Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and Accounting at Interstate Van Lines. Previously, he was part of the team at Telebank, and helped transition the company after its acquisition by E-Trade. Yung has a BS in accounting from San Diego State University.
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
Chad Smedley brings twenty years of experience in the IT industry to his role as Director of IT for DPL. He started his ca
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the i
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
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.