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
Brad Gaines
Vice President | Head of Marketing and Client Expansion | Senior Financial Advisor
MEET YOUR DEDICATED GUIDES Our Advising Team
Erik Bosman
Lead Financial Advisor
Spencer Bryzeal
Lead Financial Advisor
Drew Dreier
Financial Advisor
John Gehri, CFP®, ChFC, AIF
Financial Advisor
Caleb Hesseltine
Financial Advisor
Aaron Kinsey
Financial Advisor
Austen Leninger
Financial Advisor
Rob De Lessio
Director of Lead Advisors
Jason Moore, AIF®
Senior Financial Advisor
Jeanine Morris
Financial Advisor
Madeleine Muldoon, CFP®
Financial Advisor
Phillis Pilvinis
Senior Financial Advisor
Scott Pilvinis, CFP®
Financial Advisor
Dominic Portaro, CRPC®
Lead 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
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
Peyton Taylor
Administrative Coordinator
Kaleo Vincent
Wealth Relationship Associate
Hayden Wampach
Investment Operations Associate
Marketing
Grace Allen
Senior Event Specialist
Sidney Burden
Onsite Event Coordinator
Peter Cole
Marketing 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
Cate Miller
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
Devin Smith
Director of MarTech
Kyra Swafford
Onsite Event Coordinator
Operations
Nadia Cabaluna
Staff Accountant
Ella Gilbert
Executive Coordinator
Hannah Gowen
Senior HR Specialist
Shawn Harper
Compliance Analyst
Jeremy Lineberger
Controller
Laurin Scaffidi
Head of People and Advisor Operations
