Meet Our Financial
Professionals

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


Leadership Team

Matt Dicken, Founder & CEO, Strategic Wealth Designers

Matt

Dicken

Founder

Dustin Stanley, Partner at Strategic Wealth Designers

Dustin

Stanley

Partner

Jordan Schwartz, Portfolio Manager, Strategic Wealth Designers

Jordan

Schwartz

Partner

Dylan Schoonover, Chief Marketing Officer, Strategic Wealth Designers

Dylan

Schoonover

Chief Marketing Officer

Strategic Wealth Design | Jason Vander Pol headshot

Jason

Vander Pol

Chief Compliance Officer

Team SWD

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Nancy

Barnes

Administrative Assistant

Annalisa Beninate headshot

Annalisa

Beninate

New Business Manager

Rob De Lessio, Financial Professional, Strategic Wealth Designers

Rob

De Lessio

Financial Advisor

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Zack

Doyle

Digital Experiences Manager

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Zaldy

Doyungan

Digital Media Specialist

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Dakota

Fleck

Staff Accountant

Laura Fleenor, Event Marketing Manager, Strategic Wealth Designers

Laura

Fleenor

Events Director

Walter Law | Financial Advisor headshot

Walter

Law

Associate Financial Advisor

Strategic Wealth Design Team Member | Danny Moran headshot

Danny

Moran

Client Service Specialist

Mackenzie Perry, Relationship Manager, Strategic Wealth Designers

Mackenzie

Perry

Senior Relationship Manager

Mike Reeves | Financial Advisor | Strategic Wealth Designers

Mike

Reeves

Financial Advisor

Thomas Reilly, Client Service Advisor, Strategic Wealth Designers

Thomas

Reilly

Financial Advisor

Jillian Russell, Marketing Coordinator

Jillian

Russell

Marketing Coordinator

Strategic Wealth Team Member | Adele Sanders headshot

Adele

Sanders

Associate Financial Advisor

Jean Schwartz, Relationship Specialist, Strategic Wealth Designers

Jean

Schwartz

Associate Financial Advisor

Josh Smith, Financial Professional, Strategic Wealth Designers

Josh

Smith

Financial Advisor

Debra Woods Accounting Manager

Debra

Woods

Accounting Manager

Zach Wright, Digital Marketing Manager, Strategic Wealth Designers

Zach

Wright

Digital Marketing Manager

Tony, Director of Security, Strategic Wealth Designers

Anthony

Dicken

Director of Security