Our experienced team is dedicated to your success. With decades of combined expertise, we bring insights that matter to your financial well-being. It is our mission to help you realize financial freedom by building confidence in your plan as you move towards financial independence.
We 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.
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.
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 PLANNER® 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, began her career at Drayer Physical Therapy in Moon Township after completing a doctoral degree in Physical Therapy at Saint Francis University. Matthew, their son, is continuing his education at Drexel University College of Medicine in pursuit of being a Doctor of Medicine (MD). 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’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? At a young age, Ryan’s dad, John, gave him the advice to, “always pay yourself first.” John worked in a bank and had seen the power of saving a little each paycheck and the profound impact that could have on one’s life – those that saved had a greater sense of financial freedom while those that cashed-in their paycheck each week continued working well into their later years.
Seeing that financial planning could dramatically improve lives, Ryan knew that he wanted to make a career of helping others manage their money. When he later became the co-founder of DSF Wealth Management Group, he made the company’s mission, “enabling others to have a better tomorrow.” Today, Ryan continues to build a team of financial and support professionals who share in this belief.
Now that Ryan has been in the business for over 20 years, his desire to help others has never wavered. He considers it a great honor and privilege to be a trusted partner of his clients to help them work towards their financial goals. Whether it be welcoming a new baby into the world, celebrating retirement, or grieving with them at the loss of a loved one, Ryan wants to be by their side for all of life’s milestones.
Ryan specializes in working with retirees, business owners, and families. Communication is at the center of his approach with his proactive outreach and regularly-scheduled reviews to ensure their plan is evolving to meet their changing needs. Where some firms push particular products, the DSF approach develops a comprehensive financial plan based on the client’s financial goals, including tax, retirement and estate planning. As an independent firm and a fiduciary, Ryan’s clients’ needs are always put above all else.
Originally from Huntingdon, PA, Ryan attended Susquehanna University where he obtained a Bachelor of Science in Business Finance and was a member of the Varsity Golf Team. Ryan achieved his CERTIFIED FINANCIAL PLANNER® Certification, and he’s added the Chartered Financial Consultant™ (ChFC®) Designation and the Chartered Life Underwriter (CLU) Designation.
Outside of work, Ryan and his wife, Valerie, maintain a busy household in Bethel Park, PA with their children, Dante (15) and Ella (13). Dante decided to hang up his ice hockey skates to get more involved with volleyball and hunting with Ryan and John. Ella enjoys skating with her girls’ SHAHA hockey team. They are members of the South Hills Bible Chapel. When not attending various sporting and school events, the Franks family love spending time with family, friends, and their Red Lab, Millie.
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 throughout the state. He is also involved with his alma mater, Susquehanna University where he loves paying it forward by counseling the next generation of financial advisors.
Ph: 412-564-5526 x 6007
E: kkyper@dsfwealthgroup.com
Kyle is a co-owner and managing partner of DSF Wealth Management Group, where he uses his passion for coaching and teaching to help his clients and co-workers succeed. Whether he is providing his clients with financial planning services to help them realize financial freedom or growing and developing the team of advisors and support staff at DSF, his focus is always to enable everyone to have a better tomorrow.
Kyle joined DSF in 2013 thanks to inspiration from his friend and business partner, Ryan Franks, and he has played a key role in the firm’s growth from a small team to a group of over 25. He is a CERTIFIED FINANCIAL PLANNER® who provides planning advice to clients living all over the country. In recent years, he has worked closely with Bridget Fouse and the DSF team to create systems and efficiencies to deliver more value to clients and team members, which has enabled the firm to experience and manage tremendous growth. Kyle has been recognized as part of Cetera Financial Group's Circle of Excellence since 2021.
