Our Team | Strategic Wealth Designers

Our Team

	Matt Dicken Founder Matt Dicken is the Founder of Strategic Wealth Designers, a financial services firm working to help both retirees and pre-retirees secure their financial futures. He is a national coach and mentor for financial advisors and CPAs. His “safer money” approach to investing, coupled with his track record of success, has made him a prominent authority on television, radio and many publications. Since 1997, Matt has helped over 1,300 individuals in Kentucky and Indiana with their retirement planning, goals and dreams. “Strategic Wealth with Matt Dicken” is a 30 minute television news magazine covering all things financial. Since March of 2012, Matt has been bringing Kentuckiana the essential financial strategies for the new economy that every retiree and pre-retiree needs to know. With segments like Man On The Street, X’s and O’s with Coach Matt and The Money Minute, Matt gives you the important information you need to make prudent decisions with your hard earned money. The show airs every Sunday morning at 10 a.m. on WHAS 11. To watch any of our past shows simply go the media page and click on the TV show icon. “The Matt Dicken Show” is your home for Kentuckiana’s best financial talk radio. Matt educates and entertains thousands of listeners every week with useful financial strategies, guidance and an array of special guests from the financial industry. Our website gives our listeners an opportunity to submit questions so we can answer them on the show. “The Matt Dicken Show”airs every Saturday morning from 11:05 a.m. to Noon on NewsTalk1570 WNDA-AM. Matt’s Retirement Seminars: In addition to being a television and radio talk show host, Matt is an active member of the financial/retirement speaking circuit. Every year, to continue his mission of educating the public, Matt will host 50 to 60 retirement seminars. Since 2007, over 10,000 people have attended his seminars. These workshops offer insight on how to preserve and protect your assets, increase your retirement income and potentially reduce your taxes. To attend one of Matt’s seminars, simply call the office at 502-653-6080 or click on our event calendar above. Matt’s Bibliography: Matt’s first book, Retirement Planning in a New Direction, A Return to Common Sense, has received national acclaim from the financial industry as well as from retirees and pre-retirees. His second book, The Ultimate Success Guide, will hit bookshelves in June 2013. This project will be co-authored with national bestseller and motivational guru, Brian Tracy.

	Colleen Dicken Director of Operations & Administration Colleen@askmattdicken.com (502) 412-3354 ext. 301 Colleen is the Director of Operations & Administration for Strategic Wealth Designers. She is responsible for making sure the office runs smoothly. Working closely with SWD’s Human Resource Director, Colleen ensures proper procedures and systems are in place for the SWD team members. She oversees all new hires and makes sure they have a smooth transition into the company. If you are interested in learning more about employment opportunities with SWD, please submit your resume to Colleen at the e-mail address listed above.

	Mark Gaffney Director of Marketing Mark@askmattdicken.com (502) 412-3354 ext. 306 Mark is the Director of Marketing for Strategic Wealth Designers. He is responsible for all marketing and advertising for SWD. This list includes “The Matt Dicken Show” on NewsTalk 1570 AM and “Strategic Wealth with Matt Dicken” on WHAS 11. Mark works diligently on bringing 50 seminar events per year to Kentuckiana. If you have received a seminar invitation in the mail, viewed our website, or have seen a TV commercial for Matt Dicken, you have already experienced some of the creative work Mark does at SWD.

	Kenneth H. Dicken Business Director Ken-Dicken@dicken.com (502) 412-3354 ext. 303 Ken is the Business Director for Strategic Wealth Designers. He has over 40 years of professional services experience as a successful entrepreneur and business developer. He is trained, licensed and experienced in life and health in multiple states in the Midwest. Relating well to the individual and group markets, Ken provides specialized services to our individual clients and group benefits to our business owners. He has helped multiple clients in their decision about how to pay for their long-term care needs. Ken holds multiple degrees and certificates from the University of Louisville.

