Our Team | Strategic Wealth Designers

Rylee Zurbrigen

Administrative Assistant

Jordan Schwartz

Partner, Financial Advisor

Jordan Schwartz is a Partner & Executive Vice President at Strategic Wealth Designers and has been with SWD since 2014. With a Business Degree from Emory & Henry College and almost a decade of experience in the industry, Jordan plays a pivotal role in helping families achieve their financial goals. He finds fulfillment in creating meaningful relationships and witnessing the positive impact SWD makes on people's lives. Jordan and his wife, Jean, have been together for over 10 years. Outside of work, Jordan enjoys golf, oil painting, and taking walks with Jean and the best Goldendoodle in the whole wide world, Enzo.

Dustin Stanley

Partner, Financial Advisor

Dustin Stanley is an Executive Vice President and Partner at Strategic Wealth Designers. He also serves as a financial advisor. He joined SWD in May of 2014. Guided by a mission to alleviate stress from clients' lives, Dustin loves helping families transition into retirement with confidence and peace of mind.

Outside the confines of the office, Dustin cherishes moments on his boat and quality time with his family. He's eagerly looking forward to tying the knot with his fiancée, Kristin, in November of 2023. Dustin takes pride in being a father to his two sons, Jake, 25, and Skye, 14.

Maeve O'Malley

Marketing Coordinator

Karin Eppert

Administrative Assistant

Kara Lindsey

Marketing Coordinator

Jerry Chris Folly Gah

Staff Accountant

Jim Jones

Financial Advisor

Jim Jones is a Financial Advisor at Strategic Wealth Designers, joining the team in June of 2023. He approaches financial advising with a focus on understanding individual client needs through careful listening.

Outside of his role at SWD, Jim is actively involved in his faith, serving as a Eucharistic Minister and assisting parishes with financial matters. He maintains an active lifestyle with regular swimming and gym sessions. At home, he enjoys quality time with his wife and recently welcomed their granddaughter, Lily, in January 2023. On a lighter note, Jim is known for making great popcorn and enjoys a good milkshake.

Rebekah Anderson

Marketing Coordinator

Syra De

Marketing Coordinator

Anjelique Pertuz

Marketing Coordinator

AJ Pertuz joined Strategic Wealth Designers in May 2023 as a Marketing Coordinator and Administrative Assistant. With a Bachelor's degree in Marketing under her belt and experience from two internships, she brings a modern and informed approach to her role. AJ's drive to serve clients is evident in the relationships she has made while at SWD. Outside of her professional commitments, AJ's adventurous soul takes the lead. She's an avid traveler and has a special love for skiing, hiking, and attending concerts. Whether she's exploring new terrains or diving deep into the world of marketing, AJ's enthusiasm and dedication shine brightly.

Tim Kamp

Financial Advisor

Tim Kamp is a Financial Advisor at Strategic Wealth Designers and has been with SWD since March of 2023. Tim knows the ins and outs of helping families achieve a successful retirement. With his expertise as a Certified Financial Planner (CFP), Tim seamlessly fits into the SWD team, ready to guide you on your financial journey.

In his free time, he enjoys brewing his own craft beer and getting creative with his CNC laser. He's a family man too, with a happy marriage to his wife Randi since 2014, and two precious sons, Ronan and Leo.

When it comes to your financial future, Tim is here to guide you and make sure you're set up for success.

Jordan Streever

Marketing Coordinator

Jordan Streever became a vital part of Strategic Wealth Designers as a Marketing Coordinator in January 2023. Transitioning from a seven-year tenure in the health and fitness industry, Jordan introduces a fresh and dynamic approach to her role. What drives her daily is the cohesive spirit of the SWD team, ensuring clients receive unparalleled service. Beyond her work at SWD, Jordan's passion for health and wellness extends to her personal life, where she dedicates time to coach group fitness classes.

Jason Taylor

Financial Advisor

Jason Taylor is a Lead Financial Advisor at Strategic Wealth Designers. He has been with SWD since November 2022, when he brought his financial industry experience since 2011 to assist individuals and families with their finances. Jason graduated Summa Cum Laude with a Bachelor's degree from Purdue University Global before receiving an active Certified Financial Planner™ certification. Jason spent seven years at Fidelity Investments, where he helped thousands of individuals transition into and through retirement. Jason's mission is to work closely with hard-working families and understand what retirement goals they want to achieve, so he can tailor his recommendations to fit their unique needs. These recommendations follow a holistic retirement planning approach, as he believes every family and individual deserves precise solutions to their problems. Jason is an estate and business planning expert at SWD and is proud to have been recognized as the top Financial Consultant at Fidelity Investments. When Jason is not helping families, he volunteers and supports several philanthropic organizations focusing on mental health awareness and suicide prevention. He loves helping age-care homes where older adults can find support and satisfaction. Jason is family-focused and enjoys spending time with his wife and daughters, who share his passion for dance. Jason cherishes the time with his family, and he finds that family time always puts him back on track whenever he has difficulties in life.

