Dan DeVerna, Vice President
ddeverna@cfpohio.com

Daniel entered the financial services industry in 1999. He began his career at New England Financial. While at New England Financial Daniel was named New Advisor of the year in 2001 and received several high level advisor awards while also attending many top agent conventions. It was in 2004 that Daniel first received the elite level of Million Dollar Round Table (MDRT) and he has been producing at that level ever since. MDRT is an exclusive association of the top financial advisors worldwide.

In 2005 Dan along with three other partners formed Creative Financial Partners. It was created with a “client first philosophy."  Although it was a big step fairly early in his career Dan is confident the move was right and enjoys the flexibility he is able to offer his clients that Creative Financial Partners has to offer.

As Vice President, Dan conducts agent trainings as well as serves his personal clients. He works with clients to assist them in reaching their financial goals. Daniel works primarily with hard working professionals in the later stages of their careers to strengthen and protect their financial position.  He feels that many clients end up working with him because they go through life never finding an advisor that understands the people side of the business.  Daniel also spends a considerable amount of time staying current on Estate Planning. Wealth, once inherited, is very short if the right education and planning is not in place.

You may see Dan coaching football, basketball or soccer for one of his four children: Derek, Drake, Chloe and Brody. Dan is married to Jennifer and resides in Perrysburg. He is very involved in the schools and their athletic departments. Dan has competed in several triathlons over the past few years and has become involved in Martial Arts. He practices under Sensei Hurtsellers and believes the addition of this to his life has helped him strike a balance and adds a “be here now” attitude which has proven very helpful in managing clients and family. Dan has been a major force in creating MAAM (Martial Artists for the Advancement of Mindfulness) a not for profit organization  program which is a martial arts program that helps young people who may not normally have the ability to practice martial arts due to financial or other reasons.

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Phone: 419-873-8500
Extension: 1012
Fax: 419-873-8503
Cell: 419-260-5526

Dan's Links:
• Martial Arts Center
• NAIFA