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Put Your Future in Good Hands


Every goal starts with a dream and has the potential to be achieved by following a plan. 

We encourage you to share your goals and aspirations with us. This allows us to develop a personal financial blueprint that details how you may succeed in accomplishing your objectives. Ultimately, we help you realize financial freedom by building confidence in your plan as your move towards financial independence.

It is our mission to enable others to live a better tomorrow through our passion for effective communication and exceptional client relationships. We strive to make this passion evident throughout our work together. 

Peter A. Diulus, MBA, CLU®, ChFC® Photo
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Peter A. Diulus, MBA, CLU®, ChFC®

Wealth Advisor

Peter A. Diulus, MBA, CLU®, ChFC®

wealth Advisor

Ph: 412-564-5526 x 6001
E: pdiulus@dsfwealthgroup.com



Peter A. “Pete” Diulus, MBA, CLU®, ChFC® is a nationally-recognized Financial Educator, Author, Speaker, and Wealth Advisor, whom you may have seen in NBC, ABC, CBS, and FOX network affiliates and Bloomberg Business, Yahoo Finance, Investing Daily, Wall Street Select, Market Watch, The Pittsburgh Post-Gazette, The Pittsburgh Business Times, and others.

As Creator of The Dream Achiever Process, Pete has been interviewed by Kevin Harrington, original “shark” from ABC’s Shark Tank, and featured on Business Icons.

As Co-Founder and Principal at DSF Wealth Management Group, LLC, where “DSF” stands for “Dream, Succeed, Freedom,” Pete and his team help clients to preserve, protect, and pass on their wealth through highly customized financial plans and strategies.  Pete’s unique multi-disciplinary training allows him to bring an integrated  approach to helping retired executives, professionals, and business owners fully enjoy their wealth and leave a greater legacy.

Pete believes that people who have worked hard and saved well deserve the very best advice on how to keep more, give more, and leave more to the people and causes they care about deeply.  It doesn’t take long with Pete to see why clients have entrusted their hard-earned money and their future to him.  He is a warm and passionate communicator who loves sharing his insights as a Speaker to various organizations and through his ongoing Public Seminar Series: The Big 3 Retirement Concerns...and How To Minimize Income Taxes and Estate Taxes.

A native of Pittsburgh, with family roots in “Panther Hollow,” Pete graduated from the University of Pittsburgh with majors in Economics and Business.  He received an MBA from the University of Pittsburgh and later added Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) to his credentials. 

In addition, Pete shares his leadership and financial experience with many organizations, including Autism Speaks, The Diocese of Pittsburgh, and The Institute for Entrepreneurial Excellence, University of Pittsburgh, Estate Planning Council of Pittsburgh, and Planned Giving Council, among others. 

Pete and his wife, Carol, enjoy spending time with their two grown children, Dana and Jonathan, as well as exercising and reading.

 Dennis R. Spangler, CFP® Photo
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Dennis R. Spangler, CFP®

CERTIFIED FINANCIAL PLANNER™

Dennis R. Spangler, CFP®

CERTIFIED FINANCIAL PLANNER™

Ph: 412-564-5526 x 6002
E: dspangler@dsfwealthgroup.com


Dennis began his career in financial services in 1991, during a time of significant change in the industry.  With tax code reform and the adoption of individual retirement accounts and the 401(k) plan, the way people looked at investing and financial planning was changing.  As an undergraduate at Grove City College, Dennis studied the emerging holistic methods, crafting financial case studies as part of his coursework.  He enjoyed the gratification of building paths toward financial security and determined that it was not only numbers that influenced sound financial choices, but also people and their unique circumstances.

After graduating with his Bachelor of Arts degree in Finance, Dennis joined Cigna Financial Advisors; unusual at that time, the firm’s practice was based on holistic financial planning and provided Dennis with continued education and the opportunity to build long-term relationships with his clients.  Keeping pace with the evolving field of finance, Dennis added the CERTIFIED FINANCIAL PLANNERTM (CFP®) Designation to his credentials to better serve clients’ needs.  Dennis works extensively with retiring teachers and administrators who are participants in the Pennsylvania State Employees Retirement System (PSERS).  

Financial planning today has become less associated with any specific product or investment and far more associated with individual investor goals and strategies.  As co-owner and founding partner of DSF Wealth Management Group, LLC, Dennis has built a team of financial and support professionals who share his belief in educating people to make well-informed financial decisions.   Regardless of short-term market performance or volatility, it is an evaluation of client needs, identification of client goals, and implementation of customized strategies that shapes his planning process.

Throughout his career, Dennis’ practice has been motivated by his passion to help people.  He works with a wide variety of individuals in every walk and era of life – each with the desire to utilize earnings and wealth as a means to a better life for themselves and their families.  Dennis’ primary goal is to build lasting relationships to help individuals define and work towards securing their future, whatever life may bring.

