Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RIAs, helping them find solutions that deliver greater value to their clients. Before joining DPL Financial Partners, Ross distributed insurance products for 3 years in the RIA channel. He holds his Series 6 and 63, along with his Kentucky Life Insurance License. Ross earned a bachelor’s degree in Finance from the University of Kentucky.
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
DPL Senior Consultant Tim Rembowski explains DPL’s role and responsibility to the advisor and client as the licensed
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
David Lau, founder and CEO of DPL Financial Partners in Louisville, Ky., describes his mission as a “kind of personal...
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and