(502) 412-3354 ext. 319
Carrie manages all of SWD’s strategic marketing campaigns and is responsible for developing recognition and brand awareness around the company and its services. Her team manages the preparation and planning for all financial seminars and client events, digital and social media marketing, graphic design, tv show production and editing, advertising, and appointment management. Carrie has over 15 years of marketing experience with both public and private B2B and B2C organizations, most recently in the financial services industry. She received her bachelor’s in Marketing/Communications from the University of North Florida.
(502) 412-3354 ext. 305
Dawn manages the Client Services department. She assists existing clients with all of their account service needs and is the point of contact regarding accounts you have with the firm. She prepares all Strategic Wealth Reports and other sales reports for potential new clients. Dawn also helps support compliance operations within the firm, a critical function for our Independent Registered Investment Advisors. Dawn earned her Bachelors from the University of Louisville in 2008. In December of 2013, Dawn earned her Master’s through Georgetown College.
(502) 412-3354 ext. 318
Rob proudly joins SWD as a Financial Professional assisting both the advisors and the client service and new business teams. He has over twenty years of client service experience and enjoys building long-term relationships with both clients and fellow team members. He understands the importance of listening to and understanding clients needs to help devise a personal strategy that best meets their goals. He is married to his high school sweetheart, Casie and has four beautiful children. He is also an avid sports fan and has an extreme affection for the culinary arts.
(502) 412-3354 ext. 311
Zach is the Digital Marketing Specialist for Strategic Wealth Designers. He is involved with the creation and development all of the firm’s visual marketing products and campaigns, including graphic design and website management. He also assists with the editing and production of Matt’s weekly TV show, Strategic Wealth with Matt Dicken. Zach updates all social media sites and the firm’s website, www.SWDgroup.com, and provides support to the Marketing Department’s daily operations. Zach graduated from the University of Northern Iowa in 2014 with his bachelor’s degree in Electronic Media.
(502) 412-3354 ext. 316
Jarrett is involved in various activities within multiple departments of Strategic Wealth Designers as a Client Service Specialist. He creates annual reports for existing clients coming in for annual reviews, and compiles Strategic Wealth Reports and risk analyses to assist the advisors when giving new clients perspective on their financial situations. Jarrett also assists with client requests pertaining to their accounts such as status updates, withdrawals, and further retirement analysis reporting. He graduated with a bachelor’s degree in Marketing and Entrepreneurship from Indiana University.
(502) 412-3354 ext. 321
Mackenzie is a Client Service Specialist at Strategic Wealth Designers. She works closely with prospects as they set-up new accounts and serves as a main point of contact throughout the client onboarding process. She also works with existing clients by delivering exceptional customer service and helping them with their account needs. Mackenzie earned her bachelor’s degree in 2015 at the University of Kentucky with a major in Integrated Strategic Communication and a focus in Account Management.
(502) 412-3354 ext. 304
Sharon is a Client Service Specialist at Strategic Wealth Designers. She serves as the liaison for the advisor, by assisting clients during the new account process. She offers extraordinary customer service and is pleased to help new and existing clients with all of their questions or needs. Sharon has over 20 years of client service experience in the financial services industry. She is originally from Louisville and studied Communications at the University of Louisville.
(502) 412-3354 ext. 332
Claudine is the newest member of our SWD team in Indianapolis. She serves as a Client Service Specialist, assisting new and existing clients with their account needs. She is passionate about helping others and takes the time to place the client's needs first. Claudine has an extensive financial background, predominately in banking. She enjoys cooking, hiking, reading, photography and spending quality time with her family.
(502) 412-3354 ext. 317
Maddy is our Relationships Manager. She serves as “Traffic Control” for appointment bookings by proactively keeping the calendar full and controlling the flow of data. She also ensures best practices for scheduling management that is in line with Advisor preference and company policies. Beyond relationship management she also assists the Marketing department with our client events. Maddy earned her bachelor’s degree from the University of Louisville in May, where she majored in Marketing and minored in International Business.
(502) 412-3354 ext. 309
Laura is part of the Marketing team but assists in many areas at SWD. She is involved with the planning and preparation of our financial seminars and clients events, as well as overseeing our clients newsletter and company social media pages. She also assists with appointment management and marketing administrative tasks. She is a recent graduate of University of Louisville, where she majored in Marketing. She most recently interned at Atria Senior Living as a Marketing Intern.
(502) 412-3354 ext. 331
Katie is part of the SWD team in Indianapolis. She is primarily involved in Marketing but contributes to many areas at SWD. She is involved in the preparation and follow up of our financial dinner seminars and other client events. She assists in appointment management, social media, email marketing, and direct mail. She also assists with the growth of our Indianapolis office and is the first point of contact for our Indianapolis clients and potential clients. Katie graduated from Butler University in 2015 with a bachelor’s degree in Communications and Media Studies.
(502) 412-3354 ext. 300
As the Director of First Impressions for Strategic Wealth Designers, Nancy is the first point of contact for our clients and potential clients. She enjoys making you feel warm and welcome when you visit or call the office. Nancy also supports the SWD team in many other areas including marketing and client services. She will ensure your subsequent visits to SWD will be as memorable as your first.
(502) 412-3354 ext. 308
Nancy is SWD’s Accounting Manager and is responsible for managing all accounts payable/receivable and payroll functions. She has over 25 years of business finance experience. She is also a certified QuickBooks ProAdvisor and member of the American Institute of Professional Bookkeepers. Nancy believes the most valuable assets she brings to her position is strong ethical practices and organized work habits – along with a healthy pursuit of her own professional goals.
Thomas is currently enrolled at Bellarmine University as a Finance Major. He also works at SWD as a part-time Jr. Financial Associate. He was most recently a finance intern at SWD. He is passionate about educating others about the importance of financial/retirement planning. Outside of work Thomas enjoys helping others and paying it forward. He also enjoys long evening walks with his dog Buford.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at 502-412-3354 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.