Year in Business in
Southwestern Pennsylvania
Assets Under Management
Credentials & Designations
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Years of Combined Wealth Advisor Experience
States are Home to
DWM Clients
P. J. DiNuzzo Founder, President, Lead Consultant
Bio
Mark S. DiNuzzo EVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader
Carl J. Hartman SVP, Principal, Financial Wellness LifeCoach, Senior Investment Officer
Michael V. DiNuzzo SVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader
Robert F. Graham VP, Financial Wellness LifeCoach
Jacob R. Potts VP, Financial Wellness LifeCoach, Trade Team Leader
Leslie D. Taylor-Neumann VP, Financial Wellness LifeCoach, Wealth Planning Team Leader
Kenneth M. McDaniel VP, Financial Wellness LifeCoach, Tax Team Leader
Phyllis M. Nutz (DiNuzzo) Matriarch Emeritus (1930-2022)
Jackie M. DiNuzzo Senior Compliance Officer, Human Resource Manager
Lisa A. Faulkner Senior Client Service Specialist
Terri S. Tepsic Property Manager
Brooke C. McMaster Senior Client Service Specialist
Jeffrey A. Buckley Client Service Specialist
Rose M. Dessler Compliance Officer
Suzanne M. Boren Executive Assistant, Culture and HR Team Leader
Cliff Smith Director of IT
Ken W. Aikens Client Service Specialist
Keri M. Ronacher Portfolio Reporting Manager
Renee J. Foody Administrative Assistant
Denise A. Lyons Bookkeeping Manager
Nicolas A. DiNuzzo Marketing Manager
Michael A. Cindrich Tax Manager
Cassandra M. Dye Director of First Impressions
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