Dennis and his wife, Michele, are longtime residents of Moon Township, Pennsylvania, and they attend St. James Church in Sewickley.   Their daughter, Natalie, works toward her doctoral degree in Physical Therapy at Saint Francis University.   Matthew, their son, attends the University of Dayton, where he studies Biochemistry with an aim toward a career in medicine.  The Spanglers are actively involved in family gatherings and traveling the United States.   Despite the family’s hectic schedule, Dennis makes time for regular pick-up games and events with other fathers of former Moon students, and he enjoys golfing and going hunting each year.

 Ryan M. Franks, CFP®, ChFC®, CLU® Photo
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Ryan M. Franks, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™

Ryan M. Franks, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™

Ph: 412-564-5526 x 6003
E: rfranks@dsfwealthgroup.com


Ryan’s passion for financial planning began with a question: Why do some people achieve financial security, while others struggle to maintain their quality of life?  What choices and actions make the difference?  Ryan graduated in 2002 from Susquehanna University with his Bachelor of Science in Business Finance and immediately put his knowledge to work, creating financial plans for his family and friends.  Referrals from clients soon provided Ryan the opportunity to work with many different individuals, professionals, and businesses throughout the United States, giving him great satisfaction in being a relevant and trusted resource for his clients’ financial needs. 

Since creating those initial financial plans, Ryan’s financial career continues to be based on the principle and practice of cultivating client relationships for the long term.  Understanding that all clients’ needs evolve over a lifetime, Ryan has built adaptability and sustainability into a comprehensive personal financial services practice.  As co-owner and founding partner of DSF Wealth Management Group, LLC, Ryan has built a team of financial and support professionals who share in his belief of educating people to make well-informed financial decisions.  

Keeping pace with clients’ needs and the changing field of finance, Ryan is continuously learning; he has added the CERTIFIED FINANCIAL PLANNERTM (CFP®) Designation to his credentials, the Chartered Financial ConsultantTM (ChFC®) Designation, and the Chartered Life Underwriter (CLU) Designation.  For Ryan, outstanding financial service means providing clients with pertinent and timely information, empowering them to make informed decisions for their personal financial plans. 

Enabling others to have a better tomorrow continues to be Ryan’s motivation as he meets new people and learns their individual needs and dreams.  His goal, always, is to educate them to plan and act today to work toward achieving their better tomorrow.  

Outside of work, Ryan and his wife, Valerie, maintain a busy household in Bethel Park, Pennsylvania.  Their children, Dante (12) and Ella (10) both play on the SHAHA ice hockey teams throughout the year.  Valerie and Ryan regularly attend the South Hills Bible Chapel. They also spend time chasing their Red Lab, Millie, around the yard when the Pittsburgh weather cooperates!

An avid competitive golfer, Ryan qualified and competed in the prestigious 102nd United States Amateur Championship in 2002, held at the South Course of Oakland Hills, Michigan. Ryan still enjoys competing in amateur golf events for Pennsylvania and West Penn Golf Associations. He also enjoys hunting and working out.

Kyle J. Kyper, CFP®, MBA Photo
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Kyle J. Kyper, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

Kyle J. Kyper, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™

Ph: 412-564-5526 x 6007
E: kkyper@dsfwealthgroup.com


Teaching & Coaching

As a first-year undergrad at Waynesburg University, Kyle envisioned his professional career in teaching or coaching.  It was during a finance class that Kyle gained hands-on investment and trading experience in Waynesburg’s Student Trading Room.  The exercise showed Kyle that the real-life applications of finance were a means for him to both teach and coach, building relationships beyond a single semester or season.  He immediately set about making the classroom experience real by researching financial questions for family and friends, investing his personal savings, and by founding and acting as President of the Student Investment Club.  Kyle graduated from Waynesburg with his Masters in Business Administration, ready to educate in the field of financial planning.

Cultivating Relationships

After graduation, Kyle spent time as a Representative for Liberty Mutual Insurance, where he won national recognition for his excellent client service...but felt that assisting people with their insurance planning was only one facet of the dynamic, long-term relationships he might develop with clients.  As a financial adviser, Kyle knew he would be able to do more to help his clients to plan for their financial security, regardless of where they might be in their financial journey.  

He joined the team at DSF Wealth Management Group, LLC in 2013 and has focused on building a comprehensive financial services practice by cultivating client relationships for the long term, while setting a standard of service that inspires clients to approach their financial planning as a lifestyle and tradition, rather than a chore. Kyle is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and he partners with 567 workshops to delivery educational webinars and workshops to surrounding communities.

Building Tradition

Building tradition represents an important part of Kyle’s professional practice, as well as his personal life.  He and his wife, Carly, live in Robinson Township with their daughter, Kyla and son, Coen.  He is a member at Chartiers Country Club in Pittsburgh and plays in amateur golf tournaments each year with friends, clients, and colleagues. He and Carly attend the South Hills Bible Chapel, where they are actively involved, and Kyle also mentors at-risk youth through the BRIDGE Community Outreach Program.  Kyle includes time at the gym and travels with Carly throughout the year to visit family, friends, and bucket list destinations.

