Meet Our Financial
Professionals

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


Matthew
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

Mackenzie
Been

Charity
Director

Annalisa
Beninate

New Business
Manager

Erik
Bosman

Financial
Advisor

Jasmine
Bruno

Administrative
Assistant

Logan
Chinn

Marketing
Coordinator

Jessy
Chulick

Administrative
Assistant

Freddy
Couch

New Business
Specialist

Bea
Cowan

Marketing
Coordinator

Aaron
Cummins

Digital Media
Strategist

Ashlie
Dague

Client Service
Specialist

Rob
De Lessio

Financial
Advisor

Michael
De Lessio

New Business
Specialist

Zack
Doyle

Digital Experiences
Manager

Zaldy
Doyungan

Digital Media
Manager

Dakota
Fleck

Accounting
Manager

Laura
Fleenor

Events
Director

Brad
Gaines

Financial
Advisor

Kimberley
Gant

Senior Executive
Administrator

Veronica
Gillotte

Financial
Advisor

Ali
Hatch

Administrative
Assistant

Aaron
Hooper

Digital Media
Strategist

Jon
Jarboe

Financial
Advisor

Walter
Law

Financial
Advisor

Jennifer
Linzey

Medicare
Specialist

Tom
Lowry

Financial
Advisor

Rosemary
Lowry Ballance

Client Service
Specialist

Sophia
Luquetta

Marketing
Coordinator

James
McLaughlin

New Business
Specialist

Jason
Moore

Financial
Advisor

Ann Marie
Moorman

Marketing
Coordinator

Danny
Moran

Client Service
Manager

Ingrid
Noe

Executive
Assistant

Melissa
O'Brien

Client Service
Specialist

Georgia
O'Connell

Marketing
Coordinator

Phillis
Pilvinis

Financial
Advisor

Scott
Pilvinis

Financial
Advisor

Michael
Plawecki

Trading
Specialist

Louis
Porter

Financial
Advisor

Jake
Provart

Financial
Advisor

Mike
Reeves

Financial
Advisor

Kyle
Reichenbach

Business Dev.
Specialist

Thomas
Reilly

Financial
Advisor

Doug
Robinson

Compliance
Officer

Ellen
Rohr

Marketing
Coordinator

Chase
Rosché

Client Service
Specialist

Jillian
Russell

Scheduling
Analyst

Laurin
Scaffidi

Staff
Recruiter

Josh
Smith

Financial
Advisor

Jon
Sycamore

Financial
Advisor

Jada
Teague

Marketing
Coordinator

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