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Phone: 419-873-8500
Extension: 1012
Fax: 419-873-8503

Daniel DeVerna*, Founder/Financial Consultant

Daniel is a financial advisor, keynote speaker, and an accomplished martial artist.   Dan has been a financial advisor since 1999. He began his career with New England Financial. While at New England Financial Dan was named New Advisor of the year in 2001 and received several high level advisor awards while also attending many top agent conventions.  In 2004 he first qualified for membership in Million Dollar Round Table (MDRT) and is a current member.  MORT is an exclusive association of the top financial advisors worldwide. Since then, Dan has also qualified for Top of the Table.

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, he was confident that the move was right and he was certainly correct. With the client first philosophy, CFP has grown to service clients and friends in a way that, in his opinion, is paramount.  "We have the flexibility of building our business with clients' needs and wants due to the fact we don't pledge alliance to any one company."  As a partner, Dan conducts agent training as well as serving his personal clients. He works with clients to assist them in reaching their financial goals. Dan works primarily with hard working professionals in the later stages of their careers to strengthen and protect their financial position.

Dan has become involved in Martial Arts and it has become a very welcome addition to his life. 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"philosophy which has added a great deal to his life. Dan helped found MAAM, (Martial Artists for the Advancement of Mindfulness) which is a non-profit organization that helps young people who may not normally have the ability to practice martial arts due to financial or other reasons.

Dan is married to Jennifer and has four children:Derek, Drake, Chloe and Brody. He is very involved in their schools and athletic departments. You may see Dan coaching football, running the chains at the varsity football games, or attending games. He works and resides in Perrysburg Ohio.

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*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Creative Financial Partners are not affiliated. Additional products and services may be available through representatives or strategic partners of Creative Financial Partners that are not offered through AIC. Securities products are limited to residents of Ohio, Michigan and other states where our representatives are registered.

This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative from Creative Financial Partners will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.