Strategic Wealth Designers Adds a New Team Member
LOUISVILLE, KY –With the growing needs of Strategic Wealth Designers, LLC, Ian Carr has been added to the retirement planning firm’s team. Carr’s new position is the New Business Account Manager. As the New Business Account Manager, Carr is responsible for working with clients on transitioning existing accounts and the setup of new accounts. Carr makes sure the new account process is completed in a smooth, efficient and secure manner.
Ian Carr comes to Strategic Wealth Designers with prior mortgage and lending experience. Carr says, “I chose SWD because I believe in the work that we do here as well as the direction the company is headed. I’ve been in finance one way or another since I graduated from Western Kentucky University and having the opportunity to learn from someone as knowledgeable as Matt Dicken was very important to me.”
Founder & CEO of Strategic Wealth Designers, Matt Dicken says, “Ian is a great addition to our team. When we are helping our clients transfer their accounts to us, communication is very important. Ian does a great job of answering questions about the rollover process and keeping everyone informed.”
Strategic Wealth Designers, LLC is a financial advisory firm based in Louisville, KY. Since 2002, they have built a practice of over 1,100 clients throughout Kentucky and Indiana. The primary focus of the firm has been to create independent financial plans that are simple to understand, provide a reasonable rate of return and have little to no risk.
If you’d like more information about this topic or to schedule a free consultation with Matt Dicken, please call (502) 653-6080 or visit www.askmattdicken.com
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- Contact Information
- Mark Gaffney
- VP of Marketing
- Strategic Wealth Designers
- (1) (502) 412-3354
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