NEW SWD SITE

Matthew Dicken

Founder & CEO

Matthew is the Founder of Strategic Wealth Designers, a financial services firm working to help both retirees and pre-retirees secure their financial futures. He is a national coach and mentor for both financial advisors and CPAs. His approach to investing, coupled with his track record of success, has made him a prominent authority in the industry.

Executive Team
Dustin
Stanley

Partner, Financial
Advisor

Jordan
Schwartz

Partner, Financial
Advisor

Our Team is Ready to Help
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Mackenzie
Abel

Marketing
Coordinator

Megan
Alle

Marketing
Coordinator

Rebekah
Anderson

Marketing
Coordinator

Rosemary
Ballance

Client Service
Specialist

Emma
Barina

Reporting
Specialist

Nancy
Barnes

Administrative
Assistant

Mackenzie
Been

Charity
Director

Annalisa
Beninate

New Business
Director

Erik
Bosman

Financial
Advisor

Jasmine
Bruno

Administrative
Assistant

Spencer
Bryzeal

Financial
Advisor

Logan
Chinn

Marketing
Coordinator

Bea
Cowan

New Business
Specialist

Aaron
Cummins

Web
Developer

Ashlie
Dague

Financial
Advisor

Syra
De

Marketing
Coordinator

Michael
De Lessio

New Business
Specialist

Rob
De Lessio

Financial
Advisor

Zack
Doyle

Digital Marketing
Director

Zaldy
Doyungan

Digital Media
Manager

Karin
Eppert

Administrative
Assistant

Dakota
Fleck

Acct. & Admin.
Director

Jerry Chris
Folly Gah

Staff
Accountant

Brad
Gaines

Financial
Advisor

Veronica
Gillotte

Financial
Advisor

Garrick
Gomez

Financial
Advisor

Nicole
Gonsoroski

Administrative
Assistant

Ali
Hatch

Administrative
Assistant

Aaron
Hooper

Digital Media
Strategist

Jon
Jarboe

Financial
Advisor

Jim
Jones

Financial
Advisor

Tim
Kamp

Financial
Advisor

Kara
Lindsey

Marketing
Coordinator

Jennifer
Linzey

Medicare
Specialist

Sophia
Luquetta

Marketing
Coordinator

J
Moore

Financial
Advisor

Ann Marie
Moorman

Asst. Events
Director

Danny
Moran

Client Service
Director

Michael
Newman

New Business
Specialist

James
Nordby

Financial
Advisor

Sarah
Novak

Marketing
Coordinator

Melissa
O'Brien

Client Service
Specialist

Maeve
O'Malley

Marketing
Coordinator

Raven
Perez

Administrative
Assistant

Anjelique
Pertuz

Marketing
Coordinator

Scott
Pilvinis

Financial
Advisor

Phillis
Pilvinis

Financial
Advisor

Michael
Plawecki

Trading
Specialist

Louie
Porter

Financial
Advisor

Jake
Provart

Director of Financial
Planning

Mike
Reeves

Financial
Advisor

Thomas
Reilly

Financial
Advisor

Jamie
Ricceri

Administrative
Assistant

Doug
Robinson

Compliance
Officer

Ellen
Rohr

Marketing
Coordinator

Chase
Rosché

Client Service
Specialist

Jillian
Russell

Scheduling
Analyst

Laurin
Scaffidi

Director of
Culture

Jordan
Schwartz

Partner, Financial
Advisor

Jules
Self

Administrative
Assistant

Josh
Smith

Financial
Advisor

Nick
Smutney

Financial
Advisor

Dustin
Stanley

Partner, Financial
Advisor

Jordan
Streever

Marketing
Coordinator

Jason
Taylor

Financial
Advisor

Anisha
Thakrar

New Business
Specialist

Nic
Tolerton

Financial
Advisor

Jason
Vander Pol

Financial
Advisor

Erin
Vaughn

Dir. of Property &
Casualty

Bradley
Venables

Financial
Advisor

Tyler
Walbridge

Financial
Advisor

Dillon
Widdows

Financial
Advisor

Cameron
Wisley

Financial
Advisor

Rylee
Zurbrigen

Administrative
Assistant

Tony
Dicken

Director of
Security