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
Jordan Schwartz
President | Partner
MEET YOUR DEDICATED GUIDES Our Advising Team
Erik Bosman
Lead Financial Advisor
Spencer Bryzeal
Lead Financial Advisor
Ashlie Dague
Financial Advisor
Brad Gaines
Head of Marketing and Client Expansion | Senior Financial Advisor
John Gehri, CFP®, ChFC, AIF
Financial Advisor
Aaron Kinsey
Financial Advisor
Austen Leninger
Financial Advisor
Rob De Lessio
Director of Lead Advisors
Jason Moore, AIF®
Senior Financial Advisor
Phillis Pilvinis
Senior Financial Advisor
Scott Pilvinis, CFP®
Financial Advisor
Dominic Portaro
Financial Advisor
Jake Provart
Lead Financial Advisor
Michael Reeves
Senior Lead Advisor | Portfolio Manager
Thomas Reilly
Senior Financial Advisor
John Robinson
Financial Advisor
Hairo Rodriguez Pena
Lead Financial Advisor
Grant Sandberg
Financial Advisor
Andy Seter
Financial Advisor
Josh Smith
Senior Financial Advisor
Quinn Teague
Financial Advisor
Nick Tieri, CRPC®, AMWA®
Lead Financial Advisor
Thomas Treshock, CFP®
Financial Advisor
Tyler Walbridge, CFP®
Financial Advisor
Matthew Weston
Lead Financial Advisor
Client Services
Rebekah Anderson
Wealth Relationship Associate
Alicia Axtell
Administrative Coordinator
Rosemary Ballance
Investment Operations Associate
Nancy Barnes
Senior Administrative Coordinator
Adam Blair
Investment Operations Account Maintenance Specialist
Christopher Clark
Property & Casualty Sales Agent
Bea Cowan
Administrative Coordinator
Michael DeLessio
Investment Operations Associate
Ethan Dicken
Wealth Relationship Associate
Connor Falkner
Investment Operations Specialist
Karin Eppert
Administrative Coordinator
Peter Gayle
Head of Client Services
Lizabeth Grajeda
Administrative Coordinator
Paige Harman
Investment Operations Associate
Heather Hawkins
Investment Operations Associate
Margaret Johnstone
Investment Operations Associate
Clay Lancaster
Wealth Relations Associate
Jess Le
Administrative Coordinator
Jennifer Linzey
Licensed Medicare Specialist
Madeleine Muldoon, CFP®
Wealth Relationship Associate
Michael Newman
Senior Investment Operations Associate
Melissa O’Brien
Wealth Relationship Associate
Nicole Piotti
Medicare Client Relationship Specialist
Monique Pugh
Administrative Coordinator
Jamie Ricceri
Director of Administration
Jillian Russell
Assistant to the Director of Special Projects
Julia Self
Senior Administrative Coordinator
Peyton Taylor
Administrative Coordinator
Kaleo Vincent
Wealth Relationship Associate
Hayden Wampach
Investment Operations Associate
Marketing
Grace Allen
Senior Event Specialist
Luisa Costanza
Onsite Event Coordinator
Courtney Deason
Senior Event Specialist
Zaldy Doyungan
Creative Media
Alyssa Estrada
Onsite Event Coordinator
Natalie Gurwitz
Senior Event Specialist
Delaney Hiner
Digital Marketing Coordinator
Bethany Isaacs
Onsite Event Coordinator
Kara Lindsey
Senior Events Specialist
Stephanie Mertz
Onsite Event Coordinator
Devan Miller
Onsite Event Coordinator
Krystal Mistretta
Director of Events
Sarah Novak
Digital Marketing Administrator
Mia Pierce
Onsite Event Coordinator
Shavanna Pinder
Graphic Designer
Anissa Tangeman
Administrative Coordinator
Devin Smith
Director of MarTech
Tanner Smith
Onsite Event Coordinator
Operations
Nadia Cabaluna
Staff Accountant
Cindy Cameron
Controller
Ella Gilbert
Executive Coordinator
Hannah Gowen
Senior HR Specialist
Shawn Harper
Compliance Analyst
Stephen Palko
Head of Program Office
Laurin Scaffidi
Head of People and Advisor Operations
