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

Dylan
Schoonover

Chief Marketing
Officer

Our Team is Ready to Help
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Mackenzie
Abel

Marketing
Coordinator

Megan
Alle

Marketing
Coordinator

Rosemary
Ballance

Client Service
Specialist

Emma
Barina

Marketing
Coordinator

Nancy
Barnes

Administrative
Assistant

Mackenzie
Been

Charity
Director

Annalisa
Beninate

New Business
Manager

Erik
Bosman

Financial
Advisor

Jasmine
Bruno

Administrative
Assistant

Spencer
Bryzeal

Financial
Advisor

Logan
Chinn

Marketing
Coordinator

Bea
Cowan

Marketing
Coordinator

Aaron
Cummins

Digital Media
Strategist

Ashlie
Dague

Client Service
Specialist

Syra
De

Marketing
Coordinator

Michael
De Lessio

New Business
Specialist

Rob
De Lessio

Senior Financial
Advisor

Marc
Denham

Controller

Zack
Doyle

Digital Marketing
Lead

Zaldy
Doyungan

Digital Media
Manager

Dakota
Fleck

Accounting
Manager

Laura
Fleenor

Events
Director

Brad
Gaines

Financial
Advisor

Veronica
Gillotte

Financial
Advisor

Garrick
Gomez

Financial
Advisor

Nicole
Gonsoroski

Administrative
Assistant

Ali
Hatch

Administrative
Assistant

Georgia
Hobbs

Marketing
Coordinator

Aaron
Hooper

Digital Media
Strategist

Jon
Jarboe

Financial
Advisor

Tim
Kamp

Financial
Advisor

Jennifer
Linzey

Medicare
Specialist

Sophia
Luquetta

Marketing
Coordinator

J
Moore

Financial
Advisor

Ann Marie
Moorman

Asst. Events
Director

Danny
Moran

Client Service
Manager

Michael
Newman

New Business
Specialist

James
Nordby

Financial
Advisor

Sarah
Novak

Administrative
Assistant

Melissa
O'Brien

Client Service
Specialist

Raven
Perez

Administrative
Assistant

Anjelique
Pertuz

Marketing
Coordinator

Scott
Pilvinis

Financial
Advisor

Phillis
Pilvinis

Financial
Advisor

Michael
Plawecki

Trading
Specialist

Louis
Porter

Financial
Advisor

Jake
Provart

Financial
Advisor

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

Staff
Recruiter

Julia
Self

Administrative
Assistant

Josh
Smith

Financial
Advisor

Nick
Smutney

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

Zach
Wright

Media
Director

Tony
Dicken

Director of
Security