Neil D. Crowell, CPA, MBA Photo
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Neil D. Crowell, CPA, MBA

Financial Advisor

Neil D. Crowell, CPA, MBA

Financial Advisor 


3630 Coventry Court

York, PA 17406

Ph: 412-564-5526 x 6005
E: ncrowell@dsfwealthgroup.com


Overview

Neil joined the DSF Wealth Management Group, LLC (DSF) Team in 2011 as Financial Strategies Designer, analyzing the unique circumstances of clients and developing customized solutions for their financial planning needs. As the foundation of DSF’s comprehensive approach to financial planning, Neil’s role is integral to DSF’s advisers providing clients with pertinent and timely information, empowering them to make informed decisions for their personal financial plans; he assists with all aspects of the financial planning process, including retirement income planning, college funding, investment portfolio analysis, risk management, tax strategy, and estate planning strategies.

Neil researches historical market performance, monitors current market trends, keeps pace with developments in finance-related legislation, and evaluates new and ongoing product availability – all with the perspective of potential impact on individual client holdings and investment strategies and the goal of helping others to make well-informed financial decisions, enabling them to cultivate, protect, and enjoy their wealth.

Education

His education, experience, and credentials serve well in the key areas of managing risk, identifying opportunities, and diversification. Neil holds a Bachelor’s Degree in Accounting and Information Systems from Susquehanna University, and a Master’s Degree in Business Administration with an emphasis in Finance from York College of Pennsylvania. As a Certified Public Accountant (CPA) with a background in public accounting and auditing, Neil focused on the financial services industry, including banks, credit card companies, tax collection agencies, and trust companies. Transitioning from accounting to financial planning, Neil added insurance licenses and Series 7 and Series 66 Registrations to his credentials.

Personal Life

Neil and his wife, Jess, reside in York, PA with their children, Sarah and Miles. The Crowells are an active family — they enjoy attending sporting events, traveling, skiing, and running. Neil has run seven marathons and two ultra-marathons, including running the Steamtown Marathon with Jess in 2009. He was also a teammate of his DSF colleague, Ryan Franks, on the Men’s Varsity Golf Team at Susquehanna University.

Ruth L. Houseman Photo
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Ruth L. Houseman

Financial Advisor

Ruth L. Houseman

Financial Advisor

             

Ph:717-747-9815 


2291 Jonquil Rd

York, PA 17403

E: rhouseman@dsfwealthgroup.com


Ruth has seen a lot of changes in the financial services industry after almost 40 years in the business; however, one thing has remained constant: the satisfaction she gets in helping to guide her clients to and through an enjoyable retirement. She is thankful to have the opportunity to partner with so many wonderful people and develop long-term relationships with her clients. While she loves to work with individuals and families, Ruth also specializes in working with sole proprietors and small business.  

Early in her career, Ruth recognized the importance of being able to offer her clients independent and objective financial advice. In 1990, she started offering her services as an independent advisor with Locust St. Securities, which then became ING, followed by Voya Financial Advisors and today, Cetera Advisor Networks.

Previously, Ruth worked for Prudential Insurance as a Sales Manager, receiving the President's Citation Award for being one of the top offices in the country. She also successfully completed the Management Training Program with Montgomery Ward where she was promoted to Sales Manager and then to their District Office. 

Ruth is a 1978 graduate of Shippensburg University (then called Shippensburg State College) with a BSBA degree in Management.  She attended Red Lion High School in York county.

When Ruth isn’t helping clients, she loves to compete in agility trials with her current Cocker Spaniels Eli, Ike, Jr.  and previously with Bree. One of her favorite events is the Charity Challenge which takes place in August of each year with the team, aptly named “Eli’s Harem of Hope.” The Team has been awarded two second place finishes, one third, and “Most Team Spirit” each year.  In honor of Linda, they have raised over $13,000 for Penn State Hershey Cancer Institute’s “Hope for Healing Fund” which goes directly to cancer patients to help pay for gas, food, etc. so they are able to continue with their treatments.

Ruth volunteers as Treasurer/Board Member for York County Dog Training Club and also enjoys walking and golfing.

Stephen J. Avery, CFP®, ChFC®, CRPC® Photo
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Stephen J. Avery, CFP®, ChFC®, CRPC®

CERTIFIED FINANCIAL PLANNER™

Stephen J. Avery, CFP®, ChFC®, CRPC®

CERTIFIED FINANCIAL PLANNER™

Ph: 412-564-5526 x 6009
E: savery@dsfwealthgroup.com


In every encounter we either give life or we drain it; there is no neutral exchange. — Brennan Manning

Steve’s passion for helping people is evident in every aspect of his life.  Those who know him will quickly tell you about his relentless energy, positivity, and love for others.  By focusing this energy on goals and relationships, Steve has turned improbable situations into positive life experiences, both personally and professionally.

