Meet Our Advisory Team

Daniel is a Partner and Managing Director of the Beacon Pointe Akron, OH office, where he helps clients navigate the complexities of retirement planning, estate planning, business succession, legacy, and charitable gift planning. With a client-first, values-driven approach, Daniel works with individuals and families to build customized strategies that support long-term financial goals and meaningful legacies.

Daniel began his career at American Express Financial Advisors and went on to serve as Vice President of Investments for JPMorgan Chase. In 2009, he founded Living Well Financial Group, a boutique advisory firm focused on holistic wealth planning. He joined the Jentner Wealth Management team in 2014, which merged with Beacon Pointe Advisors in 2025.

Daniel is a CERTIFIED FINANCIAL PLANNER® (CFP®), a National Social Security Advisor (NSSA®), a Certified Exit Planning Advisor, and holds a degree in Business Administration from Malone University. Daniel is actively engaged in his community, having served on the Professional Advisor Council for the Akron Community Foundation, is past president of the Akron Tax and Estate Planning Council, and currently serves on the Board of Trustees for Community Vineyard Church. Daniel also served honorably in the Ohio Army National Guard as a 19Delta Cavalry Scout from 1989 to 1995. He has worked with disabled veterans under the Financial Planning Association Pro Bono Program. Outside of the office, Daniel enjoys traveling with his wife to visit their three grown children across the country, and never passes up the chance to squeeze in a round of golf.

Matthew is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing extensive experience across accounting, banking, and wealth management. His diverse professional background and education contribute to a well-rounded, client-focused approach to comprehensive wealth planning. Matthew has expertise in navigating the intricacies of business succession and legacy planning for high-net worth business owners and families.

Matthew began his career as a tax accountant with BCG & Company before serving as controller and sales manager for the Walter H. Drane Company. He then transitioned into commercial banking, where he worked as a loan officer for CFBank. Matthew then joined Jentner Wealth Management in 2010. In 2025, Matthew and his team joined Beacon Pointe Advisors through the acquisition of Jentner Wealth Management.

Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER® (CFP®) in 2010 and holds a degree in Accountancy from the University of Akron. He is also a member of NAPFA, the country’s leading association of fee-only financial advisors and was recognized with the Greater Akron Chamber’s 30 for the Future Award in 2014.

He is deeply committed to community engagement, serving on the Board of Directors for the Shelter Care Foundation, supporting mental health services for youth. He is also a member of Westfield Bank’s Community Development Board and a graduate of the Akron Community Foundation’s Institute for Emerging Philanthropists. His past leadership includes serving as Chairman of the Board of Humility of Mary Housing, Inc. and board roles with Mercy Economic Development International Corporation, Jump on Board for Success, and Young Professionals of Akron. He is also an alumnus of TorchBearers and a former member of the Great Akron Chamber’s Small Business Council.  Outside of the office, Matthew enjoys contributing to causes that strengthen his local community, coaching youth hockey, hiking, reading, and spending time with wife and four children.

Seth is a Partner and Managing Director of the Beacon Pointe Akron, OH office, bringing a strong background in investment portfolio design and a client-centric approach to wealth management. He works directly with clients to deliver personalized financial guidance tailored to their unique goals and has experience addressing the specialized needs of clients with citizenship outside the United States. Seth integrates operational efficiency, emerging technologies, and data-driven strategies to streamline processes and elevate the client’s experience.

In 2001, Seth was part of a select group of 75 Americans chosen for an exchange program sponsored by the U.S. Department of State, allowing him to study and work in Germany for a year. He continued his international career as an engineer with the Goodyear Tire and Rubber Company, working in both Europe and the U.S. He transitioned into the financial services industry by joining Jentner Wealth Management in 2008, which joined Beacon Pointe in 2025.

Seth holds a MBA from Indiana University’s Kelley School of Business, graduated summa cum laude with a bachelor’s in chemical engineering and a minor in entrepreneurship from the Univeristy of Akron, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Outside of the office, Seth serves on the Board of Directors for the Revere Power Pack Program, an initiative aimed at providing weekend meals to children in the Revere community. He is also fluent in French and German. Seth enjoys playing and coaching hockey, traveling with his family, and learning languages.