ONE Wealth Directory

Executive Management Team

Jeremy Dicker

Senior Vice Presidents & Vice Presidents

David Krouse, CFP®

Linda Nolan

TJ Pearce, CFP®

Anne Crabbe CFP®

Kitty Hoffman

Sandra Nies

Financial Analyst Team

Ryan Cleary

Thomas Hughes

Brandon Tesar

David Tuason

Client Services Team

Isabel Fong Wu

Jasmine Medina

Vanessa Meza

Melissa Crutchfield

Renee Athey

Dana Roden

Strategic Relationships

Robert Hoopis

Kelly Kidwell

Eric McDermott

Matt Shipman

Misty Weltzien

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