Strategic Wealth Designers
Description
Address: 500 N Hurstbourne Pkwy #120, Louisville, KY 40222 Hours: Closed ⋅ Opens 8AM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (502) 412-3354 Appointments: swdgroup.com: : Website: Place name: : Category: : : : Website: https://swdgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Strategic Wealth Designers Employees
Employee
Years
Job
Industry
Chuck Lawson Chuck Lawson's Strategic Wealth Designers Experience March 2014 - December 2014
Job Resourceful problem solver eager to make my impact!
Industry Sports
Experience
Neil Huffman Nissan March 2015 - Present
Colonial Life December 2014 - April 2015
Strategic Wealth Designers March 2014 - December 2014
Fifth Third Bank September 2013 - March 2014
Stokes Marine, Inc February 2013 - May 2013
Right Choice Realty July 2012 - January 2013
Best Buy November 2006 - June 2012
Florida Gulf Coast University September 2006 - November 2007
Applebee's February 2006 - July 2006
Briggs & Stratton April 2004 - January 2006
Skills
Sales, Marketing, Customer Service, Microsoft Excel, Social Media, Social Networking, Social Media Marketing, Merchandising, Store Management, Customer Satisfaction, Advertising, Retail Sales, Facebook, Microsoft Office, Visual Merchandising, Event Planning, Negotiation, Online Marketing, Marketing Strategy, Time Management, Microsoft Word, Public Relations, PowerPoint, Public Speaking, Inventory Management, Event Management
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science (B.S.), Business Management / Sport Management
Murray State University 2003 — 2005
Graves County High School 1997 — 2001
Neil Huffman Nissan March 2015 - Present
Colonial Life December 2014 - April 2015
Strategic Wealth Designers March 2014 - December 2014
Fifth Third Bank September 2013 - March 2014
Stokes Marine, Inc February 2013 - May 2013
Right Choice Realty July 2012 - January 2013
Best Buy November 2006 - June 2012
Florida Gulf Coast University September 2006 - November 2007
Applebee's February 2006 - July 2006
Briggs & Stratton April 2004 - January 2006
Skills
Sales, Marketing, Customer Service, Microsoft Excel, Social Media, Social Networking, Social Media Marketing, Merchandising, Store Management, Customer Satisfaction, Advertising, Retail Sales, Facebook, Microsoft Office, Visual Merchandising, Event Planning, Negotiation, Online Marketing, Marketing Strategy, Time Management, Microsoft Word, Public Relations, PowerPoint, Public Speaking, Inventory Management, Event Management
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science (B.S.), Business Management / Sport Management
Murray State University 2003 — 2005
Graves County High School 1997 — 2001
Ken Dicken's Strategic Wealth Designers Experience 2003 - Present
Job Encore serial entrepreneur, executive leader, business developer, early stage investor and military veteran
Industry Management Consulting
Experience
DICKEN Enterprises, Inc. 1998 - Present
Saunders-Dicken Productions LLC December 2011 - Present
Strategic Wealth Designers 2003 - Present
Kentucky Angel Network October 2014 - Present
Commercial Connect, LLC March 2010 - Present
Dicken Properties January 2005 - Present
Dicken Entertainment January 2004 - Present
Real Estate Venture Exchange June 2013 - May 2015
Venture Connectors pka Venture Club of Louisville January 2003 - December 2013
Dicken & Associates October 2004 - August 2010
Skills
Organizational..., Investments, Strategic Planning, Mergers, Entrepreneurship, Start-ups, Business Planning, Financial Modeling, Leadership, Business Development, Strategy, Marketing Strategy, Mergers & Acquisitions, CRM, Management, Training, Marketing, Strategic Partnerships, Venture Capital, Team Building, Fundraising, Selling, Sales, Project Management, Project Planning, Enterprise Software, Executive Management, Management Consulting, Business Strategy, Small Business, Networking, Private Equity, New Business Development
