With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities to grow their practices and better serve their clients through DPL’s innovative insurance network. Before joining DPL, Jeff spent nearly 20 years with leading national insurance brands where, among other responsibilities, he helped RIAs navigate the complexities of annuities. Jeff holds his Series 6 and 63, Chartered Mutual Fund Counselor (CMFC) designation, along with his Life Insurance License.
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
Colleen Hastings is passionate about providing outstanding customer service in her work with RIAs. Colleen began her care
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
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i