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ONE Wealth Directory
Executive Management Team
Financial Professionals
Financial Analyst Team
Client Services Team
Preferred Partner Firms
Supervisory Team
Investment Advisory Team
Executive Management Team
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Marium Sohail
Chief Operating Officer and Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Peter Hoopis
President
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Partners
Peter Hoopis
Partner
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Financial Professionals
TJ Pearce,
CFP®, RICP®
Senior Vice President
(312) 210-9110
tjpearce@onewealthmgmt.com
Gabriel Galef
Vice President
(310) 752-2512
GGalef@onewealthmgmt.com
Jordan Linn
Managing Director-Investment Advisor Representative
(561) 289-8105
jlinn@onewealthmgmt.com
Schedule a Meeting
Financial Analyst Team
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
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
Jasmine Medina
Insurance and client Service specialist
(310) 899-3189
jmedina@onewealthmgmt.com
1
Policy Owner Services Associate
(310) 899-3140
service@onewealthmgmt.com
Melissa Crutchfield
Director of Business Development
(312) 483-1092
mcrutchfield@onewealthmgmt.com
Renee Athey
Administrative Assistant
(805) 237-6460
rathey@onewealthmgmt.com
Dana Roden
Investment Operations Associate
droden@onewealthmgmt.com
Isabel Fong Wu
Data Input Analyst
(310) 899-3138
ifongwu@onewealthmgmt.com
Schedule a Meeting
Supervisory Team
Ericka Herrera
Chief Compliance Officer
(310) 742-2511
eherrera@onewealthmgmt.com
Tatiana Paolucci
Regulatory and Risk Management Director
(310) 742-2511
service@onewealthmgmt.com
Schedule a Meeting
Preferred Partner Firms
Robert Hoopis
Hoopis Funding, LLC
Robert@hoopisfunding.com
(847) 471-4714
Travis Hart
(408) 392-7808
Kelly Kidwell
(909) 399-1100
Eric McDermott
(909) 399-1100
Matt Shipman
(949) 486-8333
Misty Weltzien
(949) 486-8306
Schedule a Meeting
Investment Advisory Team
Jeremy Dicker
Founder & Chief Executive Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Ericka Herrera
Chief Compliance Officer
(310) 742-2511
eherrera@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Tatiana Paolucci
Regulatory and Risk Management Director
(310) 742-2511
service@onewealthmgmt.com
Brandon Tesar
Director of Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
Thomas Hughes
Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Jordan Linn
Co-Founder
(561) 289-8105
jlinn@onewealthmgmt.com
Schedule a Meeting
Advisor Log In
Schedule a Meeting
Please select a category below.
Career Opportunity
Jeremy Dicker
Marium Sohail
Current Client Review
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
Personal Insurance Analysis and Review
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
Initial Retirement Planning Discussion
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
Initial Wealth Management Consultation
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
Introductory Financial Planning Discussion
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
Billing or Customer Service Related
Marium Sohail
Brandon Tesar
Jasmine Medina
Online Access Issues
Brandon Tesar
Thomas Hughes
Just to Chat
David Tuason
Jeremy Dicker
Peter Hoopis
TJ Pearce
Gabriel Galef