Raven Perez

Administrative Assistant

Raven Perez joined Strategic Wealth Designers in December of 2022 as an Administrative Assistant. With a degree in Sociology and a minor in Psychology, she possesses a unique perspective that allows her to connect deeply with clients, going beyond mere transactional interactions. For Raven, the true reward in her role comes from understanding clients' needs and addressing them effectively. When not at the office, Raven's adventurous spirit shines. She's passionate about exploring diverse food spots around the city and holds a special love for ethnic cuisines. A fun fact about Raven: she's a graduate of Indiana University and a fervent Hoosiers fan.

James Nordby

Financial Advisor

James Nordby joined the Strategic Wealth Designers family as a Financial Advisor in November of 2022.

With over ten years of experience in investment management and retirement planning, James brings immense knowledge and expertise to the table. His passion lies in helping individuals navigate the complexities of retirement with ease, ensuring a secure financial future for them and their loved ones.

Beyond the office, James is an outdoor enthusiast who finds solace in nature. Growing up in a mountainous state, he's naturally drawn to activities like hiking, fishing, camping, and hunting. Beyond that, James has a beautiful family that brings him joy. He married his wife, Tammy, in 2020, and in 2022, they welcomed their adorable baby girl. Their household is always bustling with energy thanks to their beloved Labradoodle, Jasper, who's been a cherished member of the family since 2016.

Nicole Gonsoroski

Administrative Assistant

Megan Alle

Marketing Coordinator

Megan Alle joined the Strategic Wealth Designers team in November of 2022 as a Marketing Coordinator. She brings a solid educational background to her role, boasting a Bachelor's in Marketing with a minor in Sociology. On a daily basis, Megan is at the frontline of client communication, ensuring they receive the best possible service. Her dedication to her work stems from the joy she finds in interacting with clients and making a tangible difference in their financial journey. When not at her desk, Megan is an outdoor enthusiast, seizing any opportunity to embrace nature and its wonders.

Jules Self

Administrative Assistant

Jules Self, an Administrative Assistant at Strategic Wealth Designers, came aboard in October of 2022. With a strong foundation in customer service, leadership, and communication, she has been an invaluable asset to the team. Jules plays a key role in guiding individuals through the early stages of their financial journey, finding immense fulfillment in seeing the positive impact on their lives. Outside the office, Jules is passionate about running—a hobby she has cultivated for the past six years, which has given her discipline, focus, and a sense of achievement. This dedication spills over into her work, ensuring clients receive unparalleled support. On a personal note, she's been happily married to her husband, Mark, since October 2020 and is a proud mother to two cats, Charlie and Ollie.

Jamie Ricceri

Administrative Assistant

Jamie Ricceri is an Administrative Assistant at Strategic Wealth Designers, joining the SWD family in September of 2022. Transitioning from a teaching background, where she honed her Bachelor's degree in Early Childhood Education, Jamie brings a fresh perspective to her role. She thrives on the connections she makes, cherishing every opportunity to meet and assist new families as they navigate their financial journey with SWD.

Sarah Novak

Marketing Coordinator

Sarah Novak is a Marketing Coordinator at Strategic Wealth Designers, having joined the team in September of 2022. With a background as an Operations Assistant and Event Coordinator, Sarah brings a unique blend of organizational prowess and event expertise to her role. She finds fulfillment in the educational aspect of her work, believing in the power of informed decisions to shape one's financial journey. Beyond her professional commitments, Sarah takes immense pride in SWD's community involvement, recognizing the value of giving back and making a tangible difference.

Mackenzie Abel

Marketing Coordinator

Mackenzie Abel brings a vibrant energy to her role as a Marketing Coordinator at Strategic Wealth Designers. Since joining in September of 2022, she has taken immense pleasure in meeting individuals at the start of their journey with SWD. Observing them leave events, full of excitement about their future, is one of the many highlights of her role. Mackenzie's dedication goes beyond her day-to-day tasks—she was instrumental in the Lowe Syndrome charity event, reflecting her commitment to meaningful causes.

Outside of work, Mackenzie is a woman of diverse interests. From volunteering and crocheting to camping, she keeps herself engaged. Most cherished are the moments she spends with her family, where they create memories together.

Bradley Venables

Financial Advisor

Brad Venables is a Financial Advisor at Strategic Wealth Designers. He joined the SWD team in July of 2022. With a Bachelor's Degree and an impressive 8 years of experience as a Financial Advisor, Brad is undeniably a valuable asset to the SWD family. He believes in addressing the unasked questions, the ones people often shy away from, and providing clear, actionable answers.

In his free time, Brad is either perfecting his golf swing or competing in what he adoringly dubs his "old-man basketball league." On the home front, Bradley has been married to his wife, Colleen, since the memorable date of 7/7/07, and together they share the joys of parenting three wonderful children: Rory, Rowan, and Reid.

For a bit of friendly rivalry? Brad proudly cheers for Seattle sports, confidently claiming they outshine Denver sports any day!

Spencer Bryzeal

Financial Advisor

Spencer Bryzeal is a Financial Advisor at Strategic Wealth Designers. He joined the SWD team in September of 2022. Armed with Series 7, Series 66, and Life and Health licenses, Spencer's qualifications are a testament to his dedication to the field. A double major graduate from Ole Miss with Bachelor's degrees in both Finance and Real Estate, Spencer's academic background fortifies his professional expertise.

