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.