Strategic Wealth Designers
Thomas Treshock, CFP®, is a Financial Advisor at Strategic Wealth Designers since February 2024, previously serving as a Wealth Management Advisor at C&A FINANCIAL GROUP from October 2021 until February 2024. Thomas has a diverse background in finance, including roles as an Associate Vice President, Junior Associate, and Intern at Petersen Advisors from May 2019 to October 2021. Noteworthy achievements include participation in the SHIFT Competition, where Thomas placed 1st by effectively researching and trading stocks. Thomas is also recognized for contributions to the Stevens Student Managed Investment Fund as an Equity Analyst, and has gained early career experience through various positions such as Quantitative Analysis Intern at Pinnacle Associates and lifeguard/swim coach at Monmouth Beach Bathing Pavilion. Thomas earned a Bachelor's Degree in Quantitative Finance from Stevens Institute of Technology, following a high school diploma from the Marine Academy of Science and Technology.
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Strategic Wealth Designers
Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!