Central to Spencer's role is the art of relationship-building. Each day, he immerses himself in assisting and educating clients on their personalized retirement plans. Through SWD's retirement income analysis, Spencer aids clients in demystifying their current financial standing and charts out future retirement strategies.

When the office hours wind down, Spencer is either perfecting his golf swing or cheering for St. Louis sports. A travel enthusiast at heart, he often seeks new adventures, exploring diverse locales.

Nick Smutney

Financial Advisor

Nick Smutney is a Financial Advisor at Strategic Wealth Designers, having joined the SWD fold in August of 2022. A proud Penn State University alumnus, Nick's educational background underlines his professional commitment. At his core, Nick enjoys witnessing the fruits of the team's collective labor. He cherishes those moments, years down the line, when clients reflect their satisfaction, attributing their happiness to the guidance and assistance the SWD team offered.

Among his accomplishments, Nick is particularly proud of obtaining his CFP® certification and playing a pivotal role in getting the Tampa office up and running. Beyond the financial charts, Nick is an avid golfer and traveler. He recently completed his first marathon, a testament to his dedication and perseverance. Though he jokes it could be his last, Nick does find joy in running.

Michael Newman

New Business Specialist

Michael Newman, a New Business Specialist at Strategic Wealth Designers, has been with the team since September of 2022. Michael excels in consolidating and streamlining assets, ensuring clients have a comprehensive view of their financial landscape. Away from his desk, Michael's enthusiasm spills over to the volleyball court, where he indulges in spirited matches of beach volleyball.

Garrick Gomez

Financial Advisor

Garrick Gomez is a Financial Advisor at Strategic Wealth Designers and has been making a difference at SWD since September of 2022. Garrick's journey in finance began in 2007, starting at a bank. Since then, he has enriched his knowledge base with a Bachelor's in Business Administration, majoring in Finance, and subsequently, an MBA. His diverse experience spans both the banking and investment sectors, making him a valuable asset to the SWD team.

At the heart of Garrick's role is the fulfillment he derives from assisting families. Merging clients' finances with their life goals and vision, he crafts plans and strategies to guide them seamlessly into the retirement phase of their life. Beyond numbers, Garrick is deeply involved with One One One ministries, a unique blend of fitness and faith. This involvement mirrors his passion for both spiritual growth and health & wellness.

Jasmine Bruno

Administrative Assistant

Michael Plawecki

Trading Specialist

Louie Porter

Financial Advisor

Louie Porter is a Financial Advisor at Strategic Wealth Designers, joining the team in June of 2022. With extensive qualifications, including the SIE, Series 7, Series 63, Series 65, and Life Insurance licenses, Louie's dedication to the financial world is evident. At the heart of his role is providing clients with peace of mind, ensuring their retirement is on track. Through strategic updates, he guides clients in allocating their funds optimally, paving the way for them to achieve their long-term goals. His commitment shines through notable achievements, such as assisting in the planning of over $100 million in client assets and conducting in-depth market research to craft the best allocations tailored to each client.

Outside the world of finance, Louie has a passion for baseball. He and his soon-to-be wife, Abby, share this love so deeply that they've chosen their local minor league baseball stadium as their wedding venue. The couple, together since March of 2017, is set to tie the knot in October of 2023.

Logan Chinn

Marketing Coordinator

Logan Chinn is a Marketing Coordinator/Administrative Assistant at Strategic Wealth Designers and has been with SWD since June of 2022. With a Bachelor’s degree in Mass Communications and previous experience in other marketing roles, Logan has developed a knack for engaging with new families at events and ensuring they have a positive experience. She takes pride in hosting events and taking care of attendees. In her spare time, Logan enjoys spending time with family, working out, and exploring local coffee shops.

J Moore

Financial Advisor

A veteran of the investment industry since 1999, Jason (J) holds a Series 65 securities license along with life and health insurance licenses. His investment background includes both client-facing and executive roles at Fortune 500 asset management firms, investment banks, and two of the largest independent broker-dealers in the U.S. He prides himself on educating clients and simplifying their journey into and through retirement.

A Napa Valley native, J relocated to Milton, Georgia in 2016 with his wife of 21 years, Christine, and their four children. He and his wife are active in their church and lead a small group bible study in their home. After graduating from college, J played minor league baseball for three seasons. When he’s not working, J enjoys spending time with his family and cooking for friends. He is an avid bass fisherman and has a passion for great wines and the culinary arts.

Sophia Luquetta

Marketing Coordinator

Bea Cowan

New Business Specialist

Bea Cowan, a New Business Specialist at Strategic Wealth Designers, joined the team in May of 2022. She finds immense joy in onboarding new clients, appreciating the mix of excitement and anticipation they bring. Bea's commitment lies in enhancing their comfort and confidence as they embark on their journey with SWD.

A book enthusiast, Bea frequently juggles between 2-3 reads, always in pursuit of new knowledge and perspectives. While she describes herself as someone who enjoys the simpler pleasures, like BBQs, Jeep rides in the desert, or visiting farmers' markets, it's evident that she cherishes every moment.

