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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 - CEO and Founder of DPL

David Lau

FOUNDER & CEO
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is a...
Sang-Han

Sang Han

CHIEF OPERATING OFFICER
Before joining DPL, Mr. Han served as chief financial officer of Interstate Group Holdings, Inc, a $100 million...
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...

Christian Lau

CHIEF DISTRIBUTION OFFICER
Before joining DPL Financial Partners, Christian Lau served as the national director of business development at National Student...

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...

Our Team

VICE PRESIDENT, BUSINESS DEVELOPMENT
VICE PRESIDENT, MEMBER SUCCESS
SENIOR CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
Consultant
CONSULTANT
Consultant
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
TEAM LEAD, OPERATIONS
OPERATIONS ANALYST
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
Relationship Manager
Relationship Manager
DIRECTOR OF IT
IT TECHNICIAN
ANALYST
BUSINESS ANALYST
Director, Product Marketing
MARKETING & PR MANAGER
DIGITAL MARKETING MANAGER
Content Marketing Manager
Senior Accountant
Multiply your team’s expertise by adding our team.

When your firm joins DPL, all of your advisors get unlimited access to our team of insurance consultants, member-only education, tools and content, and a robust offering of Commission-Free products.

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


©2020 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.