In addition to his role at DSF, Kyle is also the founder and chairman of the 4:12 Foundation, established in 2020 with the help of his wife Carly, and co-workers Bridget Fouse and Ryan Franks. The non-profit shares God’s love with others by providing financial support and encouragement to families facing hardship in Western and Central Pennsylvania. In its first four years of existence, the 4:12 Foundation provided over $400,000 in financial grants to over 120 families and is growing quickly.
Kyle’s career began in the insurance industry, following his graduation from Waynesburg University, where he earned a Master’s in Business Administration. During his time there, he played football and golf, founded the Student Investment Club, and later served as a graduate assistant football coach. It was after graduation that Kyle discovered his ability to merge his passions for coaching, teaching, and finance into a career focused on building long-term relationships with clients and co-workers.
Kyle lives in Robinson Township with his wife Carly and their two children, Kyla and Coen. They are active members of the Bible Chapel and Chartiers Country Club. Kyle enjoys exercising at D1 Fitness, golfing, and traveling with friends and family. He also supports his alma mater by speaking to students and faculty about financial planning.
The Cetera Financial Group's Circle of Excellence recognition, 2021-2025, is not a guarantee of future investment success and should not be construed as an endorsement of by any client. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.
Registered Representative offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC: CA Insurance License #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. DSF Wealth Management Group, LLC is not a subsidiary of nor controlled by Cetera. CA Insurance License # 4024738.
Ph: 412-564-5526 x 6005
E: ncrowell@dsfwealthgroup.com
As Chief Investment Officer, Neil has led the development of the DSF Investment Management Process that took the company from a small, start-up in 2011 to one of the largest independent financial advising firms under the Cetera Wealth Partners* umbrella, granting him accolades to speak at national conferences about his efforts. Neil recognized early on that a sustainable, investment management approach, built on sound principles, financial industry knowledge, and continual market research, would help to optimize clients’ wealth in the long-term and prevent them from taking an emotional response to the ever-changing market conditions.
In addition to his oversight on DSF’s Investment Management Committee, Neil is the Director of Advanced Planning where he partners with Financial Advisors to develop financial plans for complex scenarios. He understands that the number of financial options can be overwhelming, so he strives to provide clients with all of the information they will need to make informed decisions on how to manage their money. Financial planning goes beyond just looking at ways to optimize your wealth. A truly comprehensive approach includes presenting strategies on how to pay less in taxes, mitigate your risk, manage your cash flow, protect your family and ultimately provide a legacy for the next generation.
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. It was during his time on Susquehanna’s Varsity Golf team that he met DSF co-founder Ryan Franks. He started his career in public accounting and auditing where he obtained Certified Public Accountant (CPA) designation, one he still holds today.
Neil and his wife, Jess, reside in York, PA with their children, Sarah and Miles. The Crowells enjoy attending sporting events, traveling, skiing, and running. Neil has run ten marathons and two ultra-marathons, including the Steamtown Marathon with Jess in 2009, and the Boston Marathon in 2018. As a volunteer for the major professional golf tours, Neil has been inside the ropes as a walking scorer for some of the game’s top players and celebrities.
*Cetera Wealth Partners is a region of Cetera Advisor Networks LLC.
Jay and his wife, Lynn, reside in Butler County and have two children, Bradley and Lindsey, and three grandchildren, Boden, Tess and Zeke.
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. In 2024, Mercedes obtained the gold standard in Financial Planning as a CERTIFIED FINANCIAL PLANNER®.
Outside of financial planning, Mercedes enjoys volunteering, hiking, attending live musicals, gardening, and above all – spending time with her fur-babies, Miles and Hamilton.
A goal without a plan is just a wish. ~ Antonie de Saint- Exupéry
Nick believes that having a plan is one of the most powerful tools to help individuals stay on track to achieve their personal and financial goals. He is committed to investing the time up-front to get to know his clients and to learn what’s meaningful to them and their future. Assisting clients in building a tailored plan to meet their specific needs is always a top priority, and while having a financial plan is a great first step, Nick believes monitoring and updating the plan matters even more. If his clients are worried about changes in the tax code, generating enough income, or navigating the volatility of the stock market, Nick is always there to help make sure clients stay on track.