Family remains a cornerstone in her life. Married to Andy since February of 2002, the couple has two grown children. They've recently embraced the joys of being empty nesters. A fun tidbit about Bea's family: she and Andy play cards every week with his centenarian grandparents—a testament to the close-knit bond they share.

Scott Pilvinis

Financial Advisor

Scott Pilvinis is a dedicated Financial Advisor at Strategic Wealth Designers, having joined the team in May of 2022. With an educational foundation in Business Economics and specialized credentials in accounting, Scott is a valuable asset to the team. Central to his professional approach is a commitment to helping families navigate the road to retirement, ensuring they not only reach their personal goals but also maintain them. By offering comprehensive planning and real-time adjustments, Scott ensures that families are equipped to face life's unpredictable twists and turns.

Away from the spreadsheets and financial strategies, Scott is an enthusiast of live music, hiking, sports, and thought-provoking documentaries. A proud Arizonan since 2000, Scott married his wife, Alexandria in 2021. Together they cherish the joys of parenthood with their son, Blake, and their dog, Maddie.

Phillis Pilvinis

Financial Advisor

Phillis Pilvinis is a Lead Advisor at Strategic Wealth Designers, where she has been a key member since May 2022. With over 30 years of industry experience, including running her own practice, and holding a CRPC certification, Phillis brings a wealth of expertise to this role. Her vast knowledge and unique skill set make her a valuable asset to the team. She is dedicated to helping people navigate through retirement on their own terms, finding great fulfillment through her work. Some of Phillis' standout achievements include publishing a book on retirement planning, being a chartered member of Ed Slott's Master Elite IRA group, and having spent over 14 years on talk radio. While she no longer runs marathons, Phillis is a passionate lifelong runner and values time spent with family. Phillis' husband, Harry, has been her best friend for 40 years, and she is immensely proud of her two kids, Scott and Marisa. She is an ecstatic Nana to her grandson Blake. To Phillis, what she does for a living has never been just a job, but instead a passion.

Melissa O'Brien

Client Service Specialist

Melissa O'Brien is a dedicated Client Service Specialist at Strategic Wealth Designers, having come on board in April of 2022. Melissa takes pride in not only addressing clients' needs but also building meaningful relationships with them. For her, it's not just about providing services—it's about genuinely getting to know the people she serves.

Hailing from Louisville, Kentucky, Melissa moved to Indianapolis in 2005 alongside her husband, Jim, who is notably the morning meteorologist on Fox59. The couple, wed since March of 2003, cherish moments with their two daughters, Molly and Riley. Family is at the heart of Melissa's world, and it's this ethos of connection and care that she brings to her role at SWD.

Ellen Rohr

Marketing Coordinator

Chase Rosché

Client Service Specialist

Laurin Scaffidi

Director of Culture

Laurin Scaffidi has been pivotal as a Staff Recruiter and Director of Culture at Strategic Wealth Designers since joining in March of 2022. While she may not directly assist families in the traditional sense, Laurin plays a crucial role in seeking out top talent who are committed to serving SWD's clients at the highest level. She cherishes the process of introducing new team members to the SWD ethos and revels in witnessing their subsequent successes.

Away from the workplace, Laurin is an outdoor enthusiast. From running and kayaking to hiking, she is constantly on the move. Her love for exploration isn't just limited to nature – she's traveled extensively, having visited six of the seven continents. At the heart of her world are her family moments. She and her husband, BJ, wed in 2018, and together they parent two vivacious little girls who fill their days with joy.

Doug Robinson

Compliance Officer

Doug Robinson serves as a Compliance Officer at Strategic Wealth Designers, having joined the SWD team in March of 2022. Doug's role is diverse and dynamic, as he collaborates with nearly every department within the company. This variety keeps him engaged, as each business day brings its own unique challenges and opportunities. Behind the scenes, Doug acts as a vital resource for the front-line employees, ensuring that the firm's operations align with compliance standards. Outside of his professional responsibilities, Doug values quality time with his family. He and his wife, Donna, whom he married in August of 2021, often indulge in walks, gym sessions, or exhilarating motorcycle rides. Golf sessions with his son are a cherished pastime, and Doug takes immense pride in the accomplishments of both his children.

Rosemary Ballance

Client Service Specialist

Rosemary Ballance is a Client Service Specialist at Strategic Wealth Designers. Since joining the team in January of 2022, Rosemary has consistently demonstrated her commitment to addressing clients' financial needs. With a keen understanding of their aspirations and concerns, she ensures they receive timely and effective support, helping them navigate their financial journeys with confidence.

Rosemary is a proud mother of two wonderful girls and the grandmother to the incredible Rowen. Her favorite quote is, "You can get anything in life you want, if you can help enough other people get what they want."

Dillon Widdows

Financial Advisor

Dillon Widdows is a Project Leader and Financial Advisor at Strategic Wealth Designers, having joined the team in December of 2021. With seven years of financial advising experience under his belt, Dillon has fit well into the SWD framework. Central to his professional approach is the ability to provide clarity on life's pivotal financial questions, ensuring his clients remain on a steady path towards retirement. Moreover, his role isn't confined to client interactions. Dillon takes pride in mentoring and training his colleagues, ensuring that every client benefits from SWD's highest service standards.

