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

Dustin Stanley
Partner | Executive Vice President

Jordan Schwartz
Partner | Executive Vice President

FIND YOUR TEAM Click The Location
Nearest You

MEET YOUR DEDICATED GUIDES Our Advising Team

Erik Bosman
Financial Advisor Team Lead

Spencer Bryzeal
Financial Advisor

Ashlie Dague
Financial Advisor

Rob De Lessio
Senior Financial Advisor

Brad Gaines
Senior Financial Advisor

Veronica Gillotte
Lead Financial Advisor

Jon Jarboe
Lead Financial Advisor

Blake Janni
Financial Advisor

James Jones
Financial Advisor

Jason Moore
Lead Financial Advisor

Phillis Pilvinis
Lead Financial Advisor

Scott Pilvinis
Financial Advisor

Louie Porter
Lead Financial Advisor

Jake Provart
Director of Financial Planning & Client Experience

Michael Reeves
Senior Lead Advisor | Portfolio Manager

Thomas Reilly
Senior Financial Advisor

Josh Smith
Senior Financial Advisor

Nic Tolerton
Lead Financial Advisor

Thomas Treshock
Financial Advisor

Brad Venables
Financial Advisor

Tyler Walbridge
Financial Advisor

Cameron Wisley
Lead Financial Advisor

Client Services

Rebekah Anderson
Client Relationship Specialist

Rosemary Ballance
Client Relationship Specialist

Emma Barina
Client Onboarding Team Lead

Patrick Barry
Client Relationship Specialist

Jasmine Bruno
Senior Administrative Coordinator

Reese Burgess
Administrative Coordinator

Christopher Clark
Property & Casualty Sales Agent

Bea Cowan
Client Onboarding Specialist

Michael DeLessio
Senior Client Onboarding Specialist

Karin Eppert
Administrative Coordinator

Ella Gilbert
Administrative Coordinator

Nicole Gonsoroski
Senior Administrative Coordinator

Max Hershberg
Portfolio Analyst

Chris Jennings
Client Relationship Specialist

Michaela Landon
Administrative Coordinator

Jennifer Linzey
Medicare Specialist

Michael Newman
Client Onboarding Specialist

Melissa O’Brien
Client Relationship Specialist

Raven Perez
Client Onboarding Specialist

Michael Plawecki
Trading Specialist

Jamie Ricceri
Director of Administration

Justine Segura
Client Relationship Team Lead

Julia Self
Senior Administrative Coordinator

Haven Seltmann
Administrative Coordinator

Abby Sparks
Administrative Coordinator

Tatiana Stahn
Client Onboarding Specialist

Anisha Vasudevamurthy
Client Onboarding Specialist

Kaleo Vincent
Administrative Coordinator

Jessica Wilson
Administrative Coordinator

Donna Wishard
Administrative Coordinator

Marketing

Mackenzie Abel
Senior Events Specialist

Jolissa Aldridge
Traveling Marketing Coordinator

Megan Alle
Senior Events Specialist

Grace Allen
Event Coordinator

Nancy Barnes
Senior Administrative Coordinator

Courtney Deason
Event Coordinator

Syra De
Event Coordinator

Zaldy Doyungan
Creative Media

Kara Lindsey
Senior Events Specialist

Sophia Luquetta
Event Coordinator

Melody McNeill
Event Coordinator

Sarah Novak
Senior Events Specialist

Ellen Rohr
Senior Events Specialist

Britney Surrency
Traveling Event Coordinator

Bryn Ventura
Event Coordinator

Operations

Will Akers
Business Development Specialist

Cindy Cameron
Controller

Jerry Chris Folly Gah
Staff Accountant

Tony Dicken
Director of Security

Jillian Russell
Executive Coordinator

Laurin Scaffidi
Director of Culture