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ONE Wealth Directory
Executive Management Team
Partners
Advisors
Financial Analyst Team
Client Services Team
Strategic Relationships
Executive Management Team
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3136
jeremy@onewealthmgmt.com
Marium Sohail
Chief of Staff
(310) 899-3162
msohail@onewealthmgmt.com
Schedule a Meeting
Partners
Peter Hoopis
Partner
(312) 483-1091
phoopis@onewealthmgmt.com
Norm Cone
Partner
(805) 237-6460
Paso Robles Office
ncone@onewealthmgmt.com
Schedule a Meeting
Senior Vice Presidents & Vice Presidents
David Krouse,
CFP®
Senior Vice President
(310) 752-2511
dkrouse@onewealthmgmt.com
Linda Nolan
Senior Vice President
(618) 330-0125
lnolan@onewealthmgmt.com
TJ Pearce,
CFP®
Senior Vice President
(312) 210-9110
tjpearce@onewealthmgmt.com
Anne Crabbe
CFP®
Senior Vice President
(805) 237-6460
Paso Robles Office
acrabbe@onewealthmgmt.com
Kitty Hoffman
Senior Vice President
(805) 237-8010
khoffman@onewealthmgmt.com
Edward Lee
Vice President
(310) 752-2514
elee@onewealthmgmt.com
Sandra Nies
Vice President
mailto:SNies@onewealthmgmt.com
Schedule a Meeting
Financial Analyst Team
Ryan Cleary
Managing Director, Investments
(310) 899-3136
rcleary@onewealthmgmt.com
Thomas Hughes
Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Brandon Tesar
Director of Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
David Tuason
Director of Insurance & Competitive Analysis
(310) 899-3180
dtuason@onewealthmgmt.com
Schedule a Meeting
Client Services Team
Isabel Fong Wu
Data Input Analyst
(310) 899-3138
ifongwu@onewealthmgmt.com
Jasmine Medina
Insurance Underwriting Associate
(310) 899-3189
jmedina@onewealthmgmt.com
Vanessa Meza
Policy Owner Services Associate
(310) 899-3140
vmeza@onewealthmgmt.com
Melissa Crutchfield
Director of Business Development
(312) 483-1092
mcrutchfield@onewealthmgmt.com
Renee Athey
Administrative Assistant
(805) 237-6460
Paso Robles Office
rathey@onewealthmgmt.com
Dana Roden
Investment Operations Associate
droden@onewealthmgmt.com
Schedule a Meeting
Strategic Relationships
Travis Hart
(408) 392-7808
Robert Hoopis
(847) 471-4714
Kelly Kidwell
(909) 399-1100
Eric McDermott
(909) 399-1100
Matt Shipman
(949) 486-8333
Misty Weltzien
(949) 486-8306
Schedule a Meeting
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Please select a category below.
Career Opportunity
Jeremy Dicker
Marium Sohail
Peter Hoopis
Property and Casualty Insurance Review
Jeremy Dicker
David Krouse
Current Client Review
Anne Crabbe
David Krouse
David Tuason
Jeremy Dicker
Norm Cone
Peter Hoopis
TJ Pearce
Kitty Hoffman
Edward Lee
Personal Insurance Analysis and Review
Anne Crabbe
David Krouse
David Tuason
Jeremy Dicker
Norm Cone
Peter Hoopis
TJ Pearce
Kitty Hoffman
Edward Lee
Initial Retirement Planning Discussion
Anne Crabbe
David Krouse
David Tuason
Jeremy Dicker
Norm Cone
Peter Hoopis
TJ Pearce
Kitty Hoffman
Edward Lee
Initial Wealth Management Consultation
Anne Crabbe
David Krouse
David Tuason
Jeremy Dicker
Norm Cone
Peter Hoopis
TJ Pearce
Kitty Hoffman
Edward Lee
Introductory Financial Planning Discussion
Anne Crabbe
David Krouse
David Tuason
Jeremy Dicker
Norm Cone
Peter Hoopis
TJ Pearce
Kitty Hoffman
Edward Lee
Billing or Customer Service Related
Vanessa Meza
Marium Sohail
Online Access Issues
Brandon Tesar
Thomas Hughes
Just to Chat
Jeremy Dicker
Peter Hoopis
Norm Cone
David Krouse
TJ Pearce
Anne Crabbe
Kitty Hoffman
Edward Lee
