David Lau
FOUNDER & CEO
David Lau is widely recognized as an innovator and disruptor in the financial services industry. He is the...
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...
Our Team
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CONSULTANT
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OPERATIONS ANALYST
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PROCESSOR
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PROCESSOR
BUSINESS DEVELOPMENT ASSOCIATE
Controller
SENIOR ACCOUNTANT
SENIOR ACCOUNTANT
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CORPORATE TRAINER
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.