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Meet the DPL Team

When your firm becomes a member of DPL, all of your advisors get access to our team of unbiased insurance professionals. Our team becomes your team, bringing decades of experience working with RIAs and carriers to help you leverage the benefits of Commission-Free insurance for your clients and your practice.

David Lau

FOUNDER & CEO
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the...
Heather Rosato

Heather Rosato

CHIEF MARKETING OFFICER
Heather Rosato is an experienced marketing and communications strategist with 25 years of experience helping founders, CEOs and...

Tom Smith

CHIEF GROWTH OFFICER
Tom Smith joins DPL with a passion for bringing innovative retirement solutions to market for Americans and extensive...

Todd Nuckols

CHIEF TECHNOLOGY OFFICER
Todd Nuckols heads up the engineering and IT teams at DPL, bringing over 25 years of experience across...

Steve Werrlein

EVP, BUSINESS DEVELOPMENT
Steve Werrlein heads up business development activities at DPL, bringing over 25 years of strategic development experience in...

Christian Lau

EVP, NATIONAL ACCOUNTS
Before joining DPL Financial Partners, Christian Lau served as the national director of business development at National Student...

Grant Johnstone

CHIEF COMPLIANCE & LEGAL OFFICER
Grant Johnstone serves as the Chief Compliance Officer and Chief Legal Officer for DPL. Johnstone worked as a...
SENIOR VP, DISTRIBUTION
DIRECTOR, INSURANCE SOLUTIONS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
CONSULTANT, STRATEGIC ACCOUNTS
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
MEMBERSHIP CONSULTANT
MEMBERSHIP CONSULTANT
MEMBERSHIP CONSULTANT
MEMBERSHIP CONSULTANT
MEMBERSHIP CONSULTANT
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE, INSURANCE SOLUTIONS
SALES ANALYST
DIRECTOR, OPERATIONS & APPLICATION SERVICES
SENIOR OPERATIONS ANALYST
SENIOR OPERATIONS ANALYST
SENIOR OPERATIONS ANALYST
NEW BUSINESS SPECIALIST
SENIOR SERVICE SPECIALIST
SERVICE SPECIALIST
OPERATIONS MANAGER
OPERATIONS ANALYST
OPERATIONS ANALYST
PROCESSOR
PROCESSOR
PROCESSOR
PROCESSOR
PROCESSOR
VP, BUSINESS DEVELOPMENT
DIRECTOR, STRATEGIC PARTNERSHIPS
SENIOR PROJECT MANAGER
BUSINESS DEVELOPMENT ASSOCIATE
BUSINESS DEVELOPMENT ASSOCIATE
VP, ENGINEERING
VP, BUSINESS ANALYTICS
SENIOR PRODUCT MANAGER
SENIOR SALESFORCE ARCHITECT
BUSINESS PROCESS ANALYST
SENIOR ANALYTICS ENGINEER
PROJECT MANAGER
SOFTWARE ENGINEER
DATA ENGINEER
Senior Manager, Content Marketing
DIRECTOR, DIGITAL MARKETING
DIGITAL CONTENT PRODUCER
MARKETING ANALYST
MARKETING ASSOCIATE
SENIOR VP, FINANCE
VP, FP&A
Controller
SENIOR ACCOUNTANT
SENIOR ACCOUNTANT
FINANCIAL ANALYST
Compliance Manager
CORPORATE TRAINER
DIRECTOR, HUMAN RESOURCES
EXECUTIVE ASSISTANT
Start or advance your career by joining the DPL team.

 When you join DPL, your opportunities to learn and grow are endless. Receive professional mentorship by the DPL executive team, expanded expertise through licensing, and the opportunity to have an impact both internally and in the financial services industry.

Why should RIAs work with DPL

DPL Consultant Jonathan Barth explains how DPL helps educate advisors about Commission-Free insurance and the benefits it brings to their clients’ financial plans.

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

Check the background of this firm on FINRA’s BrokerCheck.

FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.