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 & CEO, Strategic Wealth Designers

Matt

Dicken

Founder

Dustin Stanley, Partner at Strategic Wealth Designers

Dustin

Stanley

Partner

Jordan Schwartz, Portfolio Manager, Strategic Wealth Designers

Jordan

Schwartz

Partner

Dylan Schoonover, Chief Marketing Officer, Strategic Wealth Designers

Dylan

Schoonover

Chief Marketing Officer

Strategic Wealth Design | Jason Vander Pol headshot

Jason

Vander Pol

Chief Compliance Officer

Team SWD

Nancy Barnes, Director of First Impressions, Strategic Wealth Designers

Nancy

Barnes

Administrative Assistant

Annalisa Beninate headshot

Annalisa

Beninate

New Business Manager

Rob De Lessio, Financial Professional, Strategic Wealth Designers

Rob

De Lessio

Financial Advisor

Laura Fleenor, Event Marketing Manager, Strategic Wealth Designers

Laura

Fleenor

Event Marketing Manager

Strategic Wealth Team Member | Allison Grusbeck headshot

Allison

Grosbeck

Associate Financial Advisor

Ali Hancock Administrative Assistant headshot

Ali

Hancock

Administrative Assistant

Walter Law | Financial Advisor headshot

Walter

Law

Associate Financial Advisor

Lexi Maupin, Marketing Coordinator, headshot

Lexi

Maupin

Marketing Coordinator

Strategic Wealth Designers | Lex Molnar headshot

Lex

Molnar

Administrative Assistant

Georgia O'Connell Marketing Coordinator headshot

Georgia

O'Connell

Marketing Coordinator

Strategic Wealth Team Member | Jaymie Oviedo headshot

Jaymie

Oviedo

Marketing Coordinator

Strategic Wealth Design Team Member | Adam Palatas headshot

Adam

Palatas

New Business Specialist

Mackenzie Perry, Relationship Manager, Strategic Wealth Designers

Mackenzie

Perry

Senior Relationship Manager

Mike Reeves | Financial Advisor | Strategic Wealth Designers

Mike

Reeves

Financial Advisor

Thomas Reilly, Client Service Advisor, Strategic Wealth Designers

Thomas

Reilly

Associate Financial Advisor

Jillian Russell, Marketing Coordinator

Jillian

Russell

Marketing Coordinator

Strategic Wealth Team Member | Adele Sanders headshot

Adele

Sanders

Associate Financial Advisor

Jean Schwartz, Relationship Specialist, Strategic Wealth Designers

Jean

Schwartz

Associate Financial Advisor

Josh Smith, Financial Professional, Strategic Wealth Designers

Josh

Smith

Financial Advisor

Debra Woods Accounting Manager

Debra

Woods

Accounting Manager

Zach Wright, Digital Marketing Manager, Strategic Wealth Designers

Zach

Wright

Digital Marketing Manager

Tony, Director of Security, Strategic Wealth Designers

Anthony

Dicken

Director of Security