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ONE Wealth Directory
Executive Leadership and Supervisory Team
Investment Advisory Team
Financial Professionals
Financial Analyst Team
Client Services Team
Preferred Partner Firms
Executive Leadership and Supervisory Team
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Marium Sohail
Chief Operating Officer and Head of Teams
(310) 899-3162
msohail@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Investment Advisory Team
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
Thomas Hughes
Controller & Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Schedule a Meeting
Financial Professionals
Jeremy Dicker
Chief Executive Officer & Chief Compliance Officer
(310) 899-3100
jeremy@onewealthmgmt.com
TJ Pearce,
CFP®, RICP®
Senior Vice President
(312) 210-9110
tjpearce@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics
(310) 899-3180
dtuason@onewealthmgmt.com
Peter Hoopis
CLU®, ChFC®, CLF®
President & Chief Compliance Officer
(312) 483-1091
phoopis@onewealthmgmt.com
Schedule a Meeting
Financial Analyst Team
Ryan Cleary
Chief Investment Officer, Portfolio Manager
(310) 899-3170
rcleary@onewealthmgmt.com
Thomas Hughes
Controller & Senior Financial Analyst
(310) 899-3129
thughes@onewealthmgmt.com
Brandon Tesar
Director of Investment Operations & Financial Planning
(310) 899-3142
btesar@onewealthmgmt.com
David Tuason
Senior Vice President & Director of Insurance & Competitive Analytics.
(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
Olivia Sherwood
Client Service Associate
(310) 899-3140
osherwood@onewealthmgmt.com
Nadine Makarem
Client Service Associate
(310) 752-2511
nmakarem@onewealthmgmt.com
Diana Espinoza
Policy Owner Services Associate
(310) 899-3140
despinoza@onewealthmgmt.com
Diana Espinoza
Policy Owner Services Associate
(310) 899-3140
despinoza@onewealthmgmt.com
Nadine Makarem
Client Service Associate
(310) 899-3140
nmakarem@onewealthmgmt.com
Diana Espinoza
Policy Owner Services Associate
(310) 899-3140
despinoza@onewealthmgmt.com
Diana Espinoza
Policy Owner Services Associate
(310) 899-3140
despinoza@onewealthmgmt.com
Schedule a Meeting
Preferred Partner Firms
Robert Hoopis
Hoopis Funding, LLC
Premium Finance and Specialized Lending
(847) 471-4714
Robert@hoopisfunding.com
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
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
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