If your dream in high school was to play professional football, and you weren’t recruited by a college team, you might think that it was time to set that dream aside, right?  Steve didn’t see it that way.  As a freshman at Northern Michigan University, he walked on and secured a position as running back.  By his second semester of college he was awarded a full scholarship and went on to break the school’s all-time career rushing record.  Later, he was inducted into the Athletic Hall of Fame Class of 2005.   After graduation, he faced another challenge when he went undrafted by the NFL.  Again, his passion and grit served him well and he started in the NFL as a free agent playing for the Houston Oilers.  The highlight of his 8-year NFL career was his appearance in Super Bowl XXX as a member of the 1995 AFC Champion Pittsburgh Steelers.  The unlikely dream became a memorable era of Steve’s life and career.

After retiring from the NFL, Steve turned his energy to helping others work toward achieving their goals and dreams.  First, as a representative at AIG, Steve developed solutions for financial advisors to help their clients protect and grow their investments, but Steve wondered if he might make an even greater impact on people’s lives by becoming a financial advisor himself.  His passion for building relationships and inspiring others led him to join the team at DSF Wealth Management group, LLC (DSF).  

Steve has earned his Chartered Financial Consultant (ChFC®), Certified Retirement Planning Counselor (CRPC®), and Certified Fund Specialist (CFS®) designations, and he consults primarily with individuals and families, developing customized financial plans.  When he delivered his first financial plan and saw the look in his client’s eyes, he knew that he had made the right choice.  As a financial advisor at DSF, working directly with clients preparing for their retirement goals, Steve’s purpose and passion align perfectly with enabling others to live a better tomorrow.  Steve’s mission is to help as many people as possible work toward financial independence and the life that they dream of for themselves and their families.  

Outside of work, nothing is as important to Steve as his faith and family.  He and his wife, Sandy, have 4 children: Sophia, Olivia, John, and Judah.  The Averys are very involved in their church and have taken several mission trips, most recently to Madagascar and Uganda.   Steve enjoys music – primarily playing drums, but also guitar and piano – and motivational speaking, including sharing his message of pursuing dreams with passion. 

John W. Krumpotich Photo
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John W. Krumpotich

Financial Advisor

John W. Krumpotich

Financial Advisor

             

Ph:301-241-2276

25009 Lake Wastler Drive
P.O. Box 1072

Cascade, MD 21719

E: jkrumpotich@dsfwealthgroup.com


John believes that a financial plan is a powerful tool. From his early years in helping with his dad’s dental business, he learned first-hand that reaching your long-term financial objectives hinges on having the "right" plan- one that fits your unique circumstances and grows with you over time.

Planning your financial future can be a daunting task, and that is why John partners with his clients to better understand their goals and develop a long-term strategy. Whether your concern is paying too much in taxes, not having enough money to last through retirement, or implementing a succession plan for your small business/farm, John’s wide variety of knowledge and skills set can help you craft a tailored plan to meet your needs.

A native of Frederick County, Maryland, John was very active in sports, farming, and rebuilding classic cars. He earned a degree in Finance from Susquehanna University, where he competed in two NCAA National Championships as a member of the golf team.

John began his financial services career in 2004 with Legg Mason Wood Walker, INC where he became a registered representative holding Series 7, Series 66 registrations  and Life & Health insurance licenses. He founded Water Street Financial, LLC in 2013 where he successfully grew his personal practice, offering practical advice to businesses and individuals in all areas of financial planning and investment management. John merged his practice with the DSF Wealth Management team in 2021, partnering with long-time friends and Susquehanna University Golf teammates Ryan Franks and Neil Crowell.

John is based out of the Cascade, Maryland office. He and his family reside in Washington County, MD.

Jay G. Shaffer Photo
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Jay G. Shaffer

Financial Advisor

Jay G. Shaffer

Financial Advisor

Ph: 724-285-9700
E: jay.shaffer@ceterawealth.com

Areas of Focus

  • Life, disability, and long-term care insurance
  • Investment and retirement planning, and college education funding
  • Employee group benefits including: health, dental, and vision; payroll-deducted voluntary insurance programs; group retirement plans, such as Simple IRA, 401(k), and SEP
  • Key person and business continuation planning
  • Executive compensation plans
  • Estate conservation
  • Individualized financial plans

