As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting. Prior to joining the DPL team, Zane worked at Leidos, a leading government service & information technology company, focusing on forecasting and reporting within the IT budget. Zane earned a BS in Finance from Syracuse University.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
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.