- Personal financial planning
- Investment management
- Business-succession planning
- Risk management
- Charitable and legacy planning
Daniel manages financial-planning activities for clients of Jentner Wealth Management. His areas of expertise include retirement, estate, business-succession, legacy, and charitable-gift planning.
Daniel began his career with American Express Financial Advisors and later worked as a Vice President of Investments for JPMorgan Chase. In 2009, Daniel founded Living Well Financial Group, a financial services firm dedicated to providing comprehensive financial advice. Daniel became part of the Jentner team in 2014.
Daniel is on the Professional Advisor Council for the Akron Community Foundation and is a member of the Financial Planning Association. He was president of the Akron Tax and Estate Planning Council. Daniel is also a member of the Clear Fork River Chapter of Trout Unlimited, dedicated to conserving, protecting, and restoring Ohio’s cold-water fisheries and watersheds. He also serves on the Board of Trustees for Community Vineyard Church in Northeast Ohio.
Daniel received his CERTIFIED FINANCIAL PLANNER™ certification in 2009, National Social Security Advisor in 2014, and Certified Exit Planning Advisor in 2022. He holds a Bachelor of Arts in business administration from Malone University.