 Education, Experience & Awards

  • Bachelor of Science in Hotel and Restaurant Management  — Penn State University
  • Director of Food and Beverage, Marriott Hotels — 1972-1977
  • General Manager, Horn of Plenty Buffet Restaurants — 1977-1992
  • Connecticut Mutual Life Insurance Company and G.R. Phelps, Inc. — 1992-1994
  • National Life of Vermont Insurance Company and Equity Services, Inc. — 1994-2005
  • Voya Financial, Inc. and Voya Financial Advisors, Inc. — 2005-2021
  • Cetera Advisor Networks, LLC- 2021-Present
  • Associate, DSF Wealth Management Group, LLC — 2005-Present
  • Member, National Association of Insurance and Financial Advisors
  • Qualifier, Million Dollar Roundtable
    • Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

Civic and Community Activities

  • Current Board Secretary, Butler County Community College Education Foundation 
  • Current member, Butler County Tourism and Convention Bureau
  • Current member, Community Development Corporation of Butler County
  • Current volunteer, Butler Bantam Jeep Parade Committee (Guinness World record holder, June 12, 2015)
  • Founding Member, Butler County Men of Faith
  • Past Chairman, Butler County Chamber of Commerce Board
  • Past Vice Chairman of the Board, Specialty Outreach Services, a non-profit ministry serving the youth of Butler County
  • Past Chairman, Butler Downtown Economic Restructuring Committee
  • Past Chairman, Pro Football Hall of Fame Celebration Food Service Committee---Canton, Ohio
  • Past President, Tri County Restaurant Association---Canton, Ohio
  • Past Board member, Ohio State Restaurant Association

Jay and his wife, Lynn, reside in Butler County and have two children, Bradley and Lindsey, and three grandchildren, Boden, Tess and Zeke.

Mercedes N. McFarland Photo
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Mercedes N. McFarland

Financial Advisor

Mercedes N. McFarland

Financial Advisor

Ph: 412-564-5526 x 6020
E: mercedes@dsfwealthgroup.com


Smooth seas never made a skilled sailor. — Franklin D. Roosevelt

Mercedes understands first-hand that it’s the challenging times in our life that help us to grow and mold us into the people we were meant to be. Not only does this relate to Mercedes on a personal level, but it’s what drives her every day to guide her clients with the best financial planning advice.

Bringing with her a deep sense of empathy, Mercedes specializes in helping those navigating new chapters in their own life - whether it be a widow sorting her financial situation, a young family looking to establish a strong financial foundation, or a soon-to-be retiree wanting to make sure they will have enough money to last throughout retirement. 

Mercedes joined DSF Wealth Management Group after leaving her position as VP of Investments at J.P. Morgan Securities. Making the move was an easy decision. Apart from the impressive team and skillset at DSF, her purpose and passion align perfectly with enabling others to live a better tomorrow. She began her financial services career in 2016 with Federated Investors, Inc. where she became a registered representative holding Series 7, Series 66 registrations and in 2019 retained her Life & Health insurance licenses. 

A native of Bedford County, PA, Mercedes was very active in her community and has brought the same level of involvement to Allegheny County. Mercedes owns a home in West Homestead where she serves multiple nonprofits. She’s currently on the board of the Carnegie Library of Homestead and sits on the Finance Committee. She also acts as Assistant to the Treasurer on the board of the West Homestead Volunteer Fire Department. And was elected in 2021 for a four-year term as West Homestead’s Judge of Elections – district 2. 

Outside of financial planning and volunteering, Mercedes enjoys traveling, attending live plays/musicals and being at home with her rescue animals, Miles- a dog that she swears understands English and Hamilton- a cat that is either taunting his brother or finding something new to dig his claws into when not sunbathing by the backdoor.

 

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Jeannette T. Ankrom

Relationship Manager

Jeannette T. Ankrom

Relationship Manager

Ph: 412-564-5526 x 6015
E: jankrom@dsfwealthgroup.com


Jeannette joined DSF Wealth Management Group, LLC in 2019 as Client Concierge Specialist and was promoted in 2021 to a Relationship Manager. She partners with our team of advisors to assist clients throughout various stages of their financial plan.  Whether it be helping clients with their implementation paperwork, answering technology questions, or updating their beneficiaries, Jeannette’s helpful nature and attention to detail make her the perfect fit for this important role and ultimately provides our clients with an enhanced level of support.

Jeannette holds a bachelor’s degree in Business Administration from Robert Morris University.   She previously worked as a wealth advisor in a bank wealth management group overseeing the administration of estates, trusts, and investment accounts.

Jeannette is a Pittsburgh native, living in the South Hills with her husband, Bill, and their two children, Angelia and Dominic.  They enjoy spending time with their extended family and friends, organizing and enjoying neighborhood gatherings, exploring the outdoors, and traveling – especially to the beach.  Jeannette volunteers for her kids’ PTA and loves attending her daughter’s cheer games and her son’s soccer games. 

