Dill Wealth Management Group
John E Dill
Founder and CEO|CFP®, CPWA®, ChFC®, CAP®, RICP®

The Dill Wealth Management Group




Mateusz S Koszarek
CFP®, ChFC®, ChSNC®, CLU®
Associate Wealth Management Advisor
Mat began building his financial planning career in 2016. His desire to offer clients a unique planning experience led him to join Dill Wealth Management Group in May 2022. Going against the status-quo of the industry, Mat believes an advisor ought to help their clients think wholistically; offering financial counsel in all areas of a client’s life to preserve them from living a life of regret.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Mat focuses on retirement planning. Additionally, as a Chartered Special Needs Consultant (ChSNC®), he helps guide families through the intersection of financial and government benefits to establish a multi-generational plan for children that have special needs.
Mat is married to Trish since 2017 and they have five children.


