Kameron McRay takes pride in communicating new ideas and opportunities to the RIA industry. He has over six years of experience helping RIA firms better serve their clients through unique insurance solutions and has developed a deep appreciation for RIA practice management. Kameron holds his Series 6 and 63 along with his Kentucky Life Insurance License. He earned a Bachelor of Science degree in Financial Economics from Centre College in Danville, Kentucky.
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
Chad Smedley brings twenty years of experience in the IT industry to his role as Director of IT for DPL. He started his ca
Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience h
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
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.