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



Jason
Vander Pol

Chief
Operations Officer


Our Team is Ready to Help
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Mackenzie
Abel

Marketing
Coordinator



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



Freddy
Couch

New Business
Specialist



Bea
Cowan

Marketing
Coordinator



Jess
Crippen

Marketing
Coordinator



Jesse
Crooks

Marketing
Coordinator



Aaron
Cummins

Digital Media
Strategist



Ashlie
Dague

Client Service
Specialist



Michael
De Lessio

New Business
Specialist



Rob
De Lessio

Senior Financial
Advisor



Zack
Doyle

Digital Experiences
Manager



Zaldy
Doyungan

Digital Media
Manager



Dakota
Fleck

Accounting
Manager



Laura
Fleenor

Events
Director



Brad
Gaines

Financial
Advisor



Kallie
Gilbert

Marketing
Coordinator



Veronica
Gillotte

Financial
Advisor



Garrick
Gomez

Financial
Advisor



Craig
Gordon

Group Benefits
Specialist



Ali
Hatch

Administrative
Assistant



Aaron
Hooper

Digital Media
Strategist



Jon
Jarboe

Financial
Advisor



Walter
Law

Financial
Advisor



Jennifer
Linzey

Medicare
Specialist



Cat
Liska

Marketing
Coordinator



Tom
Lowry

Financial
Advisor



Rosemary
Lowry Ballance

Client Service
Specialist



Sophia
Luquetta

Marketing
Coordinator



Kara
McDade

Client Service
Specialist



James
McLaughlin

New Business
Specialist



Jason
Moore

Financial
Advisor



Ann Marie
Moorman

Asst. Events
Director



Danny
Moran

Client Service
Manager



Michael
Newman

New Business
Specialist



Ingrid
Noe

Executive
Assistant



Sarah
Novak

Administrative
Assistant



Melissa
O'Brien

Client Service
Specialist



Georgia
O'Connell

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



Kyle
Reichenbach

Business Dev.
Specialist



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



Mary
Steen

Marketing
Coordinator



Jon
Sycamore

Financial
Advisor



Jada
Teague

Marketing
Coordinator



Anisha
Thakrar

New Business
Specialist



Michael
Thompson

Financial
Advisor



Nic
Tolerton

Financial
Advisor



Andrew
Toy

Digital Content
Specialist



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