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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...

Grant Johnstone

CHIEF COMPLIANCE & LEGAL OFFICER
Grant Johnstone serves as the Chief Compliance Officer and Chief Legal Officer for DPL. Johnstone worked as a...

John Barkeley

CHIEF FINANCIAL OFFICER
John is the Chief Financial Officer, leading the finance and accounting teams at DPL. Prior to joining, John...
SENIOR VP, DISTRIBUTION
VP, MEMBER SUCCESS
VP, NATIONAL ACCOUNTS
DIRECTOR, BREAKAWAY ACCELERATOR PROGRAM
DIRECTOR, INSURANCE SOLUTIONS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
REGIONAL VP, MEMBER SUCCESS
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
MEMBERSHIP CONSULTANT
MEMBERSHIP 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, INSURANCE SOLUTIONS
SALES ANALYST, BREAKAWAY ACCELERATOR PROGRAM
DIRECTOR, OPERATIONS & APPLICATION SERVICES
DIRECTOR, OPERATIONS
SENIOR OPERATIONS PROCESS ANALYST
SENIOR OPERATIONS ANALYST
SENIOR OPERATIONS ANALYST
SENIOR OPERATIONS ANALYST
NEW BUSINESS SPECIALIST
NEW BUSINESS SPECIALIST
NEW BUSINESS SPECIALIST
SERVICE SPECIALIST MANAGER
SERVICE SPECIALIST
SERVICE SPECIALIST
PROCESSOR
PROCESSOR
PROCESSOR
PROCESSOR
PROCESSOR
PROCESSOR
VP, BUSINESS DEVELOPMENT
DIRECTOR, STRATEGIC PARTNERSHIPS
DIRECTOR, PROJECT MANAGEMENT
BUSINESS DEVELOPMENT ASSOCIATE
BUSINESS DEVELOPMENT ASSOCIATE
VP, ENGINEERING
VP, BUSINESS ANALYTICS
SENIOR PRODUCT MANAGER
SENIOR SALESFORCE ARCHITECT
DIRECTOR, BUSINESS SERVICES IMPLEMENTATION
SENIOR ANALYTICS ENGINEER
PROJECT MANAGER
SOFTWARE ENGINEER
DATA ENGINEER
Senior Manager, Content Marketing
DIRECTOR, DIGITAL MARKETING
DIGITAL CONTENT PRODUCER
DIGITAL MARKETING MANAGER
MARKETING MANAGER
MARKETING ASSOCIATE
VP, FP&A
Controller
SENIOR ACCOUNTANT
SENIOR ACCOUNTANT
FINANCIAL ANALYST
Compliance Manager
COMPLIANCE ANALYST
CORPORATE TRAINER
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.