Education
University of Louisville 1975 — 1985
BSBA, Management
University of Louisville 1964 — 1973
AA, Natural Sciences
University of Louisville 1964 — 1972
Certificate, Information Systems
US Air Force & KY Air National Guard 1965 — 1971
TSGT - NCOIC, Communications Specialist
St. Xavier High School 1959 — 1963
DICKEN Enterprises, Inc. 1998 - Present
Saunders-Dicken Productions LLC December 2011 - Present
Strategic Wealth Designers 2003 - Present
Kentucky Angel Network October 2014 - Present
Commercial Connect, LLC March 2010 - Present
Dicken Properties January 2005 - Present
Dicken Entertainment January 2004 - Present
Real Estate Venture Exchange June 2013 - May 2015
Venture Connectors pka Venture Club of Louisville January 2003 - December 2013
Dicken & Associates October 2004 - August 2010
Skills
Organizational..., Investments, Strategic Planning, Mergers, Entrepreneurship, Start-ups, Business Planning, Financial Modeling, Leadership, Business Development, Strategy, Marketing Strategy, Mergers & Acquisitions, CRM, Management, Training, Marketing, Strategic Partnerships, Venture Capital, Team Building, Fundraising, Selling, Sales, Project Management, Project Planning, Enterprise Software, Executive Management, Management Consulting, Business Strategy, Small Business, Networking, Private Equity, New Business Development
Education
University of Louisville 1975 — 1985
BSBA, Management
University of Louisville 1964 — 1973
AA, Natural Sciences
University of Louisville 1964 — 1972
Certificate, Information Systems
US Air Force & KY Air National Guard 1965 — 1971
TSGT - NCOIC, Communications Specialist
St. Xavier High School 1959 — 1963
Michelle Florence's Strategic Wealth Designers Experience January 2012 - Present
Job Executive & Personal Assistant to Founder at Strategic Wealth Designers
Industry Financial Services
Experience
JBM Management September 2015 - Present
Strategic Wealth Designers January 2012 - Present
Strategic Wealth Designers January 2012 - Present
J&M Interiors&Exteriors, LLC January 2006 - Present
Strategic Wealth Designers October 2010 - January 2012
Skills
Accounting and..., Customer Service, Budgets, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Analysis, Sales, Event Planning, Social Media Marketing, Budgeting, Public Speaking, Social Media, Social Networking, Account Management, Customer Satisfaction, Public Relations, Event Management, Leadership, Strategic Planning
Education
Sullivan University 2000 — 2002
Associate's degree, Accounting
JBM Management September 2015 - Present
Strategic Wealth Designers January 2012 - Present
Strategic Wealth Designers January 2012 - Present
J&M Interiors&Exteriors, LLC January 2006 - Present
Strategic Wealth Designers October 2010 - January 2012
Skills
Accounting and..., Customer Service, Budgets, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Analysis, Sales, Event Planning, Social Media Marketing, Budgeting, Public Speaking, Social Media, Social Networking, Account Management, Customer Satisfaction, Public Relations, Event Management, Leadership, Strategic Planning
Education
Sullivan University 2000 — 2002
Associate's degree, Accounting
Dan Hahn's Strategic Wealth Designers Experience September 2003 - June 2004
Job Main Street Marketing Website Design • SEO • Social Media • Lead Generation • Video
Industry Marketing and Advertising
Experience
Main Street Marketing March 2006 - Present
BlueStar, Inc. November 2007 - December 2008
Government Acquisitions June 2004 - November 2007
Strategic Wealth Designers September 2003 - June 2004
Landrum Golf Management, Inc. December 1992 - September 2003
Skills
