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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
[email protected]
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
[email protected]
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
[email protected]
Thomas Hughes
Chief Financial Officer
(310) 899-3129
[email protected]
Thomas Hughes
Chief Financial Officer
(310) 899-3129
[email protected]
Danny Shannon
Fractional Chief Technology Officer
Impruve
[email protected]
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
[email protected]
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
[email protected]
Schedule a Meeting
Financial Professionals
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
[email protected]
TJ Pearce
Senior Vice President
(312) 210-9110
[email protected]
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
[email protected]
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
[email protected]
Schedule a Meeting
Investment Planning Team
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
[email protected]
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
[email protected]
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
[email protected]
Thomas Hughes
Chief Financial Officer
(310) 899-3129
[email protected]
Michael Donoghue
Portfolio Analyst & Senior Trader
(310) 752-2512
[email protected]
Schedule a Meeting
Insurance Service & Support Team
Marium Sohail
Chief Operating Officer & Head of Teams
(310) 899-3162
[email protected]
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
[email protected]
Jasmine Medina
Insurance Underwriting Specialist
(310) 899-3189
[email protected]
Samantha Heagney
Client Service Associate
(310) 899-3138
[email protected]
Schedule a Meeting
Marketing & Client Success Team
Brandi Dicker
Director of Strategic Initiatives
(310) 752-2513
[email protected]
Nadine Makarem
Operations & Service Associate
(310) 752-2511
[email protected]
Olivia Sherwood
Client Experience & Marketing Specialist
(310) 899-3140
[email protected]
Nadine Makarem
Operations & Service Associate
(310) 752-2511
[email protected]
Schedule a Meeting
Preferred Partner Firms
Robert Hoopis
Hoopis Funding, LLC
Premium Finance & Specialized Lending
(847) 471-4714
[email protected]
Danny Shannon
Fractional Chief Technology Officer
Impruve
[email protected]
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
Platinum Program
Brandon Tesar
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
