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,
Financial Advisor

Jordan
Schwartz

Partner,
Financial Advisor

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

Financial
Advisor

Julie
Capuder

Compliance
Officer

Jessy
Chulick

Administrative
Assistant

Aaron
Cummins

Digital Media
Strategist

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

Client Service
Specialist

Kimberley
Gant

Senior Executive
Administrator

Veronica
Gillotte

Financial
Advisor

Sami
Harris

Administrative
Assistant

Ali
Hatch

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

Charity
Director

Jake
Provart

Financial
Advisor

Steph
Reece

Executive
Assistant

Mike
Reeves

Financial
Advisor

Kyle
Reichenbach

Business Dev.
Specialist

Thomas
Reilly

Financial
Advisor

Jillian
Russell

Senior Relationship
Manager

Josh
Smith

Financial
Advisor

Anisha
Thakrar

New Business
Specialist

Nic
Tolerton

Financial
Advisor

Erin
Vaughn

Dir. of Property &
Casualty

Tyler
Walbridge

Financial
Advisor

Dillon
Widdows

Financial
Advisor

Cameron Wisley

Cameron
Wisley

Financial
Advisor

Zach
Wright

Media
Director

Tony, Director of Security, Strategic Wealth Designers

Tony

Dicken

Director
of Security