OUR TEAM By Your Side
The professionals at Strategic Wealth Designers have been putting their experience to work for people like you for two-plus decades, guiding thousands to their ideal retirements.
MEET YOUR DEDICATED GUIDES Our Executive Team
Matthew Dicken
Founder | CEO
Jordan Schwartz
President | Partner
MEET YOUR DEDICATED GUIDES Our Advising Team
Caleb Barnett
Financial Advisor
Erik Bosman
Lead Financial Advisor
Spencer Bryzeal
Lead Financial Advisor
Ashlie Dague
Financial Advisor
Rafael De Oliveira
Lead Financial Advisor
Rob De Lessio
Senior Financial Advisor
Brad Gaines
Marketing Director | Senior Financial Advisor
John Gehri, CFP®, ChFC, AIF
Financial Advisor
Veronica Gillotte
Lead Financial Advisor
Kevin King
Financial Advisor
Jason Moore
Lead Financial Advisor
Hairo Rodriguez Pena
Lead Financial Advisor
Phillis Pilvinis
Lead Financial Advisor
Scott Pilvinis, CFP®
Financial Advisor
Dominic Portaro
Financial Advisor
Louie Porter
Hybrid Advisor
Jake Provart
Director of Financial Planning & Client Experience
Thomas Reilly
Senior Financial Advisor
Michael Reeves
Senior Lead Advisor | Portfolio Manager
Grant Sandberg
Financial Advisor
Andy Seter
Financial Advisor
Josh Smith
Senior Financial Advisor
Quinn Teague
Financial Advisor
Thomas Treshock, CFP®
Financial Advisor
Brad Venables
Financial Advisor
Tyler Walbridge, CFP®
Financial Advisor
Client Services
Devan Miller
Administrative Coordinator
Rebekah Anderson
Reporting Specialist
Alicia Axtell
Administrative Coordinator
Rosemary Ballance
Client Relationship Specialist
Patrick Barry
Client Relationship Specialist
Christopher Clark
Property & Casualty Sales Agent
Tyler Coday
Director of Client Services
Michael DeLessio
Senior Client Onboarding Specialist
Karin Eppert
Administrative Coordinator
Ella Gilbert
Senior Administrative Coordinator
Colleen Gribbon
Administrative Coordinator
Paige Harman
Administrative Coordinator
Heather Hawkins
Client Onboarding Specialist
Margaret Johnstone
Client Onboarding Specialist
Jennifer Linzey
Licensed Medicare Specialist
Brenlyn Morris
Administrative Coordinator
Michael Newman
Client Onboarding Specialist
Melissa O’Brien
Client Relationship Specialist
Raven Perez
Client Onboarding Specialist
Nicole Piotti
Medicare Client Relationship Specialist
Jamie Ricceri
Director of Administration & Events
Justine Segura
Client Relationship Team Lead
Julia Self
Senior Administrative Coordinator
Abby Sparks
Administrative Coordinator
Bryan Turner, CMT
Senior Portfolio Trader & Quantitative Analyst
Kaleo Vincent
Client Onboarding Specialist
Donna Wishard
Administrative Coordinator
Marketing
Mackenzie Abel
Senior Events Specialist
Anissa Roshanzaer
Administrative Coordinator
Elizabeth Ruesink
Digital Events Administrator
Grace Allen
Onsite Event Coordinator
Ashtyn Barile
Event Administrative Coordinator
Nancy Barnes
Senior Administrative Coordinator
Bea Cowan
Event Administrative Coordinator
Courtney Deason
Senior Event Specialist
Zaldy Doyungan
Creative Media
Natalie Gurwitz
Onsite Event Coordinator
Delaney Hiner
Events Administrative Coordinator
Gracie James
Onsite Event Coordinator
Kara Lindsey
Senior Events Specialist
Stephanie Mertz
On-Site Event Coordinator
Sarah Novak
Digital Marketing Administrator
Shavanna Pinder
Graphic Designer
Devin Smith
Digital Marketing Strategist
Tanner Smith
Onsite Event Coordinator
Bryn Ventura
Onsite Event Coordinator
Operations
Will Akers
Business Development Specialist
Nadia Cabaluna
Staff Accountant
Cindy Cameron
Controller
Hannah Gowen
Talent Acquisition Specialist
Chandra Halverson
Director of Operations and Compliance
Shawn Harper
Compliance Analyst
Meghann O’Toole
Assistant Controller
Jillian Russell
Executive Coordinator