Nick joined DSF Wealth Management Group in 2024 soon after leaving his position as Senior Financial Advisor with another wealth management firm in Tampa. The culture at DSF made the choice an easy one for Nick, as well his belief in their core principle: “to enable our clients to have a better tomorrow.”
Nick graduated from Penn State University, University Park with a Bachelor of Science in Recreation, Park, and Tourism Management where he was a member of the PGA of America organization and participated in THON, the largest student-run philanthropy in the world. He began his financial services career in 2016 with Merrill Lynch, Bank of America where he became a registered representative holding Series 7 and 66 securities registrations, along with life, accident, & health insurance licenses. Nick added the CERTIFIED FINANCIAL PLANNER® designation to his credentials to better help clients navigate changes in the industry.
Prior to beginning his career in finance, Nick worked at Augusta National, Oakmont, and The Creek Club golf clubs. During this time, Nick had the opportunity to learn excellent customer service that is fundamental at these notable clubs. The mastery of this skillset has now transitioned to servicing DSF clients.
Nick currently resides in Washington County with his fiancé, Sydney, and their dogs, Mia and Oliver. You’re likely to spot Nick on a Saturday morning run with Sydney, or on the links on any given Sunday enjoying a round of golf with family and friends. Nick enjoys travelling around the world and is always looking for an excuse to explore a new country. He is also an avid sports fan cheering on the Pittsburgh Steelers or Penn State Nittany Lions.
Helping people is at the core of J.W.’s motivation to be in financial services. After completing several internships in the accounting field in college, J.W. knew a change in career plan was needed. During a local golf tournament, he was randomly paired with Kyle Kyper, which led to J.W. joining DSF Wealth Management Group in 2022. This career path became much more fulfilling as it allows him to directly help others to pursue their financial goals.
J.W. attended Saint Francis University, in Loretto, PA, attaining a Bachelor of Science in both Finance and Accounting, as well as a Master of Business Administration during his 5 years on campus. In this time, he was actively involved in several activities and clubs, including being a 5-year member of the Division I golf team, two years of which he was a captain. J.W. was also an active member of the Saint Mathews Investment Club, as well as a founding member of the Accounting Club.
J.W. lives in Peters Township where he was born and raised. In his free time, you are most likely to find him playing golf at Nemacolin Country Club in Beallsville or doing any number of other outdoor activities including skiing and shooting trap, all accompanied by family and friends. J.W. is also an avid sports fan, spending most of his fall weekends cheering on the Pittsburgh Steelers or Penn State Nittany Lions, in addition to the Penguins and Pirates.
Alex’s dedication for helping others led her to make a career shift, and in the fall of 2023, she joined DSF Wealth Management Group. While she remains passionate about the technical side of investing, Alex wanted to move away from institutional wealth in order to develop deeper and more meaningful connections in her daily activities. Her role as a Financial Advisor allows her to do just that, as she is able to put faces to the names of those she serves, including clients, prospective clients, and other financial advisors within the DSF team.
In her previous role, Alex served as a Portfolio Manager for institutional clients at BNY Mellon. In this role, she acted with discretion for pension plans and foundations regarding the day-to-day administration of plan assets, including trading, portfolio design, asset allocation, and risk management. Prior to this, Alex served as a Business Development and Consultant Relations Analyst for Mellon Capital.
Alex graduated cum laude from University of Pittsburgh in 2012 with a Bachelor’s Degree in Accounting, and a minor in Studio Arts. She is a proud alumni of the Phi Beta chapter of Chi Omega Fraternity, of which she served as treasurer in 2011. Alex has earned Series 7, 63, and 65 designations from FINRA, and the Investment Foundations Certificate from CFA Institute. As a natural student and lifelong learner, Alex is currently attending University of Scranton for her Master’s Degree, with a specialization in Forensic Accounting.