Away from financial blueprints, Dillon's adventurous spirit shines. As an ultramarathoner, he doesn't shy away from challenges, whether on rugged hiking trails, scaling heights as a climber, or perfecting his swing on the golf course.

Tyler Walbridge

Financial Advisor

Tyler Walbridge is a Financial Advisor at Strategic Wealth Designers and has been with SWD since May of 2019. Tyler brings a prior background of 6 years as a Financial Advisor with Vanguard and a Bachelor's Degree in Finance from the University of Colorado Boulder to this role. Through his work, Tyler finds fulfillment in helping clients feel at ease and teaching others how to interpret the financial news they are seeing. Tyler is constantly working to improve his skills and deliver for his clients and is particularly proud of being named a finalist for Financial Advisor of the Year within the company. Outside of work, Tyler enjoys snowboarding, downhill mountain biking, and hiking.

Aaron Cummins

Web Developer

Joining Strategic Wealth Designers in October of 2021, Aaron Cummins became an invaluable member of our SWD family. With a Bachelor's Degree from Morehead State University, and Code Louisville Certifications in web development, C#, and JavaScript, Aaron is exceptionally qualified to provide innovative web solutions as a leading contributor to our digital marketing team. Aaron is enjoys building platforms and troubleshooting issues for his SWD peers, improving their workflow, and enhancing digital experiences for SWD clients. When not busy with work, Aaron spends his free time playing guitar, video games, gardening, traveling, and cooking.

Ali Hatch

Administrative Assistant

Michael De Lessio

New Business Specialist

Michael De Lessio, serving as a New Business Specialist at Strategic Wealth Designers since August of 2021, cherishes the opportunity to work with new clients during their onboarding process. His dedication lies in ensuring that they are warmly welcomed to the SWD family and are set on the right path toward their retirement goals.

Outside the office, Michael is an avid traveler, often taking advantage of the unique travel perks that come with having a wife who's a pilot. At the heart of it all, family remains his cornerstone. Married for over 21 years to his wife, Joanne, they are proud parents of two grown boys, Nicholas and Spencer, and have recently embraced the life of empty-nesters.

Veronica Gillotte

Financial Advisor

Veronica Gillotte is a financial advisor with over 23 years of experience in wealth management. Based in South Florida and Louisville, KY, Veronica is dedicated to helping her clients navigate the complex world of finance. With licenses in series 63, 66, and Life & Health Insurance, she is well-equipped to guide you through retirement planning, estate planning, and income planning. Additionally, Veronica is SWD's TRCM Liaison, offering expertise in investment management strategies and alternative investments. Originally from Cincinnati, Ohio, Veronica made her way to South Florida over 16 years ago before journeying to Kentucky in 2021, where her son plays football at the University of Louisville. She splits her time between the Miami office and Louisville, ensuring that her clients receive the attention they deserve. When she's not busy at work, Veronica finds fulfillment in giving back to her community through volunteer work. She has a passion for fitness and enjoys activities like pickleball, golf, and hiking. As a sports enthusiast, she relishes anything related to the world of sports. As a mother of three and grandmother to one (with more on the way!), Veronica cherishes quality time with her family, including her beloved dog.

Brad Gaines

Financial Advisor

Brad is a lead financial advisor and certified Retirement Planning University instructor. Born into a family of modest means he learned the value of hard work, dependability, & integrity.

His parents worked tirelessly to provide for him and much of the time he spent outside of school was on a baseball field and that dedication eventually gave him the opportunity to play at the collegiate level.

For many years, Brad was managing partner of his own strategic consulting firm. He advised private and public organizations how to make better financial decisions. His strategies and results are nationally recognized and have been used in 119 industries including the finance & healthcare industry.

Brad decided to move away from helping companies make better financial decisions and now helps individuals make better financial decisions. He says “business and personal finances are one of the same. Money flows in & money flows out. It’s all about controlling risk.”

Brad is a mentor and strong leader within the firm and is proud of the work he does. He feels incredibly grateful for the opportunity to help others make informed decisions about their money, investments, and retirement planning strategies.

Nic Tolerton

Financial Advisor

Nic Tolerton brings a unique lens to his role as a Financial Advisor at Strategic Wealth Designers. Trained in both History and Psychology, his transition from a high school history and economics teacher to financial advising showcases his versatility.

At SWD, Nic's driving force is simple: guiding families towards a secure retirement.

Away from work, Nic cherishes time with his wife, Steph, and their dog, Dori. He also has a keen interest in woodworking, often crafting furniture for their home. A Maryland native, Nic’s roots run deep, reflected in his support for the Baltimore Ravens and his love for local delicacies like crab cakes. With a lineage rich in educators, and siblings serving in diverse fields, Nic's commitment to community and family shines through.

Anisha Thakrar

New Business Specialist

Jennifer Linzey

Medicare Specialist

Jennifer Linzey has served as a Licensed Medicare Specialist at Strategic Wealth Designers since July of 2021. Deeply passionate about client well-being, Jennifer takes pride in guiding individuals through the often-complex maze of Medicare. She's dedicated to ensuring clients are well-informed, enabling them to make healthcare decisions that best suit their needs. Jennifer's role is about more than just guidance; it's about providing continuous support. She remains a consistent pillar for clients, offering annual reviews to ensure their Medicare plans evolve with their changing needs.

