DiNuzzo Wealth Management: At A Glance

As of June 30, 2023

33rd

Year in Business in

Southwestern Pennsylvania

$899M

Assets Under Management

* CFP: 4
* CPA: 1
* PFS: 1
* EA: 1
* ChFC: 5
* AIF: 7
* MBA: 3
* MSTx: 1
* MSFP: 1
* MS: 1

Credentials & Designations

* CLICK HERE FOR DISCLOSURE INFO

158

Years of Combined Wealth Advisor Experience

32

States are Home to

DWM Clients

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"Front Stage"

P. J. DiNuzzo
Founder, President, Lead Consultant

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

"Back Stage"

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
People and Culture 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

Pittsburgh All-DFA Index Portfolio & Retirement Income Planning Firm

© 2023 P. J. DiNuzzo. All rights reserved.