While Alex grew up in the Philadelphia area, she has lived in Pittsburgh for the last 15 years. She currently resides in the south hills with her fiancé, Sean, and their dog Sophie. In her free time, she enjoys staying active, reading, and spending time outdoors.
Integrity, discipline, and preparation. These words are Brandon’s core beliefs that structure his entire life.
Brandon has been in leadership and coaching roles his entire career. He started in the highly competitive field of college athletics as a strength coach and operations director, most recently at the United States Naval Academy, University of Alabama-Birmingham, and Penn State University.
No stranger to building and preparing plans, Brandon took his skill set and now applies it to helping individuals, families, and business owners as they work towards obtaining their financial goals. Brandon joined DSF Wealth Management Group in September 2023 and obtained his Series 7 and 66 security registrations, along with his life, accident, and health insurance license.
“I am blessed and humbled to be a part of the DSF team. The caliber of people that have been assembled at DSF was the reason why I wanted to work at this firm. My goal is to build long-lasting relationships with my clients and positively impact their lives.”
Originally from Huntingdon, PA, Brandon graduated from Juniata College in 2010 with a Bachelor of Science in Management and Marketing. He was a four-year starter on the Juniata football team and two-year team captain. In his free time, Brandon loves spending time with his family and friends, trips to the beach, and other outdoor activities.
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 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 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.
Jackie joined DSF Wealth Management Group as a Client Services Associate in 2024. Her primary role is to ensure clients receive exceptional service throughout their financial planning journey with us. As changes naturally arise—whether updating beneficiaries, changing an address, updating a name, or modifying banking information—Jackie is here to make these adjustments smooth and effortless. Her attention to detail and commitment to accuracy make her an invaluable resource, taking what can be a cumbersome process and transforming it into an easy, stress-free experience. With Jackie by their side, clients feel supported every step of the way.
She comes to DSF with two years of experience in the financial sector, where she developed strong customer service skills and a solid foundation in financial principles. Jackie started her career as a teller at a small regional bank in upstate New York and then advanced to a banker at PNC. She is passionate about building connections with clients, always striving to be the trusted partner they can count on.
A native of Pittsburgh, Jackie now resides in South Fayette with her husband and their dog, Remi. Outside work, she loves reading, hiking, spending quality time with friends and family, taking road trips, relaxing by a bonfire, and playing the piano. Together with her husband, Jackie actively participates in church activities, contributing their time and skills to community outreach programs and engaging in fellowship with other members.
Diane joined DSF Wealth Management Group as a Client Services Associate in 2024. Whether you're a new client working with us for the first time or a long-standing client we’ve known for years, Diane is here to ensure that new accounts are handled with precision and care. She collaborates closely with clients and their financial advisors to ensure that money is transferred accurately and efficiently. Her unmatched attention to detail and commitment to transparency provides clients with confidence in the implementation of their financial plans. She is dedicated to delivering an exceptional experience for both DSF clients and colleagues, keeping everyone informed every step of the way.
Diane brings over a decade of experience in client services, operations, administration, and project management, including almost ten years in various roles at BNY Mellon and three years at a Registered Investment Advisor (RIA) firm. She is passionate about continuously expanding her knowledge and skills to stay at the forefront of the financial services industry.
Earning a Bachelor of Arts in Foreign Languages from West Virginia University in 2010, Diane went on to complete her Master of Business Administration at Southern New Hampshire University. Originally from West Virginia, Diane resides in Pittsburgh with her husband, Andy, and their two children, Davey and Elizabeth. In her spare time, she enjoys spending time with her family, working on home improvement projects, and gardening.
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.
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.
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, Elliot provides essential back-office support, assisting our advisers with day-to-day administration of clients’ 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 support, 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 supporting the advisors who help 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.
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.
