About
Events
Directory
Online Access
Private Clients
Corporate Clients
Products & Services
Traditional Investments
Alternative Investments
Fee-Based Financial Planning
Insurance
Individual Retirement Planning
Borrowing
Go Platinum
Wineries
Connect
Contact
Our Locations
Call: 855-663-9584
Careers
Advisor Opportunities
Team Member Opportunities
Follow Us
Blog
Podcast
Advisor Log In
ONE Wealth Directory
Executive Committee
Financial Professionals
Investment Planning Team
Insurance Service & Support Team
Marketing & Client Success Team
Preferred Partner Firms
Executive Committee
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Thomas Hughes
Chief Financial Officer
(310) 899-3129
thughes@onewealthmgmt.com
Thomas Hughes
Chief Financial Officer
(310) 899-3129
thughes@onewealthmgmt.com
Danny Shannon
Fractional Chief Technology Officer
Impruve
dshannon@onewealthmgmt.com
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Schedule a Meeting
Financial Professionals
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
TJ Pearce
Senior Vice President
(312) 210-9110
tjpearce@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
dtuason@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Investment Planning Team
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
Thomas Hughes
Chief Financial Officer
(310) 899-3129
thughes@onewealthmgmt.com
Michael Donoghue
Portfolio Analyst & Senior Trader
(310) 752-2512
Mdonoghue@onewealthmgmt.com
Schedule a Meeting
Insurance Service & Support Team
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
dtuason@onewealthmgmt.com
Jasmine Medina
Insurance Underwriting Specialist
(310) 899-3189
jmedina@onewealthmgmt.com
Samantha Heagney
Client Service Associate
(310) 899-3138
sheagney@onewealthmgmt.com
Schedule a Meeting
Marketing & Client Success Team
Brandi Dicker
Director of Strategic Initiatives
(310) 752-2513
bdicker@onewealthmgmt.com
Nadine Makarem
Operations & Service Associate
(310) 752-2511
nmakarem@onewealthmgmt.com
Olivia Sherwood
Client Experience & Marketing Specialist
(310) 899-3140
osherwood@onewealthmgmt.com
Nadine Makarem
Operations & Service Associate
(310) 752-2511
nmakarem@onewealthmgmt.com
Schedule a Meeting
Preferred Partner Firms
Robert Hoopis
Hoopis Funding, LLC
Premium Finance & Specialized Lending
(847) 471-4714
Robert@hoopisfunding.com
Danny Shannon
Fractional Chief Technology Officer
Impruve
dshannon@onewealthmgmt.com
Kelly Kidwell
(909) 399-1100
Eric McDermott
(909) 399-1100
Matt Shipman
(949) 486-8333
Misty Weltzien
(949) 486-8306
Travis Hart
(408) 392-7808
Advisor Log In
Schedule a Meeting
Please select a category below.
Career Opportunity
Marium Sohail
Jeremy Dicker
Current Client Review
David Tuason
Jeremy Dicker
TJ Pearce
Personal Insurance Analysis and Review
David Tuason
Jeremy Dicker
TJ Pearce
Initial Retirement Planning Discussion
David Tuason
Jeremy Dicker
TJ Pearce
Initial Wealth Management Consultation
David Tuason
Jeremy Dicker
TJ Pearce
Olivia Sherwood
Introductory Financial Planning Discussion
David Tuason
Jeremy Dicker
TJ Pearce
Olivia Sherwood
Billing or Customer Service Related
Marium Sohail
Brandon Tesar
Jasmine Medina
Thomas Hughes
Online Access Setup and Resets
Brandon Tesar
Investment Portfolio Review
Ryan Cleary
Brandon Tesar
Thomas Hughes
Olivia Sherwood
Current Insurance Client Inquiry
David Tuason
Jasmine Medina
Just to Chat
David Tuason
Jeremy Dicker
TJ Pearce
Olivia Sherwood
