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