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.
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
DPL’s David Lau talks about the product development process for the RIA market.
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie