Meet Our Financial
Professionals

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


Matt

Dicken

Founder / CEO

Dustin

Stanley

Partner

Jordan

Schwartz

Partner

Dylan

Schoonover

Chief Marketing Officer

Jason

Vander Pol

Chief Operations Officer

Emma

Barina

Marketing Coordinator

Nancy

Barnes

Administrative Assistant

Annalisa

Beninate

New Business Manager

Erik

Bosman

New Business Specialist

Julie

Capuder

Compliance Officer

Ashlie

Dague

New Business Specialist

Michael

De Lessio

New Business Specialist

Rob

De Lessio

Financial Advisor

Zack

Doyle

Digital Experiences Manager

Zaldy

Doyungan

Digital Media Manager

Dakota

Fleck

Staff Accountant

Laura

Fleenor

Events Director

Brad

Gaines

Financial Advisor

Kimberley

Gant

Senior Executive Administrator

Veronica

Gillotte

Financial Advisor

Sami

Harris

Administrative Assistant

Aaron

Hooper

Digital Media Strategist

Jon

Jarboe

Financial Advisor

Walter

Law

Financial Advisor

Samantha

Lewis

Marketing Coordinator

Jennifer

Linzey

Medicare Specialist

Ann Marie

Moorman

Marketing Coordinator

Danny

Moran

Client Service Specialist

Georgia

O'Connell

Marketing Coordinator

Mackenzie

Perry

Senior Relationship Manager

Jake

Provart

Financial Advisor

Steph

Reece

Executive Assistant

Mike

Reeves

Financial Advisor

Kyle

Reichenbach

Business Development Specialist

Thomas

Reilly

Financial Advisor

Jillian

Russell

Marketing Coordinator

Josh

Smith

Financial Advisor

Anisha

Thakrar

New Business Specialist

Nic

Tolerton

Financial Advisor

Erin

Vaughn

Director of Property and Casualty

Cameron Wisley

Cameron

Wisley

Financial Advisor

Zach

Wright

Media Director

Tony, Director of Security, Strategic Wealth Designers

Tony

Dicken

Director of Security