Strategic Wealth Designers
9710 Park Plaza Avenue
Suite 210
Louisville, KY 40241
502-412-3354
9710 Park Plaza Avenue
Suite 210
Louisville, KY 40241
502-412-3354
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Matthew J. Dicken Founder / Managing Director Matt Dicken is the Founder/Managing Director of Strategic Wealth Designers, a full service financial services firm working to help both retirees and pre-retirees secure their financial futures. Matt began his career in the financial services industry in 1997. Matt’s workshops, which are attended by 1000's of consumers each year, offer insight on how to protect and preserve your assets, increase your retirement income, and potentially reduce your taxes. In today's environment it is hard to know who to trust especially for financial advice. Matt is an ethical advisor that believes in doing what is right versus doing what is popular. That is why Matt is proud to be a member of the National Ethics Bureau. Matt has passed an extensive nationwide background check designed specifically for financial professionals. Matt has appeared several times on WHAS11 News as a financial expert to discuss retirement planning. He has been featured in interviews conducted by the newspaper Business First, and he has recorded educational podcasts for Sophisticated Living magazine. His "Success By Design" training class has been attended by financial advisors from as far away as California. Attendees to his class are given the training and knowledge on how to build a practice such as his. In 2004 Business First named Matt one of their 40 Under 40 Award recipients which is given to young professionals for their business success and civic contributions. Over the years Matt has authored several financial articles and has helped over 1,000 clients with various financial issues. In his personal time Matt likes to be an involved member of his community. In addition to volunteering his time at the Animal Care Society and Northeast Christian Church, Matt is a graduate of Leadership Louisville’s Focus Louisville program. Matt is married to his wife Colleen and they have two dogs Mercedes and Mike.
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Kelsey Hughes New Business Coordinator As a new client, Kelsey will aid you through your entire transfer process. She will keep in contact with the companies that will house your new accounts and keep you up to date during the whole process. If you have any questions concerning your new account, please call our office and ask for her, or you can email your question directly to her at the address below. Kelsey's degree was earned at the University of Louisville. Prior to joining SWD, Kelsey managed a upscale restaurant. In her spare time she enjoys exercising and is a black belt in karate.
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A. Colleen Dicken Relationship Coordinator/COO
As Relationship Coordinator, Colleen is responsible for the company schedule. If you need
to make an appointment with Matt, or have a current appointment that you need to
reschedule, call our o ce and ask for Colleen, or email her at the address above. Colleen
also is responsible for scheduling annual reviews for all clients. She will be contacting you
a year from the time you signed your contract to schedule a review of your account
performance with Matt.
As Relationship Coordinator, Colleen is responsible for the company schedule. If you needto make an appointment with Matt, or have a current appointment that you need toreschedule, call our o ce and ask for Colleen, or email her at the address above. Colleenalso is responsible for scheduling annual reviews for all clients. She will be contacting youa year from the time you signed your contract to schedule a review of your accountperformance with Matt.
colleend@theretirementzone.com
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Mark Gaffney Marketing Director Mark is responsible for current promotions, advertising and seminars. Throughout the year we have special parties and promotions for our clients. Contact Mark if you have questions about upcoming events. Mark is also responsible for all reservations for our dinner seminars. If you have a friend of family member that would like to come to seminar, contact our office and ask for Mark, or you may email at the address below. When not working Mark enjoys spending time with his family, playing golf and playing the piano.
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Kenneth H. Dicken Business Director
Ken Dicken 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 mid-west. Relating well to the individual and group markets, Mr. Dicken provides specialized services to our individual clients and group benefits to our business owners. Ken has helped multiple clients in their decision about how to pay for their long-term care needs. Mr. Dicken has multiple degrees and certi cates from the University of Louisville.
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Jacqui Kapp Client Services Coordinator Jacqui is our newest team member. She is here to help our clients with any issues or questions they may have once they have received their contracts and their accounts are open. Please feel free to call Jacqui or email your question directly to her at the address above. After your new account process is completed, please contact Jacqui for any assistance with your accounts or if you have any questions concerning account details.
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Michelle Florence Office Assistant
Michelle is the rst person you see when you come to our o ce and the voice you hear when you call our phone number. As the O ce Assistant, Michelle supports the team in many aspects of client services. She directs your calls to the sta member needed, and she can aid you in the event you need to schedule an appointment or register for a seminar.
michellef@theretirementzone.com
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