Ph: 412-564-5526 x 6021
E: msasala@dsfwealthgroup.com
Matt's passion for wealth management took root during his senior year at John Carroll University, where a finance capstone course sparked his interest in how advisors enhance their clients' financial well-being. This initial inspiration grew over time into a rewarding career.
After graduating, Matt joined Ernst & Young in the People Advisory Services practice, specializing in compensation and benefits consulting. He later transitioned to a renewable energy firm, where he honed his financial modeling skills and provided valuation services for renewable energy assets. These experiences solidified his client-first approach and refined his ability to deliver high-quality solutions.
In 2022, Matt joined DSF Wealth Management Group, where he earned his CERTIFIED FINANCIAL PLANNER® certification. As a Registered Representative, he focuses his efforts behind the scenes by supporting financial advisors in taking a holistic view of their clients’ financial picture, developing tax-efficient distribution planning for retirement. He understands that the array of financial options can be overwhelming, so he strives to provide presentations to advisors with clear, comprehensive information while ensuring that he is staying up to date with market trends and changes in financial and tax legislation.
Born and raised in Toledo, Ohio, Matt continued his Jesuit Catholic education at John Carroll University in Cleveland, a place that shaped his values and introduced him to his wife, Jessie, on their first day of orientation.
The two were married in Sedona, Arizona, at the Chapel of the Holy Cross. Today, they reside in Cranberry Township with their beautiful daughter, Sophie. Parenthood has brought a new sense of joy and fulfillment to Matt's life. Watching Sophie grow and experience the world for the first time has deepened his appreciation for family and the importance of nurturing a strong foundation for the future.
Matt and his family are active parishioners of Divine Grace Parish, where faith plays a central role in their lives. Outside of work, family, and faith, Matt is passionate about outdoor adventures. Whether skiing, visiting the wonderful parks of Western Pennsylvania, or exploring the country's National Parks, he’s always seeking new ways to connect with nature and create lasting memories with his family.
Ph: 412-564-5526 x 6014
E: bfouse@dsfwealthgroup.com
Bridget has always been motivated by a desire to help others. As a client of DSF Wealth Management Group since 2006, she experienced firsthand how DSF made a difference with her entire family —not only preparing them for the unexpected but also guiding them toward their long-term financial goals.
Inspired by the firm’s mission, 'Enabling others to have a better tomorrow,' Bridget seized the opportunity to change career paths and focus on this meaningful line of work. In January 2021, she joined DSF Wealth Management Group as the Director of Operations. With the firm experiencing rapid growth and expansion, Bridget’s expertise in scaling organizations, developing systems, and evolving world-class brands aligns perfectly with DSF’s needs during this pivotal period.
Bridget primarily works behind the scenes on day-to-day operations and the firm's strategic direction, which include financial technology enhancements, client service improvements, hiring and onboarding, and special projects that arise. Since joining the firm, she has earned her Series 7 and Series 66 registrations, becoming a Registered Professional, and has obtained her Pennsylvania Life, Accident, and Health Insurance license. This extensive knowledge enhances her understanding of the financial services industry, allowing her to better serve DSF and ultimately the clients.
Before joining DSF, Bridget was the Vice President of Marketing for a B2B industrial supplier, where she managed the brand, adapted the company to compete in a digital world, and led her team in pursuing new market growth. She graduated Magna Cum Laude from Penn State University with a Bachelor of Science in Business Management and a minor in American Studies.
Bridget and her husband, Andy, live outside State College, PA, with their two children, Lucy and Henry. They enjoy spending time with family and friends and are busy with their kids' activities. While their daughter continually asks for a horse, they prefer to keep their pets limited to a dog named Sadie and two cats, Hamish and Angus. Bridget is the President of the Juniata Valley Girls’ Basketball Booster Organization and serves as the Vice-Chair for the 4:12 Foundation. Born in St. Andrews, Scotland, she loves to travel and enjoys art, photography, and staying active.