Email Marketing, Social Media Marketing, Marketing, Marketing Strategy, Online Marketing, Advertising, Lead Generation, SEO, Small Business, Integrated Marketing, Web Marketing, Sales, Leadership, Online Advertising, Business Development, Social Media, Strategic Planning, E-commerce, Social Networking, Marketing Communications, Strategy, Digital Marketing, Selling, CRM, Newsletters, Event Management, Management, Content Marketing, B2B, Public Relations, Relationship Marketing, Web Design, Team Building, Brand Development, Website Development, Strategic Partnerships, Mobile Marketing, Marketing Management, Digital Strategy, Google Analytics, Web Analytics, B2B Marketing, Interactive Marketing, Multi-channel Marketing, Copywriting, Facebook, Digital Media, Video Production
Education
University of Kentucky 1988 — 1992
BS, Marketing
St. Henry High School 1984 — 1988
College Prep, Marketing
Main Street Marketing March 2006 - Present
BlueStar, Inc. November 2007 - December 2008
Government Acquisitions June 2004 - November 2007
Strategic Wealth Designers September 2003 - June 2004
Landrum Golf Management, Inc. December 1992 - September 2003
Skills
Email Marketing, Social Media Marketing, Marketing, Marketing Strategy, Online Marketing, Advertising, Lead Generation, SEO, Small Business, Integrated Marketing, Web Marketing, Sales, Leadership, Online Advertising, Business Development, Social Media, Strategic Planning, E-commerce, Social Networking, Marketing Communications, Strategy, Digital Marketing, Selling, CRM, Newsletters, Event Management, Management, Content Marketing, B2B, Public Relations, Relationship Marketing, Web Design, Team Building, Brand Development, Website Development, Strategic Partnerships, Mobile Marketing, Marketing Management, Digital Strategy, Google Analytics, Web Analytics, B2B Marketing, Interactive Marketing, Multi-channel Marketing, Copywriting, Facebook, Digital Media, Video Production
Education
University of Kentucky 1988 — 1992
BS, Marketing
St. Henry High School 1984 — 1988
College Prep, Marketing
Kristin (Fields) Schoen's Strategic Wealth Designers Experience July 2012 - September 2012
Job Assistant Store Manager at James Avery Jewelry
Industry Retail
Experience
James Avery Jewelry May 2014 - Present
Vera Bradley April 2013 - May 2014
Vera Bradley April 2012 - April 2013
Louisville Regional Science Fairs, Inc July 2011 - April 2013
Strategic Wealth Designers July 2012 - September 2012
Strategic Wealth Designers April 2012 - July 2012
Kroger June 2011 - July 2012
Dance with Steve and Donna January 2011 - December 2011
Alpha Omicron Pi, Pi Alpha December 2010 - December 2011
Louisville Regional Science Fairs, Inc July 2010 - July 2011
Skills
Excel, PowerPoint, Word, Customer Service, Event Planning, Social Media Marketing, Social Media, Teamwork, Retail, Market Research, Inventory Management, Management, Outlook, Salesforce.com, Business Communications, Marketing, Sales, Facebook, Social Networking, Microsoft Office
Education
University of Louisville 2008 — 2013
BSBA-Marketing, Minor: Management
James Avery Jewelry May 2014 - Present
Vera Bradley April 2013 - May 2014
Vera Bradley April 2012 - April 2013
Louisville Regional Science Fairs, Inc July 2011 - April 2013
Strategic Wealth Designers July 2012 - September 2012
Strategic Wealth Designers April 2012 - July 2012
Kroger June 2011 - July 2012
Dance with Steve and Donna January 2011 - December 2011
Alpha Omicron Pi, Pi Alpha December 2010 - December 2011
Louisville Regional Science Fairs, Inc July 2010 - July 2011
Skills
Excel, PowerPoint, Word, Customer Service, Event Planning, Social Media Marketing, Social Media, Teamwork, Retail, Market Research, Inventory Management, Management, Outlook, Salesforce.com, Business Communications, Marketing, Sales, Facebook, Social Networking, Microsoft Office
Education
University of Louisville 2008 — 2013
BSBA-Marketing, Minor: Management
Madeline Turner's Strategic Wealth Designers Experience July 2015 - Present
Job Alumni of the University of Louisville. Currently employed at Strategic Wealth Designers.