Paula A. VanDyke Photo
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Paula A. VanDyke

Relationship Manager

Paula A. VanDyke

Relationship Manager

Ph: 412-564-5526 x 6019
E: pvandyke@dsfwealthgroup.com



Paula joined DSF Wealth Management Group in March of 2022 as a Relationship Manager.  She’s happy to assist our clients in a variety of ways throughout the financial planning process – whether it be helping with paperwork, updating beneficiaries, or working with our partners. Providing exceptional service and helping to make our clients’ lives a little easier is Paula’s primary goal.  Her positive attitude and attention to detail make her the perfect fit for this important role at DSF. Plus, her experience with clients, management, and team members in a variety of fields give her the skillset to succeed in any task she takes on.

After attending Southern Illinois University, Paula began her career with Charter Communications. Over an eleven-year span, she began in customer service and ended as the Administrative Assistant to the Senior VP – Treasurer.  After taking time off to spend more time with her family, Paula worked as an Office Manager and Community Association Manager.

Paula and her husband, Paul, have been together since high school and recently celebrated their 35th wedding anniversary. They are originally from Collinsville, Illinois and have three adult children and enjoy two grandchildren.  They attend St. Frances Cabrini Catholic Church and enjoy spending time with family and friends.

Lynne M. Badstibner Photo
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Lynne M. Badstibner

Client Concierge Specialist

Lynne M. Badstibner

Client Concierge Specialist

Ph: 412-564-5526 x 6000
E: lynne@dsfwealthgroup.com



Lynne joined the DSF Wealth Management Group, LLC team in March of 2022 as a Client Concierge Specialist. If you call our office or stop by Bridgeville for a visit, you’ll receive a warm and friendly welcome from Lynne where she will be happy to assist you. In addition to helping clients, Lynne also supports our advisors and staff with a variety of office functions to help keep the place humming.

Lynne holds a bachelor’s degree in Business Administration from Indiana University of Pennsylvania and a Paralegal Certificate from Duquesne University.  She previously worked as a paralegal in a Pittsburgh law firm and in various administrative support roles at UPMC and Mellon Bank before taking time off to start a family.  In 2012, Lynne went to work at Chartiers Country Club where she remained for ten years before moving on to DSF.

Growing up, Lynne’s father was an agent with the FBI which meant frequent moves for the family of seven.  Having lived in Alabama, Florida, Virginia, and Ohio, the family settled in Pittsburgh in 1980 as Lynne was beginning high school.  In 1998, Lynne married Tom, they settled in South Fayette, and raised three children to young adulthood:  Jessica, John, and Julia.  Parishioners of Corpus Christi Parish, Lynne has taught in the church’s faith formation program for about ten years at different grade levels:  pre-school vacation Bible school, first grade CCD, and most recently 8th grade Confirmation.

Outside of work, Lynne enjoys attending musical theater productions (Hamilton!), working out with her fitness group, and taking on different projects around her house.  She also loves studying about her faith and learning new things like gardening and canning/preserving.
Carly L. Kyper Photo
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Carly L. Kyper

Client Concierge Specialist

Carly L. Kyper

Client Concierge Specialist

             

Ph: 412-564-5526 x 6018
E: ckyper@dsfwealthgroup.com


Carly joined the DSF Wealth Management Group, LLC (DSF) Team in 2020 as a Client Concierge Specialist, assisting in all facets of day-to-day operations with clients, advisors, and internal team members.  Her focus is the coordination of a great client experience.  She hopes to brighten the day of the clients she interacts with through her positive and happy nature.

Carly met Kyle in college, and they were married in May of 2014.  She is a South Hills native, and they currently reside in Robinson Township with their daughter, Kyla who was born November 2019 and their son, Coen who was born in January 2022.  Carly graduated from Waynesburg University in 2013 with a Bachelor of Science in Accounting and minors in Finance and Business management.  She was the captain of the Waynesburg volleyball and lacrosse teams and continued to coach club volleyball in Pittsburgh after graduating.   

Carly worked as a Financial Analyst at UPMC and McKesson for the first handful of years of her career. After having a great experience building a Ryan Home, Carly joined their team for a few years until deciding to stay home with Kyla when the Coronavirus shutdown happened in 2020.

She decided to join the DSF team so that she could continue her career while having flexibility to maintain a better work-life balance.

Kyle and Carly belong to The Bible Chapel where she serves as a teacher in the preschool.  She enjoys boot camp gym classes, traveling, trying new restaurants and breweries, taking the kids to the Zoo, and spending time with family and friends.

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Holly A. Crock

Director of Operations

Holly A. Crock

Director of Operations

Ph: 412-564-5526 x 6500
E: holly@dsfwealthgroup.com


Overview

Holly joined the DSF Wealth Management Group, LLC (DSF) Team in 2010. She is an accomplished senior administrator with experience in a variety of fields, including both nonprofit and for-profit endeavors in Education, Government, and Professional Services. With more than twenty years in administration and implementation of organizational strategies, Holly ensures effective business operations for the DSF Team and a wonderful operational experience for clients.

