Meet Our Financial
Professionals

Our team of financial advisors and retirement planners help individuals and families pursue their ideal retirement.


Leadership Team

Matt

Dicken

Founder

Jordan

Schwartz

Partner

Dylan

Schoonover

Chief Marketing Officer

Jason

Vander Pol

Chief Compliance Officer

Team SWD

Emma

Barina

Administrative Assistant

Nancy

Barnes

Administrative Assistant

Annalisa

Beninate

New Business Manager

Erik

Bosman

New Business Specialist

Ashlie

Dague

Marketing Coordinator

Rob

De Lessio

Financial Advisor

Zack

Doyle

Digital Experiences Manager

Zaldy

Doyungan

Digital Media Specialist

Dakota

Fleck

Staff Accountant

Laura

Fleenor

Events Director

Kimberley

Gant

Senior Executive Administrator

Adele

Guarino-Peters

Associate Financial Advisor

Walter

Law

Associate Financial Advisor

Samantha

Lewis

Marketing Coordinator

Strategic Wealth Design Team Member | Danny Moran headshot

Danny

Moran

Client Service Specialist

Georgia

O'Connell

Marketing Coordinator

Mackenzie

Perry

Senior Relationship Manager

Jake

Provart

Associate Financial Advisor

Mike

Reeves

Financial Advisor

Thomas Reilly, Client Service Advisor, Strategic Wealth Designers

Thomas

Reilly

Financial Advisor

Jillian

Russell

Marketing Coordinator

Josh

Smith

Financial Advisor

Dustin

Stanley

Partner

Erin

Vaughn

Director of Property and Casualty

Debra Woods Accounting Manager

Debra

Woods

Accounting Manager

Zach

Wright

Media Director

Tony, Director of Security, Strategic Wealth Designers

Tony

Dicken

Director of Security