Meet the professionals who can help you Pursue Your Goals

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


Meet The Team

The team behind Strategic Wealth Designers is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Matt Dicken, Founder & CEO, Strategic Wealth Designers

Matt Dicken

Founder, CEO
Dustin Stanley, Partner at Strategic Wealth Designers

Dustin Stanley

Jordan Schwartz, Portfolio Manager, Strategic Wealth Designers

Jordan Schwartz

Dylan Schoonover, Chief Marketing Officer, Strategic Wealth Designers

Dylan Schoonover

Chief Marketing Officer

Jason Vander Pol

Chief Compliance Officer

Annalisa Beninate

New Business Coordinator
Rob De Lessio, Financial Professional, Strategic Wealth Designers

Rob De Lessio

Financial Advisor

Todd O'Daniel

Financial Advisor
Josh Smith, Financial Professional, Strategic Wealth Designers

Josh Smith

Financial Advisor
Mike Reeves | Financial Advisor | Strategic Wealth Designers

Mike Reeves

Financial Advisor

Walter Law

Associate Financial Advisor
Thomas Reilly, Client Service Advisor, Strategic Wealth Designers

Thomas Reilly

Associate Financial Advisor
Jean Schwartz, Relationship Specialist, Strategic Wealth Designers

Jean Schwartz

Associate Financial Advisor

Adele Guarino-Sanders

Associate Financial Advisor

Allison Gruesbeck

Associate Financial Advisor
Zach Wright, Digital Marketing Manager, Strategic Wealth Designers

Zach Wright

Digital Marketing Manager
Laura Fleenor, Event Marketing Manager, Strategic Wealth Designers

Laura Fleenor

Events Director
Mackenzie Perry, Relationship Manager, Strategic Wealth Designers

Mackenzie Perry

Senior Relationship Manager

Jillian Russell

Marketing Coordinator

Lexi Maupin

Marketing Coordinator

Georgia O'Connell

Marketing Coordinator

Jaymie Oviedo

Marketing Coordinator
Nancy Barnes, Director of First Impressions, Strategic Wealth Designers

Nancy Barnes

Administrative Assistant

Ali Hancock

Administrative Assistant

Debra Woods

Accounting Manager

Anthony "Tony" Dicken

Director of Security

Ready to Take The Next Step?

For more information about any of our financial services listed here, schedule a meeting today or join us for an event.

Or give us a call at 87-SWDgroup (877-934-7687)

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