Our Origin
The foundation of One Private Wealth is built on the unified vision of Dave Simons and Tom Cordes. Their shared commitment to a singular, cohesive financial journey for each client drives their approach. Both Dave and Tom believe in integrating personal growth, community values, and financial goals into one comprehensive strategy. Together, along with the entire One Private Wealth team, they strive to guide clients with a seamless, unified approach, helping to ensure that every financial decision aligns with a unified vision of wealth and well-being.
Their unified philosophy means that they work as ONE with their clients, operating as a cohesive team where the client leads as the CEO and acts in support as the CFO and COO. This collaborative spirit is at the heart of everything they do, helping to ensure that clients experience a truly integrated and personalized wealth management journey.
Our Core Values
Integrity: We uphold the highest standards of honesty and transparency.
Trust: We build lasting relationships based on reliability and trustworthiness.
Freedom: We empower our clients to pursue financial independence.
Optimism: We believe in a positive, hopeful outlook for the future.
Humility: We approach every client interaction with respect and understanding.
Faith: We credit the Lord for bringing our team together and guiding our purpose.
Our ONE Team
-
Dave Simons, CFP®
Partner – Managing Director
One Private Wealth &Partners -
Tom Cordes, CFA®
Partner – Managing Director
One Private Wealth &Partners -
Brandon Mallinckrodt, CFP®, CEPA®, CIMA®
Partner – Director
One Private Wealth &Partners -
Kathy Delmain
Private Wealth Associate
Team Administrator
One Private Wealth &Partners -
Lindsey Byer
Wealth Management
Associate
One Private Wealth &Partners -
Devin Poertner
Wealth Management
Associate
One Private Wealth &Partners
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
