provart
Director of Financial Planning & Client Experience
Michael Reeves
Senior Lead Advisor | Portfolio Manager
Thomas Reilly
Senior Financial Advisor
Hairo Rodriguez Pena
Lead Financial Advisor
Grant Sandberg
Financial Advisor
Josh Smith
Senior Financial Advisor
Nic Tolerton
Lead Financial Advisor
Thomas Treshock
Financial Advisor
Brad Venables
Financial Advisor
Tyler Walbridge
Financial Advisor
Client Services
Alicia Axtell
Administrative Coordinator
Rebekah Anderson
Client Relationship Specialist
Rosemary Ballance
Client Relationship Specialist
Emma Barina
Client Onboarding Team Lead
Patrick Barry
Client Relationship Specialist
Jasmine Bruno
Senior Administrative Coordinator
Christopher Clark
Property & Casualty Sales Agent
Bea Cowan
Client Onboarding Specialist
Michael DeLessio
Senior Client Onboarding Specialist
Karin Eppert
Administrative Coordinator
Ella Gilbert
Administrative Coordinator
Brenlyn Morris
Administrative Coordinator
Nicole Piotti
Senior Administrative Coordinator
Colleen Gribbon
Administrative Coordinator
Paige Harman
Administrative Coordinator
Heather Hawkins
Client Onboarding Specialist
Chris Jennings
Client Relationship Specialist
Margaret Johnstone
Client Onboarding Specialist
Jennifer Linzey
Medicare Specialist
Michael Newman
Client Onboarding Specialist
Melissa O’Brien
Client Relationship Specialist
Raven Perez
Client Onboarding Specialist
Jamie Ricceri
Director of Administration
Justine Segura
Client Relationship Team Lead
Julia Self
Senior Administrative Coordinator
Haven Seltmann
Administrative Coordinator
Abby Sparks
Administrative Coordinator
Bryan Turner, CMT
Senior Portfolio Trader & Quantitative Analyst
Kaleo Vincent
Administrative Coordinator
Jessica Wilson
Administrative Coordinator
Marketing
Mackenzie Abel
Senior Events Specialist
Megan Alle
Senior Events Specialist
Grace Allen
Event Coordinator
Ashtyn Barile
Event Coordinator
Nancy Barnes
Senior Administrative Coordinator
Courtney Deason
Event Coordinator
Zaldy Doyungan
Creative Media
Natalie Gurwitz
Event Coordinator
Delaney Hiner
Events Coordinator
Kara Lindsey
Senior Events Specialist
Sarah Novak
Senior Events Specialist
Shavanna Pinder
Graphic Designer
Devin Smith
Digital Marketing Strategist
Britney Surrency
Traveling Event Coordinator
Bryn Ventura
Event Coordinator
Operations
Will Akers
Business Development Specialist
Cindy Cameron
Controller
Nadia Cabaluna
Staff Accountant
Hannah Gowen
Talent Acquisition Specialist
Chandra Halverson
Director of Operations and Compliance in Operations
Meghann O’Toole
Assistant Controller
Jillian Russell
Executive Coordinator
