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
FIND YOUR TEAM Click The Location
Nearest You
MEET YOUR DEDICATED GUIDES Our Advising Team
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
Veronica Gillotte
Lead Financial Advisor
Jon Jarboe
Lead Financial Advisor
Blake Janni
Financial Advisor
James Jones
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
Josh Smith
Senior Financial Advisor
Nic Tolerton
Lead Financial Advisor
Thomas Treshock
Financial Advisor
Brad Venables
Financial Advisor
Tyler Walbridge
Financial Advisor
Cameron Wisley
Lead Financial Advisor
Client Services
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
Reese Burgess
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
Nicole Gonsoroski
Senior Administrative Coordinator
Max Hershberg
Portfolio Analyst
Chris Jennings
Client Relationship Specialist
Michaela Landon
Administrative Coordinator
Jennifer Linzey
Medicare Specialist
Michael Newman
Client Onboarding Specialist
Melissa O’Brien
Client Relationship Specialist
Raven Perez
Client Onboarding Specialist
Michael Plawecki
Trading 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
Tatiana Stahn
Client Onboarding Specialist
Anisha Vasudevamurthy
Client Onboarding Specialist
Kaleo Vincent
Administrative Coordinator
Jessica Wilson
Administrative Coordinator
Donna Wishard
Administrative Coordinator
Marketing
Mackenzie Abel
Senior Events Specialist
Jolissa Aldridge
Traveling Marketing Coordinator
Megan Alle
Senior Events Specialist
Grace Allen
Event Coordinator
Nancy Barnes
Senior Administrative Coordinator
Syra De
Event Coordinator
Courtney Deason
Event Coordinator
Zaldy Doyungan
Creative Media
Delaney Hiner
Events Coordinator
Kara Lindsey
Senior Events Specialist
Sophia Luquetta
Event Coordinator
Melody McNeill
Event Coordinator
Sarah Novak
Senior Events Specialist
Ellen Rohr
Senior Events Specialist
Britney Surrency
Traveling Event Coordinator
Bryn Ventura
Event Coordinator
Operations
Will Akers
Business Development Specialist
Cindy Cameron
Controller
Jerry Chris Folly Gah
Staff Accountant
Tony Dicken
Director of Security
Jillian Russell
Executive Coordinator
