Elliot M. Kistler

Elliot M. Kistler

Client Services Specialist

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 advisors 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. He anticipates earning his Series 7 and 66 Registrations, which will allow 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, as well as hunting.

Phone 412-564-5526 x 6004
Fax 412-564-5531