Away from her professional duties, Jennifer finds solace in attending church and cherishing moments with her husband. Integral to her role at SWD is the company's unwavering commitment to prioritizing clients' best interests—a belief system Jennifer deeply resonates with and is proud to represent.

Ann Marie Moorman

Asst. Events Director

Ann Marie Moorman serves as the Assistant Events Director at Strategic Wealth Designers, joining the team in June of 2021. Her dedication to orchestrating impeccable events, especially the signature "Wine & Wisdom" gatherings, ensures both staff and clients enjoy memorable experiences. Ann Marie takes pride in her ability to connect with families throughout their journey with SWD. From initial dinner events to client appreciation gatherings, her interactions with clients are always laced with warmth and genuine care.

In 2022, Ann Marie further honed her skills by obtaining the Certified Meeting Planner certification, a testament to her commitment to excellence in her role. Outside of her professional commitments, she cherishes moments spent with family and friends. Many of these loved ones are based in Indianapolis, but she also relishes traveling to meet those who aren't local and exploring their favorite spots. At the heart of it all, Ann Marie's passion for fostering positive relationships stands out, both with her colleagues and the SWD community.

Jon Jarboe

Financial Advisor

Jon serves as a lead financial advisor throughout the SWD Colorado offices. Jon has over 14 years of finance experience. He graduated from Missouri State University with a finance and economics degree. Jon received his MBA with a concentration in finance, from the University of Colorado. He began his career in corporate finance developing enterprise level financial forecasts and plans, collaborating with business partners around the world. As his passion for finance expanded, he transitioned from corporate finance to financial planning. Serving as a financial advisor is a perfect mix for his passion of people and finance. In his free time, Jon loves to spend time with his wife, Kristi, and their two girls, Harper and Emma. He also is an avid mountain biker, hiker, and skier.

Aaron Hooper

Digital Media Strategist

Aaron Hooper joined Strategic Wealth Designers as a Digital Media Strategist in February 2021. With 10 years of experience as a professional graphic designer and five years as a freelance front-end developer, Aaron brings a wealth of expertise and knowledge. He is a proud graduate of Indiana University Southeast. Beyond his daily work, designing and building impactful experiences for clients is where Aaron finds fulfillment. Outside the office, Aaron enjoys hiking, writing fiction, and drinking lots of coffee. He loves spending time with his family, which includes his wife Heather, who he's been married to since December 2011, and their children Lydia, Maisy, and Jack.

Cameron Wisley

Financial Advisor

Cameron is a member of our financial advisory team in Indianapolis. He grew up in Fort Wayne, IN, and graduated from Indiana University with a Bachelors in Finance. Cameron currently holds his Series 7, Series 66, and Life & Health Insurance licenses and holds the professional designation of Accredited Portfolio Management Advisor℠ (APMA). His experience includes portfolio/investment management, wealth preservation strategies, and retirement planning strategies. Outside of the office, Cameron enjoys spending time with his family, friends, and his two dogs.

Ashlie Dague

Financial Advisor

Ashlie Dague is a Financial Advisor at Strategic Wealth Designers, joining the SWD team in September 2020. Ashlie has a background in cybersecurity and education, holding a Bachelor of Arts from New York University and a Master of Arts from Tel Aviv University, in addition to a Series 65 certification. Ashlie takes pride in discovering innovative solutions for clients and helping them achieve a successful and secure retirement. She also finds joy in talking with clients during our events. When not working, Ashlie loves nature and outdoor activities like hiking, cycling, and skiing and cherishes quality time with her loved ones.

Emma Barina

Reporting Specialist

Emma serves as the Reporting Specialist for our Denver office. She graduated from the University of South Carolina with a Bachelor’s Degree in Hospitality Management and a Minor in Business Administration. Prior to joining the SWD team, Emma worked in the wedding industry. She loves interacting with new and existing clients while collaborating with everyone on the SWD team. Outside of work she enjoys trying new restaurants, visiting friends around the country, and attempting to teach her kitten, Remy, tricks.

Jake Provart

Director of Financial Planning

Jake Provart is a Financial Advisor at Strategic Wealth Designers, having joined the team in October of 2020. With a Bachelor's degree in Economics from the University of Minnesota, paired with prior experiences at Ameriprise and Fidelity, Jake's expertise seamlessly complements SWD's mission.

Jake is deeply committed to assisting families in crafting and maintaining effective retirement strategies. He finds genuine fulfillment in piecing together a retirement plan for clients, ensuring they step into this life phase with confidence. His dedication and expertise were recognized when he was named SWD's Financial Advisor of the Year in 2022.

Beyond his professional commitments, Jake's personal interests lie in snowboarding and hiking amidst the majestic mountains of Colorado. A true Minnesotan at heart, he passionately supports his hometown's sports teams.

