Our Team | Strategic Wealth Designers

Our Team

	Matt Dicken Founder / CEO Matt@askmattdicken.com Matt Dicken is the Founder/CEO of Strategic Wealth Designers, a full service 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 (see below). Since 1997, Matt has helped over 1,200 individuals in Kentucky and Indiana with their retirement planning, goals and dreams. “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 radio website, www.TheMattDickenShow.com, gives our listeners an opportunity to submit questions so we can answer them live on the show. “The Matt Dicken Show” airs every Saturday morning from 11:05am to Noon on WKJK TALK RADIO 1080 AM or you can catch us streaming live on the internet on www.talkradio1080.com. Matt’s Retirement Seminars: In addition to being a radio talk show host and author, 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 502-412-3354 or register online at www.AskMattDicken.com. Other Notable Media Appearances: Matt has appeared several times on WHAS11 News as a financial expert to discuss retirement planning. Matt is also a regular on WHAS11 “Great Day Live”. He has been featured in interviews conducted by the newspaper Business First and he has recorded educational podcasts for Sophisticated Living magazine. Over the years, Matt has authored several financial articles for both the public and the fi- nancial services industry. His new book, Safe Money is Smart Money, has been scheduled for release on June 1, 2012. In his personal time, Matt likes to be an involved member of his community. In addition to being a member of the Animal Care Society and Northeast Christian Church, Matt is the owner and lead driver of Dicken Performance, an auto racing team. Matt and his wife Colleen were born and raised in Louisville, KY and they reside in Goshen, KY.

	Colleen Dicken VP of Operations & Administration Colleen@askmattdicken.com Colleen is the VP 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, Marsha Abel, 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 VP of Marketing Mark@askmattdicken.com Mark is the VP of Marketing for Strategic Wealth Designers. He is responsible for all marketing and advertising for SWD. This list includes “The Matt Dicken Show” on WKJK 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 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/CEO Michelle@askmattdicken.com 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.

	Jacqui Kapp Client Services Coordinator Jacqui@askmattdicken.com Jacqui is the Client Services Coordinator for Strategic Wealth Designers. She is here to help our clients with any questions or needs they may have once they have received their contracts and have opened their accounts. She is responsible for keeping all the transfer history sheets up to date and keeping the clients informed of their annual review information. She is also responsible for assisting Matt with several different specialized reports for client accounts as needed. After your new account process is completed, please feel free to contact Jacqui for assistance with your accounts or if you have any questions associated with account details at the e-mail address listed above.

	Ian Carr New Business Account Manager Ian@askmattdicken.com 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.

	Kate Phillips Marketing Coordinator Kate@askmattdicken.com Kate is the Marketing Coordinator for Strategic Wealth Designers. She is responsible for current promotions, assisting with advertising, our financial seminars, planning and executing special events or promotions for our clients, and maintaining our social media sites for Facebook, Twitter and YouTube. She is the contact person for Matt’s media appearances on Great Day Live! on WHAS 11 and many other media appearances. 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 Director of First Impressions Becca@askmattdicken.com Becca is the Director of First Impressions for Strategic Wealth Designers. She is your first impression of our office making you feel warm and welcome as the first person you see when you visit and the first voice you hear when you call. As the Director of First Impressions, Becca 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.