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
Caleb Barnett
Financial Advisor
Erik Bosman
Lead Financial Advisor
Spencer Bryzeal
Lead Financial Advisor
Ashlie Dague
Financial Advisor
Brad Gaines
Marketing Director | Senior Financial Advisor
John Gehri, CFP®, ChFC, AIF
Financial Advisor
Kevin King
Financial Advisor
Aaron Kinsey
Financial Advisor
Rob De Lessio
Senior Financial Advisor
Jason Moore
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
Brad Venables
Financial Advisor
Tyler Walbridge, CFP®
Financial Advisor
Client Services
Will Akers
Wealth Relationship Associate
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
Nicholas Boone
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
Karin Eppert
Administrative Coordinator
Peter Gayle
Head of Client Services
Lizabeth Grajeda
Administrative Coordinator
Colleen Gribbon
Administrative Coordinator
Paige Harman
Investment Operations Associate
Heather Hawkins
Investment Operations Associate
Margaret Johnstone
Investment Operations Associate
Jess Le
Administrative Coordinator
Jennifer Linzey
Licensed Medicare Specialist
Devan Miller
Administrative Coordinator
Brenlyn Morris
Administrative Coordinator
Madeleine Muldoon
Wealth Relationship Associate
Michael Newman
Investment Operations Associate
Melissa O’Brien
Wealth Relationship Associate
Nicole Piotti
Medicare Client Relationship Specialist
Jamie Ricceri
Director of Administration
Justine Segura
Investment Operations Associate
Julia Self
Senior Administrative Coordinator
Abby Sparks
Administrative Coordinator
Marketing
Mackenzie Abel
Senior Events Specialist
Grace Allen
Onsite Event Coordinator
Ashtyn Barile
Event Administrative Coordinator
Luisa Costanza
Onsite Event Coordinator
Courtney Deason
Senior Event Specialist
Zaldy Doyungan
Creative Media
Natalie Gurwitz
Onsite Event Coordinator
Delaney Hiner
Events Administrative Coordinator
Bethany Isaacs
Onsite Event Coordinator
Gracie James
Onsite Event Coordinator
Kara Lindsey
Senior Events Specialist
Stephanie Mertz
Onsite Event Coordinator
Krystal Mistretta
Director of Events
Sarah Novak
Digital Marketing Administrator
Mia Pierce
Onsite Event Coordinator
Shavanna Pinder
Graphic Designer
Anissa Roshanzaer
Administrative Coordinator
Devin Smith
Digital Marketing Strategist
Tanner Smith
Onsite Event Coordinator
Bryn Ventura
Onsite Event Coordinator
Operations
Nadia Cabaluna
Staff Accountant
Cindy Cameron
Controller
Ella Gilbert
Executive Coordinator
Hannah Gowen
Talent Acquisition Specialist
Shawn Harper
Compliance Analyst
Meghann O’Toole
Assistant Controller
Laurin Scaffidi
Director of Culture & Strategic Initiatives
