Meet the professionals who can help you Pursue Your Goals


Our team of financial advisors and retirement planners help individuals and families pursue their ideal retirements.

 

Meet The Team

The team behind Strategic Wealth Designers is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Matt Dicken, Founder & CEO, Strategic Wealth Designers

Matt Dicken

Founder, CEO
Dustin Stanley, Partner at Strategic Wealth Designers

Dustin Stanley

Partner
Jordan Schwartz, Portfolio Manager, Strategic Wealth Designers

Jordan Schwartz

Advisor & Portfolio Manager
Dylan Schoonover, Chief Marketing Officer, Strategic Wealth Designers

Dylan Schoonover

Chief Marketing Officer
Dawn Bradbury, Client Services Director, Strategic Wealth Designers

Dawn Bradbury

Client Service Director
Thomas Reilly, Client Service Advisor, Strategic Wealth Designers

Thomas Reilly

Financial Advisor
Rob De Lessio, Financial Professional, Strategic Wealth Designers

Rob De Lessio

Financial Professional
Todd O'daniel, Client Service Advisor, Strategic Wealth Designers

Todd O'Daniel

Financial Advisor
Kevin Pora, Client Service Specialist, Strategic Wealth Designers

Kevin Pora

Client Service Specialist
Josh Smith, Financial Professional, Strategic Wealth Designers

Josh Smith

Financial Advisor
Zach Wright, Digital Marketing Manager, Strategic Wealth Designers

Zach Wright

Digital Marketing Manager
Laura Fleenor, Event Marketing Manager, Strategic Wealth Designers

Laura Fleenor

Event Marketing Manager
Mackenzie Perry, Relationship Manager, Strategic Wealth Designers

Mackenzie Perry

Senior Relationship Manager
Nancy Barnes, Director of First Impressions, Strategic Wealth Designers

Nancy Barnes

Director of First Impressions
Jean Schwartz, Relationship Specialist, Strategic Wealth Designers

Jean Schwartz

Relationship Specialist
Vannessa Miller, Financial Professional, Strategic Wealth Designers

Vannessa Miller

Financial Professional
Jillian1

Jillian Russell

Administrative Assistant
tori

Tori Lampert

Marketing Assistant
Debra Woods, Accounting Manager, Strategic Wealth Designers

Debra Woods

Accounting Manager
Tony1

Anthony "Tony" Dicken

Director of Security

Ready to Take The Next Step?

For more information about any of our financial services listed here, schedule a meeting today or join us for an event.

Or give us a call at 502-412-3354