The Dill Wealth Management Group

Photo of Founder and CEO John E Dill

John E Dill

CFP®, CPWA®, ChFC®, CAP®, RICP®

Founder and CEO

Photo of Chief Financial Officer Daniel Plantamura

Daniel Plantamura

ChFC®, RICP®, WMCP®

Chief Financial Officer

Photo of Director of Wealth Management Services Sarah Hooley

Sarah Hooley

AAMS®

Director of Wealth Management Services

Photo of Investment Operations Associate Brooke L Donnelly

Brooke L Donnelly

Investment Operations Associate

Photo of Associate Wealth Management Advisor Mateusz S Koszarek

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.

Photo of Associate Wealth Management Advisor Dane Zeller

Dane Zeller

RICP®, WMCP®, CRPS®, AAMS®

Associate Wealth Management Advisor

Photo of Director of Insurance Services Melissa Mutters

Melissa Mutters

Director of Insurance Services

Photo of Wealth Management Advisor Matthias Pope

Matthias Pope

MBA, RICP®

Wealth Management Advisor