Akron, OH
Meet Our Advisory Team
Our Akron Advisory Team
Managing Directors
Daniel Bloom, CFP®, CEPA, NSSA®
Partner, Managing Director
Matthew Jentner, CFP®, CPA
Partner, Managing Director
Seth Jentner, CFP®, MBA
Partner, Managing Director
Wealth Advisors, Client Service, and Operations
Gena Gonzalez, FPQP®
Office Manager
Jacinta Pikunas
Associate Wealth Advisor
Jesse Lazar, CFP®
Senior Associate Wealth Advisor
Linda Bentlage
Director of Operations
Will Smith, CFP®
Senior Associate Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Akron team if we can be of service.