DeAnna brings more than three decades of experience advising individuals and families in the private wealth management industry. As a Partner and Private Wealth Advisor at Wernick Spear Wealth Managers, she plays a central role in shaping the firm’s client experience, with a particular focus on fostering long-term relationships rooted in trust, discretion, and thoughtful guidance.

Her approach to wealth management is highly personalized and comprehensive, designed to address the complexities that come with significant wealth. DeAnna works closely with clients and their families to develop integrated strategies that span investment management, retirement planning, risk management, and multigenerational wealth transfer. She is deeply attuned to the nuances of each client’s financial landscape and provides tailored guidance that evolves alongside their goals, family dynamics, and legacy intentions.

DeAnna is particularly focused on helping clients preserve and transition wealth across generations in a thoughtful and tax-aware manner. She collaborates closely with clients’ broader advisory teams—including estate attorneys and tax professionals—to ensure alignment across all aspects of their financial lives. Her ability to provide both strategic insight and steady, relationship-driven counsel allows clients to move forward with confidence, even in times of market uncertainty or personal transition.

Known for her high-touch service model, DeAnna prioritizes proactive communication, responsiveness, and attention to detail. She serves as a trusted advisor and sounding board, helping clients navigate complex decisions while maintaining a long-term perspective.

Beyond her direct client work, DeAnna is an active contributor to the broader financial services community. She serves on an advisory council for a leading advisory platform, where she provides insight on investment strategy, advisor experience, and industry trends. She is also passionate about supporting the advancement of women in the industry, having mentored emerging professionals throughout her career. DeAnna has been invited to speak as a featured panelist at industry conferences and regularly hosts women-centric events focused on investing, financial confidence, and long-term planning.

In addition, she is deeply committed to financial education and empowering individuals to make informed decisions. She actively participates in seminars and community initiatives focused on financial literacy and long-term financial wellness.

DeAnna holds FINRA Series 6, 7, and 63 registrations, as well as Ohio life insurance licenses, and studied business management at Kent State University.

Outside of the office, DeAnna is a corporate sponsor of the Cleveland Museum of Art and the Zoological Society. She enjoys international travel, gourmet cooking, and spending quiet time reading on her back porch. DeAnna resides in Gates Mills, Ohio, with her husband, Chris.