Industry Marketing and Advertising
Experience
Strategic Wealth Designers July 2015 - Present
OSheas Irish Pub January 2015 - May 2015
The Dancing Agency November 2013 - April 2014
Abercrombie & Fitch November 2011 - December 2012
Joe's Crab Shack June 2012 - August 2012
Frisch's Restaurants, Inc. May 2011 - June 2012
Subway July 2010 - December 2010
Skills
Organization, Planners, Highly detail oriented, Learning Quickly, Persuasiveness, Team-oriented, Goal Oriented, Social Networking, Teamwork, Microsoft Office, Time Management, Social Media, Microsoft Excel
Education
University of Louisville 2010 — 2015
Bachelor's of Science in Business Administration, Marketing
De Haagse Hogeschool / The Hague University of Applied Sciences 2014 — 2014
International Business
Strategic Wealth Designers July 2015 - Present
OSheas Irish Pub January 2015 - May 2015
The Dancing Agency November 2013 - April 2014
Abercrombie & Fitch November 2011 - December 2012
Joe's Crab Shack June 2012 - August 2012
Frisch's Restaurants, Inc. May 2011 - June 2012
Subway July 2010 - December 2010
Skills
Organization, Planners, Highly detail oriented, Learning Quickly, Persuasiveness, Team-oriented, Goal Oriented, Social Networking, Teamwork, Microsoft Office, Time Management, Social Media, Microsoft Excel
Education
University of Louisville 2010 — 2015
Bachelor's of Science in Business Administration, Marketing
De Haagse Hogeschool / The Hague University of Applied Sciences 2014 — 2014
International Business
Kyle Reichenbach Kyle Reichenbach's Strategic Wealth Designers Experience October 2014 - Present
Job Client Service Coordinator at Strategic Wealth Designers
Industry Financial Services
Experience
Strategic Wealth Designers October 2014 - Present
Steele Equine Clinic September 2014 - October 2014
Siena College August 2013 - April 2014
LeoPardus Group/K Reich Inc. July 2003 - December 2013
HOMS LLC October 2006 - December 2007
North Tech 120 January 2004 - August 2006
Tarheel Publishing Company June 1998 - August 2006
Charles Schwab February 1994 - May 1998
Federated Department Stores January 1993 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Microsoft Excel, Corporate Finance, Retirement Solutions, Customer Service, Investment Advisory, Human Resources, Strategic Financial..., Credit, Small Business, Finance, Mergers & Acquisitions, Leadership, Financial Services
Education
Miami University 1990 — 1994
Bachelor of Science (BS), Finance major (History minor)
Strategic Wealth Designers October 2014 - Present
Steele Equine Clinic September 2014 - October 2014
Siena College August 2013 - April 2014
LeoPardus Group/K Reich Inc. July 2003 - December 2013
HOMS LLC October 2006 - December 2007
North Tech 120 January 2004 - August 2006
Tarheel Publishing Company June 1998 - August 2006
Charles Schwab February 1994 - May 1998
Federated Department Stores January 1993 - December 1993
Skills
Investments, Financial Analysis, Portfolio Management, Banking, Microsoft Excel, Corporate Finance, Retirement Solutions, Customer Service, Investment Advisory, Human Resources, Strategic Financial..., Credit, Small Business, Finance, Mergers & Acquisitions, Leadership, Financial Services
Education
Miami University 1990 — 1994
Bachelor of Science (BS), Finance major (History minor)
Erica Hodge's Strategic Wealth Designers Experience December 2013 - April 2015
Job Patient Access Manager with Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions June 2015 - Present
Strategic Wealth Designers December 2013 - April 2015
The Mutual Fund Store July 2012 - August 2013
ADP 2007 - 2009
Jefferson National 2003 - 2007
Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis
Education
Indiana University-Southeast 2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General
New Albany High School 1999 — 2002
Conifer Health Solutions June 2015 - Present
Strategic Wealth Designers December 2013 - April 2015
The Mutual Fund Store July 2012 - August 2013
ADP 2007 - 2009
Jefferson National 2003 - 2007
Skills
Securities, Insurance, Process Improvement, Strategic Planning, Customer Service, Mutual Funds, Microsoft Excel, 401k, Microsoft Office, Retirement, Wealth Management, Investment Advisory, Public Speaking, Investments, Financial Services, CRM, IRAs, Variable Annuities, Client Services, Email Marketing, Training, Analysis
Education
Indiana University-Southeast 2005 — 2007
Bachelor of Business Administration (BBA) - In Progress, Business Administration and Management, General
New Albany High School 1999 — 2002
Matt Dicken's Strategic Wealth Designers Experience July 2002 - Present
Job Owner, Strategic Wealth Designers
Industry Financial Services
Experience
Strategic Wealth Designers July 2002 - Present
Education
Ballard High School 1992 — 1996
University of Louisville
Strategic Wealth Designers July 2002 - Present
Education
Ballard High School 1992 — 1996
University of Louisville