Holly strives for excellence, innovation, and growth. 

Education

While maintaining and improving DSF’s operational systems, Holly continues to learn. She is currently pursuing her Bachelor of Liberal Arts at Harvard University’s Extension School, studying Organizational Behavior, Communication, and Psychology. Through the application of new ideas, technologies, and processes, it is her aim to make systems administration a strategic partner in the changing field of finance, providing the DSF Team with the tools to educate people in making well-informed financial decisions.

Personal Life

Born and raised in Pittsburgh’s eastern suburbs, Holly has also explored and lived in various parts of the U.S., including Texas, New Mexico, and Colorado. After returning to Pittsburgh in 2009, she took up residence in the Downtown Cultural District. She enjoys the diverse culture and activities of the city, including museums, festivals, dining out with friends, and dancing salsa. Her goal to explore all of Pittsburgh’s 90 neighborhoods.

Bridget J. M. Fouse Photo
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Bridget J. M. Fouse

Director of Operations

Bridget J. M. Fouse

Director of Operations

             

Ph: 412-564-5526 x 6014
E: bfouse@dsfwealthgroup.com


Being able to help others has always been at the core of what drives Bridget. Having been a client of DSF Wealth Management Group since 2006, Bridget saw the way DSF partnered with her entire family to not only prepare them for the unexpected but also put them on the path to achieve their long-term financial goals.

Inspired by their process and the firm’s mission, “Enabling others to have a better tomorrow,” Bridget jumped at the opportunity to help others on a more personal level. In January of 2021, Bridget joined DSF Wealth Management Group as their Director of Operations.

As DSF has rapidly grown over the last few years, Bridget’s skillset and background of developing systems and evolving world-class brands aligned perfectly with what the firm needed during this crucial time period.

Bridget primarily works behind the scenes on the day-to-day operations which includes financial technology enhancements, client service improvements, human resources, and any other special projects that need to be addressed.

Prior to joining DSF, Bridget enjoyed spending over 15 years at New Pig Corporation, the world’s #1 brand of industrial absorbents and leak & spill products.  As their Vice President of Marketing, she managed their brand, helped evolve the company to compete in a digital world, and led her team into new market growth.

Bridget graduated Magna Cum Laude from Penn State University with a bachelor’s degree in Business Management and a minor in American Studies. She and her husband Andy, reside outside of State College, PA with their two children Lucy and Henry. They love spending time with their family and friends and enjoy any sport containing a ball. While their daughter continually asks for a pony, they hope to keep their pets limited to a dog Sadie and two cats Hamish and Angus. Born in St. Andrews, Scotland, Bridget loves to travel and enjoys art, photography, and staying active.


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Elliot M. Kistler

Senior Account Executive

Elliot M. Kistler

Senior Account Executive

Ph: 412-564-5526 x 6004
E: ekistler@dsfwealthgroup.com

Recognizing his father’s sound advice of “work hard; do it right,” Elliot demonstrated his proficiency as an undergrad, balancing coursework with a 30-hour work week to help finance his education.  His interest in and knowledge of financial analytics grew as a member of the Student Investment Club and culminated with a score in the 93rd percentile on the Bloomsberg Aptitude Test, which evaluates an individual’s ability to think critically on financial topics and measures readiness to excel in a business career.  Earning a cumulative GPA of 3.84, Elliot graduated Waynesburg University in 2014 with his Bachelor of Science in Finance and Accounting, ready to enter the professional field of financial services.

Joining the DSF Team in February 2015 as Client Services Specialist, Elliot provides essential back-office support, assisting our advisers with day-to-day administration of clients’ financial planning needs.  His primary role is to enhance the level of service provided to DSF clients through analytical research and operational support, and his attention to detail and desire to maximize efficiency ensures a wonderful operational experience for clients.

Elliot approaches his role with a passion for understanding how things work, and a hunger to learn and master a multitude of financial subjects.  As a member of a team providing holistic financial services, he is enjoying his first professional role in his field of study.   In 2018, he earned his Series 7 and 66 Registrations, allowing him an even deeper knowledge of the choices available to clients, and the satisfaction of helping them to build their personal financial strategies and work toward achieving financial security.

Elliot lives in Sewickley Township, PA, where he helps his parents to maintain the family’s property.  He also travels throughout the year to spend time with his brothers and their families, including his young niece and nephew.  Having played soccer throughout high school, he remains an avid fan of the sport.  His favorite team is Arsenal of the English Premier League, and his loyalty was solidified several years ago while on a family trip to England. Beyond his dedication to soccer, Elliot enjoys rooting for the Pirates, Steelers, and Penguins.

