Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began his career as a Financial Advisor with AXA Advisors, where he provided clients with retirement planning and product and strategy education. He received a bachelor’s degree in Accounting and Finance from the University of Kentucky and holds his Series 6, Series 63 and Kentucky Life & Health Insurance Licenses.
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important part of a client’s financial pla
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs under
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.