Erin Vaughn

Dir. of Property & Casualty

Erin Vaughn brings her expertise to the forefront as the Director of Property & Casualty at Strategic Wealth Designers, having been a pivotal part of the team since October of 2020. She is deeply committed to demystifying insurance coverages for clients and ensuring they are well-protected against unforeseen circumstances.

Beyond her professional endeavors, Erin is an active individual who enjoys sports such as kickball and golf. Quality moments with her boyfriend, Tim, his two sons, and her beloved pup fill her leisure time, underscoring the importance of family and close relationships in her life.

Erik Bosman

Financial Advisor

Erik Bosman joined Strategic Wealth Designers in October of 2020 and serves as a Financial Advisor. Erik joined the team with a solid foundation in Economics from the University of Wisconsin-Madison. Beyond his academic credentials, Erik holds the Series 65 and Life & Health Insurance Licenses, fortifying his expertise in the financial realm.

For Erik, financial advising isn't just about numbers—it's about forging meaningful relationships with clients and guiding them towards a secure retirement. He takes immense pride in helping clients see the light at the end of the retirement tunnel, even when they once believed it was out of reach.

Outside of professional commitments, Erik is an outdoor enthusiast. Whether he's skiing down snowy slopes, hiking scenic trails, camping under the stars, or hunting, nature is his refuge. He shares a close bond with his parents, sisters, and cherished nieces, Sadie and Amelia. Regular visits to Wisconsin keep these family ties strong and cherished.

Dakota Fleck

Acct. & Admin. Director

Dakota serves as our Accounting Manager at Strategic Wealth Designers. She graduated from the University of Louisville with a bachelor’s degree in Accounting and a minor in Communications. Dakota is responsible for overseeing the company’s financials and coordinates Human Resources processes and documentation across all SWD’s markets. She loves getting to meet everyone during their onboarding process and organizing the financials so the company can operate smoothly. In her free time, Dakota enjoys traveling, spending time with family and friends and reading with her cat, Potato.

Zaldy Doyungan

Digital Media Manager

Zaldy serves as the Digital Media Manager for Strategic Wealth Designers. With years of experience in the media industry, both in front and behind the camera, Zaldy handles most of the video production for SWD. You can also see him host a few of the live events that SWD will hold around the country. Zaldy graduated from Kansas State University with a degree in Journalism and Mass Communications. Outside of the office, Zaldy enjoys playing tennis, golf, cycling, and going to music festivals around the country.

Zack Doyle

Digital Marketing Director

Zack is our go-to digital expert at Strategic Wealth Designers, leading website development, digital strategy, and SEO efforts. His experience working with both start-ups and established digital workplaces, as well as his positive attitude, impressive skill set, and drive to win make him an invaluable asset to the team. Outside of work, Zack is a classically trained musician and loves playing and teaching different musical instruments. He's happily married to his wife, Lacey, and is a proud father of two daughters, Roma and Violet.

Danny Moran

Client Service Director

Danny Moran plays an instrumental role as the Client Service Director at Strategic Wealth Designers. He joined SWD began in February of 2020. Guided by a genuine passion for assisting individuals, Danny is committed to ensuring every SWD client enjoys an unparalleled experience. His dedication hasn't gone unnoticed: in 2021, he was honored with the SWD Rockstar of the Year award. Further, he's also an esteemed mentor within the firm.

Outside the professional realm, Danny is a fervent music and sports enthusiast. He loves to travel, cherishes moments spent with family and friends, and finds solace in the company of his German Shepherd, Kyra.

Tony Dicken

Director of Security

Tony is a Schutzhund German Shepherd who received his Obedience and Service training in Germany. Shortly after, he received his Schutzhund Protection training in South Carolina. As the Director of Security, you may see him patrolling the office in his service vest, which means he is in work mode and you should not pet him. When he's not working he enjoys playing a game of chase, and he loves a good belly rub from his owners.

Nancy Barnes

Administrative Assistant

As the Administrative Assistant for Strategic Wealth Designers, Nancy is the first point of contact for our clients and potential clients. She enjoys making you feel warm and welcome when you visit or call the office. Nancy also supports the SWD team in many other areas including marketing and client services. She will ensure your subsequent visits to SWD will be as memorable as your first.

Jillian Russell

Scheduling Analyst

Jillian serves as our Senior Relationship Manager and works from our Indianapolis office. She works hard to make sure everyone can see their advisor at the time that works best for them. Outside of the office, Jillian enjoys woodworking, soccer and spending time outside with her three children, Jude, Scarlett, and Layla.

Mackenzie Been

Charity Director

Mackenzie Been proudly serves as the Charity Director at Strategic Wealth Designers. She joined the SWD in November of 2016.

In addition to fostering charity partnerships across various markets, Mackenzie oversees the administrative assistants in all regions. Her role is multifaceted: she manages advisor calendars, ensures organizational efficiency, and forms genuine relationships with clients in the office. It's this last aspect that Mackenzie finds most rewarding — connecting with clients on a personal level and guiding them through their retirement journey.

Having dedicated seven years to SWD, Mackenzie's journey has seen her in diverse roles. She's also an integral part of the mentor program, where she provides guidance to her colleagues, an aspect of her role she holds dear. Outside of work, Mackenzie is a Louisville native with strong family ties. Weekends are reserved for family gatherings, and her daughter, born in September 2019, is her cherished companion in every adventure.

