Meet Our Specialists

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    Matthew C. Jessup

    Chief Executive Officer,
    Managing Partner

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    Taylor Ledbetter

    Wealth Advisor

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    Sydney Huck

    Client Service Associate

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    Kellie Endres

    Executive Assistant

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    Mark McEvily

    Chief Investment Officer,
    Managing Partner

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    Nick Whitaker

    Director of Research

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    Sarah Grant

    Client Service Associate

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    Nicole Knoblach

    Executive Assistant

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    Aaron Cramer

    Wealth Advisor, CFP® Professional

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    Jenna Rittenhouse

    Director of Marketing

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    Megan Coleman

    Client Service Associate

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    Louis

    Office Dog

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    Matthew C. Jessup

    Chief Executive Officer, Managing Partner

    Matthew started in the financial planning industry in August 1999 with UBS Financial Services. He majored in financial services and graduated from Wright State University in 2004. After college, he started to build his client base, learning the wealth management business from the ground up. In November 2009, he separated from UBS and founded Jessup Wealth Management in Oakwood, Ohio.

    Matthew resides in Oakwood with his wife, Rachel; sons, Rowen and Micah; and daughter, Evelyn. Matt and his family attend Church of the Cross in Kettering and has been active on several nonprofit boards over the years, including the Ronald McDonald House of Dayton, Human Race Theatre, Dayton Art Institute’s Planned Giving Council, and Oakwood City Schools Foundation. Matthew has been recognized by Commonwealth as a Chairman's Level advisor in 2021* and has also been named a Five Star Wealth Manager** in Cincinnati Magazine. Matthew was named to the Dayton Business Journal’s 40 Under 40*** and Emerging Leaders lists in 2020.  Matthew has been most recently honored as Forbes' Best-In-State Wealth Advisors**** for 2022. At the office, Matthew is usually accompanied by his dog Louis.

    *Matt Jessup is proud to have been recognized as a Chairman’s Level advisor for a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network.Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

    **Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,667 Cincinnati wealth managers were considered for the award; 427 (26 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

    ***The Dayton Business Journal's 2020 40 Under 40 award recognizes young professionals in the Miami Valley and is based on their professional accomplishments, community leadership, and awards and milestones. This award is not specific to financial services.

    **** According to Forbes,  a leading financial publication, “ the ranking reflects the most prestigious financial advisors in each state. List makers are determined based on Each advisor—selected by SHOOK Research—is chosen based on “an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.”  for more information, please visit https://www.forbes.com/best-in-state-wealth-advisors 

    Q&A with Matthew Jessup

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    Mark McEvily

    Chief Investment Officer, Managing Partner

    Mark is the second managing partner to join the firm, doing so in the fall of 2015. Originally from Rochester, New York, Mark moved to the Midwest to study finance at the University of Dayton, where he met his wife, Kenzie. While a student, Mark helped manage the Flyer Investment Fund, a $22 million fund of the university’s endowment, as the consumer staples and discretionary analyst. In the summer of 2015, he worked for Charles Schwab in Phoenix, Arizona, at an elite RIA program, where he was one of 11 selected out of 150+ applicants. Mark stays active in the community by meeting with student business organizations at the University of Dayton. He is a member of Holy Angels Church and sits on the Board of Directors at Dayton Country Club. Mark was recently recognized in the Dayton Business Journal’s 40 Under 40 Awards for 2022*

    Mark has a twin brother, who lives in Columbus, Ohio, and a younger brother, who attends the University of Dayton. Sports have always been a major part of Mark’s life, and he still enjoys them today. He played ice hockey and golf throughout high school and joined the club golf team at the University of Dayton for a year. He still enjoys playing golf and watching sports during his free time, especially the Buffalo Sabres and the Washington Commanders. Mark and Kenzie enjoy traveling, testing out new recipes in the kitchen with their favorite wines, and playing with their basset hound, Maple.

    *The Dayton Business Journal's 2022 40 Under 40 award recognizes young professionals in the Miami Valley and is based on their professional accomplishments, community leadership, and awards and milestones. This award is not specific to financial services.

    Q&A with Mark McEvily

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    Aaron Cramer

    Wealth Advisor, CFP® Professional

    Aaron joined Jessup Wealth Management as an intern in June 2017, the summer after his sophomore year at Miami University. He graduated from the Farmer School of Business, where he studied finance. While at Miami University, Aaron was one of 40 students to participate in Miami’s Wall Street Week program. During this program, Aaron was able to work with Miami alumni and see the inner workings of the New York Stock Exchange. *Aaron is now the firm's first Certified Financial Planner™ professional. Aaron is from Cincinnati, Ohio, and enjoys playing guitar, fishing, boating, and spending time with his wife, Michaela, and their dog, Jasper, a Great Pyrenees mix.

    *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Q&A with Aaron Cramer

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    Taylor Ledbetter

    Wealth Advisor

    Taylor joined the Jessup Wealth Management team in July 2020 as a financial planning intern. In 2021, she graduated from Wright State University with a double Bachelor’s Degree in Financial Services and Accounting. Taylor also has an Associate’s Degree in Business Administration from Sinclair Community College. While at Wright State, Taylor was directly involved in Wright State’s Finance Club, serving as one of the board members. Taylor and a few other board members held fundraisers to take a class trip to New York. While there, she experienced the New York Stock Exchange, Bloomberg, Market Axess, and other financial institutions. Before working at Jessup, Taylor held a seasonal tax internship for the 2020 tax season. Taylor currently resides in Beavercreek, Ohio, with her boyfriend, Andrew. She enjoys spending time outdoors, traveling, lifting, and hanging out with family and friends.