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Joseph E. Petrovich, CPA, MST

Registered Professional

Joseph E. Petrovich, CPA, MST

Registered Professional

Ph: 412-564-5526 x 6008 
E: jpetrovich@dsfwealthgroup.com


Joe joined the DSF Wealth Management Group, LLC (DSF) Team in 2019 as Wealth Design Specialist, analyzing the unique circumstances of clients and developing customized solutions for their financial planning needs.  As the foundation of DSF’s comprehensive approach to financial planning, Joe’s role is integral to DSF’s advisers providing clients with pertinent and timely information; he assists with all aspects of the financial planning process, including retirement income planning, college funding, investment portfolio analysis, risk management, tax strategy, and estate planning.

Joe monitors market trends and stays current with developments in financial and tax-related legislation, with the perspective of potential impact on individual client holdings and investment strategies.   Joe’s core belief is that a personal financial plan is exactly that – personal – and each client’s unique financial situation and preferences guide the direction of their plan.

His education, experience, and credentials serve well in the key areas of managing risk, identifying opportunities, and diversification.  Joe holds a Bachelor’s Degree in Business Management from La Roche University, and a Master of Science in Taxation from Robert Morris University.  He is a Certified Public Accountant (CPA) and has also added insurance licenses and Series 7 and Series 66 Registrations to his credentials.  Joe brings over a decade of experience in the financial services industry, including lifetime wealth management and wealth transfer strategy. 

Joe is a lifelong resident of Allison Park, where he lives with his wife, Crystal, and children, Joseph and Alyssa.  The family enjoys hiking, camping, gardening, and any adventure that brings them closer to nature.  Joe and Crystal are avid motorcyclists and they also enjoy hosting board games parties for friends.  The whole family is actively involved with the Butler County Alliance for Children – a nonprofit whose mission is to empower the community to ensure the safety, health, and well-being of children and families.

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Matt R. Sasala

Client Services Associate

Matt R. Sasala

Client Services Associate

Ph: 412-564-5526 x 6021
E: msasala@dsfwealthgroup.com



Matt’s Education and Career

The seed of a Wealth Management career was first planted during Matt’s senior year finance capstone class at John Carroll University. Matt had the opportunity to learn the ins and outs of how advisors can serve their clients by providing value to their financial lives. As with many seeds, it took some time for this one to grow and bear fruit. 

Upon graduation, Matt worked at Ernst & Young as a consultant in the People Advisory Services practice where he focused on compensation and benefits consulting. Matt later joined a renewable energy firm where he was responsible for financial modeling and a wide range of valuation services for renewable energy assets. During these experiences, Matt learned to not only provide quality work, but also approach work with a client service focus.

In 2022, Matt joined DSF Wealth Management Group where he uses his expertise to develop financial plans, manage DSF’s portfolios, and assist clients in evaluating and implementing financial planning strategies to optimize their wealth.

Personal Life

Raised in Toledo, Ohio, Matt attended John Carroll University in Cleveland, Ohio to continue his Jesuit Catholic education. Matt credits much of who he is today to the values and ideals held by the Jesuits and the Catholic Church overall. In addition to receiving an excellent education, John Carroll also introduced Matt to his wife, Jessie, on the first day of orientation. 

Matt and Jessie were married in Sedona, Arizona at the Chapel of the Holy Cross. They live in Ross Township, and are parishioners of Our Lady of Mt. Carmel Parish and attend Mass weekly at St. Sebastian Church. Matt is also an active member of the Knights of Columbus.

Outside of work, family and faith, Matt enjoys spending time in nature. Whether it’s skiing, backpacking sections of the Appalachian Trail, or visiting our country’s National Parks, Matt is always excited for an outdoor adventure. 

Sarah E. Connors Photo
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Sarah E. Connors

Client Services Specialist

Sarah E. Connors

Client Services Specialist

Ph: 412-564-5526 x 6011
E: sconnors@dsfwealthgroup.com

Sarah first worked with the founding partners of DSF Wealth Management group, LLC (DSF) for five years as Sales Coordinator, before leaving to spend several years in the travel industry.  She rejoined the DSF Team in 2013 as Client Services Specialist, administering DSF’s information systems.  Sarah is responsible for ensuring that client information is routed and archived in compliance with industry regulations, while maintaining DSF’s meticulous standards.   Sarah’s secure and efficient handling of information ensures that daily business operations flow smoothly for the DSF Team and provides a wonderful operational experience for clients. 

Sarah graduated Clarion University in 2004, earning her Bachelors of Science with a double major in Communication and Interpersonal Speech Communication, and a minor in Dance.  As much as her education is invaluable to her work, she also remains avidly involved in dance – directing, coaching, and choreographing for various dance teams and high school musicals  around the city of Pittsburgh.

Sarah is a Pittsburgh native, currently living in the North Hills with her husband, Tim, and their two young sons, Logan and Ben.  They enjoy exploring the city and surrounding areas, spending time with extended family, and traveling (especially to Disney Parks).  Sarah also enjoys reading, and despite her busy family life, she manages to keep up with her book club and the latest releases in popular fiction.