Thomas Reilly

Financial Advisor

Thomas is a member of the financial advisor team. He graduated from Bellarmine University in Louisville KY, with his finance degree. He holds his Series 65 license as well as his Life and Health licenses. He is passionate about educating others about the importance of financial/retirement planning. Outside of work, Thomas spends the majority of his time with his Wife Maddie at the dog park with their two rescue dogs Buford and Mags.

Mike Reeves

Financial Advisor

Michael Reeves is a seasoned financial expert with over 25 years of experience. Hailing from Virginia, Mike's passion for investing was ignited by his grandfather, a World War II veteran, and cattle farmer, who instilled in him the significance of the investment world. Since starting his career as a stockbroker in 1994, Mike has moved through various roles, gaining expertise in financial consulting, planning, and investment management.

With his diverse background, which also includes experience in insurance consulting and group benefits, Mike has been a valuable asset to Strategic Wealth Designers. In 2005, he established his own insurance agency, helping small business owners with their investments and benefits. In 2016, he founded his own Registered Investment Advisory company before joining forces with SWD in 2018.

Mike serves as a lead advisor in the Dallas market, catering to clients from all corners of the country. He also plays a vital role in managing $2 billion under advisement as part of the investment council. Mike's educational journey took him to the United States Military Academy at West Point, where he played football, and later to Virginia Commonwealth University. Additionally, he takes pride in his role as a father to his son, whose accomplishments range from playing football at the University of Virginia (being named to the ACC All-Academic Team in 2014) to becoming a police officer and SWAT team member.

Outside of work, Mike's interests span from being a dedicated Cowboys fan to supporting rescue organizations like Operation Kindness, where he adopted his dog. He finds joy in fishing, traveling, and attending live entertainment events.

To Mike, his work at SWD is not just a job – it's a calling. His utmost satisfaction comes from ensuring clients not only retire well but also stay retired. With his commitment and expertise, he is ready to help you secure your financial future.

Josh Smith

Financial Advisor

Josh Smith, a University of Louisville Speed School of Engineering graduate, serves as a Financial Advisor at Strategic Wealth Designers. Since joining the SWD team in June of 2018, Josh has been instrumental in simplifying complex financial concepts, enabling clients to grasp their retirement plans more intuitively.

Beyond his professional role, family is paramount for Josh. He and Emily, his wife of over 15 years, cherish the joys of parenthood with their three children. Their bond is a testament to Josh's belief in nurturing relationships, both at home and with his clients.

Rob De Lessio

Financial Advisor

As a member of the financial advisor team, Rob focuses on clients' individual financial objectives, pays attention to their specific needs, goals, and what is in their best interests when crafting investment strategies for retirement. He is passionate about his clients and their financial peace of mind. Rob has over twenty years of client service experience and enjoys building long-term relationships with both clients and fellow team members. He is a dedicated husband to his high school sweetheart, Casie, and father to their four beautiful children. He loves to give back through serving at his church and at Strategic Wealth Cares events. He is an avid sports fan and has an extreme affection for the culinary arts.

Annalisa Beninate

New Business Director

Annalisa Beninate serves as the New Business Director at Strategic Wealth Designers, having joined the firm in January of 2019. Her passion lies in forging personal relationships with clients. In her role, Annalisa continually seeks ways to refine the onboarding process, ensuring a seamless and stress-free experience for clients.

Outside the confines of the office, Annalisa is a talented harpist and is currently working towards a certification in harp/music therapy. At home, she cherishes her family life. She married her college sweetheart in 2010 and they welcomed a beautiful daughter in 2016.

Jason Vander Pol

Financial Advisor

Jason Vander Pol has over 25 years of successful business and financial management experience. He graduated from Iowa State University with a logistics degree and went on to a successful career in supply chain management with world class corporations like Kraft Foods, Jacobson Companies, and the historic Buffalo Trace Distillery. After discovering his passion for helping people work towards a secure retirement by educating them about their finances in 2006, Jason decided to pursue a career in the securities industry. Prior to joining SWD, he served clients as a financial advisor through LPL Financial and Capital Wealth Management and then as a supervision principal with US Bancorp Investments. In his free time Jason enjoys spending time with his wife Aimee and their two daughters Maura and Ellie, as well as golf, travel, and volunteering in the community.

Jordan Schwartz

Partner, Financial Advisor

Dustin Stanley

Partner, Financial Advisor

Matthew Dicken

Founder / CEO

Matthew is the Founder of Strategic Wealth Designers, a financial planning 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 CPA’s. His approach to investing, coupled with his track record of success, has made him a prominent authority in the industry. Matthew has been a contributor to Kiplinger and was named Best in Finance by Louisville Business First. He is also a best-selling author of 3 books and has regularly appeared on TV Stations across the country. When Matthew isn’t helping clients, he’s spending time with his wife Colleen and their son Winston who enjoy traveling the country to watch Matthew drive with the Strategic Wealth Race Team. They are also involved with several charitable causes benefiting veterans, animals, and children.