	Michelle Florence Executive & Personal Assistant to Founder Michelle@askmattdicken.com (502) 412-3354 ext. 308 Michelle is the Executive & Personal Assistant to Matt Dicken. She is responsible for assisting him in all administrative and personal endeavors. She coordinates travel arrangements, schedules and maintains the executive calendar, routes incoming calls to the appropriate party, creates or assists with preparation of correspondence to clients and assists with all daily operations of SWD to provide support as needed.

	Ian Carr New Business Account Manager Ian@askmattdicken.com (502) 412-3354 ext. 305 Ian is the New Business Account Manager for Strategic Wealth Designers. He is responsible for working with our new clients on the set up of new accounts and the transition of existing accounts. Ian makes sure the new account process is completed in a smooth, efficient and secure manner. He is here to answer any questions you may have about your new account application, the process of opening your new account or the transfer of funds from an existing account to your new one. If you have any questions about your new account, please feel free to contact Ian at the e-mail address listed above.

	Jim Morguelan Associate Jim@AskMattDicken.com (502) 412-3354 Jim Morguelan is an Associate for Strategic Wealth Designers. Jim is also licensed in life and health insurance, with over 12 years of experience specializing in the field of Long-Term Care Insurance. He entered the long-term care market as a fresh voice after his father’s eight year bout with Alzheimer’s disease ended with placement in a nursing home. Jim was invited to Washington DC in 2003 to provide his testimony on the importance of Long-Term Care insurance, and has provided continuing education to the KY Society of CPA’s, attorneys, and financial professionals. He also has been a guest speaker at seminars for the city of Louisville and the public library, and has served in an advisory position to the Alzheimer’s foundation.

	Kate Phillips Marketing Coordinator Kate@askmattdicken.com (502) 412-3354 ext. 209 Kate is the Marketing Coordinator for Strategic Wealth Designers. She is responsible for current promotions and assisting with advertising. Kate helps execute our financial seminars, as well as plan special events for our clients. She is the internal administrator of the company’s CRM, Salesforce. If you would like to attend one of Matt’s nationally recognized seminars, please feel free to contact Kate at the e-mail address listed above.

	Becca White Media Coordinator Becca@askmattdicken.com (502) 412-3354 ext. 310 Becca is the Media Coordinator for Strategic Wealth Designers. As the Media Coordinator, Becca helps to maintain our social media sites for Facebook, Twitter and YouTube. She also helps to produce Matt’s TV Show, Strategic Wealth with Matt Dicken and Radio Show, The Matt Dicken Show, airing weekly. She is the contact person for Matt’s media appearances on Great Day LIVE! on WHAS 11 (ABC) and other media appearances. Please feel free to contact Becca at the email address above.

	Leo Buser Client Services Coordinator Leo@askmattdicken.com (502) 412-3354 ext. 307 Leo Buser is the Client Services Coordinator for Strategic Wealth Designers. As Client Services Coordinator, Leo is here to help our clients with any questions or needs they may have once they have received their contracts and their accounts are open. He is responsible for keeping all the transfer history sheets up to date and keeping the clients informed of their annual review information. Leo is also responsible in assisting Matt with several different specialized reports for clients’ accounts as needed. After your new account process is completed, please feel free to contact Leo for assistance with your accounts or if you have any questions associated with account details.

	Marcy Barnes Director of First Impressions Marcy@askmattdicken.com (502) 412-3354 ext. 300 Marcy is the Director of First Impressions for Strategic Wealth Designers. She is your first impression to our office making you feel warm and welcome as the first person you see when you visit or the first voice you hear when you call. Marcy supports the SWD team in many aspects of daily tasks. She will make sure your subsequent visits to SWD will be as memorable as your first.

	Paula Agee Human Resources Services Manager Paula@IntegrityHR.com (502) 412-3354 Paula Agee is Human Resources Services Manager for Strategic Wealth Designers. As HR Service Manager, Paula provides clients with a variety of HR Services. Her duties include payroll & benefits administration, personnel policy development, handbook composition, and position description composition, management and staff training facilitation, employee relations and conflict resolution, new hire orientation and other HR administrative duties. Paula is a member of the Society for Human Resources Management (SHRM). She is also a certified Senior Professional in Human Resources (SPHR) by the Human Resources Certification Institute.