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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 the...
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
Manager, Sales Support
CONSULTANT
CONSULTANT
Consultant
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
CONSULTANT
TEAM LEAD, MEMBERSHIP
CONSULTANT
CONSULTANT
CONSULTANT
OPERATIONS MANAGER
SENIOR OPERATIONS ANALYST
OPERATIONS ANALYST
Operations Coordinator
SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
SENIOR SALES SUPPORT ASSOCIATE
SALES SUPPORT ASSOCIATE
Sales Support Associate
SENIOR SALES SUPPORT ASSOCIATE
Sales Support Associate
DIRECTOR OF IT
IT TECHNICIAN
Senior Project Manager
DIRECTOR, FP&A
Director, Product Marketing
MARKETING & PR MANAGER
Content Marketing Manager
MARKETING ANALYST
FINANCIAL REPORTING MANAGER
Compliance Manager
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


©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.