The Neary Wealth Management Group
Daniel R Neary
Founder & Wealth Management Advisor|CLU®, ChFC®, RICP®, CFP®
Plan | Protect | Grow
Personal
I am a lifetime resident of Central Ohio, and currently reside in Blacklick with my wonderful wife Kim, our two sons, Owen and Eli, and our dog Scout. I love spending time with family and friends, playing soccer and volleyball, and cheering on my boys and their sports teams. I am also an active member in our office’s Community Outreach Committee, and particularly enjoy volunteering with Habitat for Humanity.
Professional
Education
- The Ohio State University-- Bachelor of Science Family Financial Management
- Certified Financial Planner Board of Standards , Inc. - CERTIFIED FINANCIAL PLANNER™ Certification
- The American College of Financial Services - Chartered Life Underwriter (CLU®)
- The American College of Financial Services - Chartered Financial Consultant (ChFC®)
- The American College of Financial Services - Retirement Income Certified Professional (RICP®)
Associations and Memberships
National Association of Insurance and Financial Advisors (NAIFA)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2009-2017
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2018-2022
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Get to know your experienced team
Each of us is committed to providing exceptional service, and look forward to helping you achieve your financial goals for years to come.
To schedule a meeting or have an question about an existing insurance policy, please contact Bev.
If you need to make a change or have questions about an existing investment account please contact Brandon.
Brandon W Deford
CLU®, ChFC®, RICP®, CFP®
Director of Operations
As a veteran member of our team, Brandon plays a crucial role in every aspect of our business. He graduated from The Ohio State University in 2007 with a bachelor’s degree focused on financial planning. Brandon began his career with Northwestern Mutual as an intern and has since dedicated himself to helping clients with their wealth management needs.
In 2012, Brandon obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification. He also holds the CLU®, ChFC®, and RICP® designations from The American College. Additionally, he possesses his Ohio insurance license and is registered with FINRA, passing the Series 6, 7, 63, and 65 exams.
Brandon is actively involved in the community, currently serving on the board of directors for NC4K, a local non-profit that supports kids fighting cancer.
Brandon and his wife, Andrea, reside in Westerville with their two kids Austin and Brianna. Brandon played college baseball, but now uses those talents on the golf course.
Beverly G Derouaux
Associate Financial Representative
Bev has been with Northwestern Mutual since 1999 and joined our team in 2013. She has her Life, Accident, and Health License issued by the state of Ohio. She focuses her time servicing our client's risk management needs and expediting underwriting.
Bev has two grown sons, Travis and Evan, daughter-in-law Kelsie, and her favorites, granddaughter Rylie and grandson Luke.
Bev enjoys spending time with family and friends, cheering on the Buckeyes, and attending live concerts and comedy shows.
Chris Kinder
Associate Wealth Management Advisor
Chris has been with Northwestern Mutual since 2019 and joined The Neary Wealth Management Group in 2021. He graduated in 2018 from The Ohio State University with a bachelor’s degree in information science. Chris holds his Life, Accident, and Health license through the state of Ohio, as well as his FINRA Series 7 and 63 securities registrations.
Chris and his girlfriend Brittany live in Dublin with their dog, Freddie. Chris loves playing video games and traveling, is a huge soccer and football fan, and a PC/tech enthusiast.
JT Yenney
Associate Financial Advisor
JT started with our team in 2024. He has been an integral part of our operations staff, preparing financial plans and processing client requests. He attended the University of Dayton and grew up in Troy, Ohio. Now living in Columbus since graduation, he enjoys golfing, spending time with friends and family, and is a big Cincinnati sports fan.
Jimmy Hark
Jimmy joined The Neary Wealth Management Group in April 2025, bringing with him experience from his time at Northwestern Mutual, where he ran his own financial planning practice since 2024.
Jimmy holds a Bachelor's degree from the University of Dayton and an MBA from the University of Mississippi. Before transitioning to the financial services industry, Jimmy enjoyed a successful career as a college basketball coach at Ole Miss.
Residing in Dublin, Jimmy and his wife Andrea are proud parents to their two children, James and Jaxon. They also share their home with two Great Pyrenees mixes, Lily and Sport.
Outside of work, Jimmy is dedicated to spending quality time with family and friends. He is actively involved in coaching his sons' baseball and basketball teams and is an avid golfer, always looking to improve his game.
Get to know my dedicated Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Joseph M Pearl
CFP®
Financial Advisor
Joe is a joint work partner of The Neary Wealth Management Group working primarily with individuals, families, and medical professionals. Many of our clients are interested in multigenerational planning and their children have started their financial planning journey with guidance from Joe and the rest of our team.
Lending a hand in our community.
As part of Northwestern Mutual, we are proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation
Nellie's Champions for Kids (NC4K)
Brandon Deford - Treasurer for NC4K
Brandon has been fortunate to be an integral part of our office's community partnership with NC4K since it's inception in 2020. He has been their Treasurer since 2021, and continues to be the chairman of the annual Scramble for a Cure hosted by Northwestern Mutual - Columbus, which benefits ALSF and NC4K.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
