Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways. Jonathan combines extensive knowledge of commission-free insurance products with expertise in RIA practice management and technology. Prior to joining DPL Financial Partners, he spent three years with Jefferson National. Jonathan holds his Series 6 and 63, along with his Kentucky Life Insurance License. He received his bachelor’s degree in Financial Economics from Centre College in Danville, Kentucky.
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities t
When Boise, Idaho-based Guide Morrison took the leap from the broker dealer world to the RIA space, they were looking...
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
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.