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

David Krouse, CFP®

• Chief Operating Officer
• (310) 752-2511

• dkrouse@onewealthmgmt.com

Marium Sohail

• Chief of Staff
• (310) 899-3162

• msohail@onewealthmgmt.com

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Partners

Peter Hoopis

• Partner
• (312) 483-1091

• phoopis@onewealthmgmt.com

Norm Cone

• Partner
• (805) 237-6460
• Paso Robles Office

• ncone@onewealthmgmt.com

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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

Max Pashman, CFP®

• Vice President
• (310) 752-2512

• mpashman@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

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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

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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

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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

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