- Wealth management
- Estate planning
- Retirement planning
- Charitable giving and tax issues
- Banking, accounting, and financial services
Matthew oversees Jentner’s wealth-management process and is responsible for client relationships and overseeing the Jentner client experience. He also leads business development and marketing activities locally and nationally for Jentner’s various business segments.
His work experience spanning multiple disciplines, including accounting, banking, and wealth management, along with his education provide him with a strong financial and customer service background. Prior to joining Jentner, Matthew worked as a commercial loan officer for CFBank; was the controller and managed sales for the Walter H. Drane Company; and was a tax accountant for BCG & Company.
Matthew actively pursues community involvement. He is a member of the Board of Directors for the Shelter Care Foundation, which provides mental-health services for youth with emotional, behavioral, or social problems. He is also a member of Westfield Bank’s Community Development Board. Matthew is also a graduate of the Akron Community Foundation’s Institute for Emerging Philanthropists, which helps educate the next generation about strategic charitable giving. Matthew received the Akron Chamber’s 30 for the Future Award in 2014, an award honoring young professionals whose contributions impact their industries and the greater Akron region.
Matthew previously served as chairman of the Board of Directors for Humility of Mary Housing, Inc, which strengthens individuals and families’ self-sufficiency through advocacy, supportive services, and quality housing. He has also served on the Board of Directors for Mercy Economic Development International Corporation, Jump on Board for Success, and Young Professionals of Akron; was a member of the Greater Akron Chamber’s Small Business Council; and is an alumnus of TorchBearers.
Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. He is a member of NAPFA, the country’s leading association of fee-only financial advisors. He holds a degree in accountancy from the University of Akron.