    Q&A with Taylor Ledbetter

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    Nick Whitaker

    Director of Research

    Nick joined Jessup Wealth Management in April of 2021. He made the move from Raleigh, North Carolina to Dayton, Ohio to be our Director of Finance. Nick graduated in 2015 with a bachelor’s degree from the University of North Carolina in Business Administration. Nick already has extensive experience in our field. He held the titles of Global Markets Intelligence- Lead Analyst and Senior Associate since gradutation. In 2014, before he got his official start in the industry, Nick interned with us at JWM. We are ecstatic to have him on as a full-time employee. Nick’s interests include: guitar, health and fitness, basketball and soccer.

    Q&A with Nick Whitaker

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    Jenna Rittenhouse

    Director of Marketing

    Jenna joined Jessup Wealth Management in July 2020 after graduating from Wilmington College with a Bachelor's Degree in Equine Business Management. Jenna also has an Associate’s Degree in Human Nutrition/Dietetics from Sinclair Community College. Jenna has previously worked as an equine barn manager, veterinary assistant, and dance teacher. Jenna grew up in Bellbrook, Ohio, and currently resides in Miamisburg, Ohio with her boyfriend, Elijah. She enjoys dancing, traveling, playing with her dogs, Bamboo and Penny, and training her horse, Fiona.

    Q&A with Jenna Rittenhouse

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    Sydney Huck

    Client Service Associate

    Sydney joined Jessup Wealth Management in November 2019 as our client service associate. Prior to working at Jessup, Sydney worked as a U.S. Air Force medic in Germany, where she helped care for wounded soldiers, and in Alaska, where she helped care for veterans. Sydney has an associate degree in applied science in radiologic technology and worked as a radiographer in New Mexico and Ohio. Sydney resides in Oakwood with her husband, Josh; daughter, Celeste; son, Rory; and dogs, Lola and Dwight. She enjoys hiking, traveling, spending time with family and friends, and being outdoors.

    Q&A with Sydney Huck

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    Sarah Grant

    Client Service Associate

    Sarah joined Jessup Wealth Management’s team in March of 2020 as a receptionist and worked her way up to her current position as a Client Service Associate. Prior to working at JWM, Sarah was an office leader at a local gymnastics center, where she still works as the competitive gymnastics team coach. Along with coaching at a local gymnastics club, Sarah is also the assistant coach for the Centerville High School Gymnastics team. In May of 2018, Sarah received her bachelor’s degree from Mount Vernon Nazarene University majoring in Middle Childhood Education. Sarah grew up in Centerville but currently resides in New Lebanon with her husband, Andrew, and her two black cats, Slim and Phoebe. Sarah enjoys coaching, shopping, learning new things, visiting local coffee shops, and spending time with family and friends.

    Q&A with Sarah Grant

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    Megan Coleman

    Client Service Associate

    Megan joined Jessup Wealth Management in December 2020. She graduated from Indiana University with a bachelor’s degree in general business in 2019. Megan grew up in South Bend, Indiana (Go Irish), with her older brother and two older sisters. Megan lives in Dayton, Ohio, with her fiancé, Mario, and their Aussie, Bee. She loves all things glitter and the color pink. She enjoys traveling, skiing, hiking, movies and music, reading, shoes, fountain sodas, and Chipotle.

    Q&A with Megan Coleman

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    Kellie Endres

    Executive Assistant

    Kellie has been close with the Jessup Wealth Management team since 2017 and was recently given the official title of Executive Assistant to the CEO, Matthew Jessup, and CIO, Mark McEvily.

    Prior to working with Jessup Wealth Management, Kellie was a licensed Insurance Agent who helped individuals with their Medicare and Private Health Insurance policies.

    Kellie currently lives in Centerville with her 7-year-old Boston Terrier mix, Cash. She enjoys hiking, spending time with family & friends, kayaking, watching movies and playing with her dog!

    Q&A with Kellie Endres

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    Nicole Knoblach

    Executive Assistant

    Nicole joined the Jessup Wealth Management team in April of 2022 as the Executive Assistant to the CEO, Matthew Jessup. Prior to working with Jessup Wealth Management, Nicole owned and operated two salons, and was a National Educator for John Paul Mitchell Systems; where she received extensive training on business management, public speaking, and customer service. Nicole currently resides in Centerville with her son, Landon, and Sphynx cat, Sir Harold. She enjoys spending time with family and friends, traveling, riding motorcycles, being outdoors, and watching baseball.

    Q&A with Nicole Knoblach

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    Louis

    Office Dog

    The famous quote of “dog is man’s best friend” is accurate when it comes to Louis! Louis is always by Matt's side whenever possible. Most clients know that Louis comes to work with Matt every day. In the morning, when Matt wakes, as he gets ready for the day, he is right by his side to ensure that he doesn’t miss his opportunity to come to work. It is very hard to get him to eat breakfast because he thinks he will miss Matt leaving for work while he eats. Louis eats lunch when Matt goes home for lunch or his wife comes to pick him up then.

    Louis is a well behaved dog. Matt walks him off leash, though he has selective hearing at times (Matt says "just like my kids!"). He spends most of his time, at work, right by Matt's side or welcoming our guests. He seems to think that everyone comes to the office to visit him and no one else. Our office mail lady is one of his favorite visitors (mainly because she spoils him with treats every day).

    At home, Louis is wonderful with the kids. He usually gets his workout once we get home by playing with the kids. He then ends up sleeping at the foot of Matt and Rachel's bed. They feel very blessed to have him as a part of the family!