Year in Business in
Southwestern Pennsylvania
Assets Under Management
Credentials & Designations
Years of Combined Wealth Advisor Experience
States are Home to
DWM Clients
P. J. DiNuzzo
Founder, President, Lead Consultant
Mark S. DiNuzzo
EVP, 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
Matriarch Emeritus (1930-2022)
Jackie M. DiNuzzo
Senior Compliance Officer, Human Resource Manager
Lisa A. Faulkner
Senior Client Service Specialist
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