Founder and CEO
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services sales, marketing, technology and operations. MORE
Before joining DPL, Mr. Han served as chief financial officer of Interstate Group Holdings, Inc., a $100 million global organization providing extensive distribution services, relocation management, supply chain logistics and real estate services. MORE
The DPL Financial Partners team
Mr. Johnson has an MBA from the University of Louisville and over 7 years experience in business & financial services focused in the RIA industry. Mr. Johnson brings expertise in sales, marketing and RIA technologies. Mr. Johnson
holds his Series 6 & 63 along with his KY Life Insurance License.
Before joining DPL Financial Partners, Mr. Rembowski worked in the RIA channel for 7 years distributing product for Jefferson National. Mr. Rembowski brings deep sales expertise as well as unique product insight. Mr. Rembowski holds his Series 6, Series 63 and Kentucky Life Insurance License.
Mr. Williams earned an MBA from the University of Louisville and has over 6 years of experience in the RIA channel, primarily with Jefferson National. Mr. Williams brings exceptional sales experience and technical expertise. Mr. Williams holds his Series 7, 24 and 63, in addition to his Kentucky Life and Health Insurance Licenses.
Mr. Barth worked in the RIA channel for 3 years distributing for Jefferson National. He brings noteworthy sales knowledge and an expertise in RIA practice management and technology. Mr. Barth holds his Series 6 & 63 along with his KY Life Insurance License.
Mr. McRay has over 6 years of experience working in the RIA channel. Before joining DPL, while at Jefferson National, Mr. McRay helped RIA firms better serve their clients through unique insurance solutions. He brings knowledge in RIA practice management and takes pride in communicating new ideas to the RIA industry. Mr. McRay holds his Series 6 and 63 along with his Kentucky Life Insurance License.
Before joining DPL Financial Partners, Mr. Ellingwood worked for 5 years with RIA's and fee-based advisors distributing annuity solutions. Mr. Ellingwood holds a FINRA Series 6, Series 63, and KY State Life Insurance Licenses. He attended Purdue University and earned his B.S. in Financial Planning and Counseling.
Before joining DPL Financial Partners, Mr. McGoodwin worked in the RIA channel for 3 years distributing product for Jefferson National. Mr. McGoodwin brings tremendous industry knowledge and product development acumen. Mr. McGoodwin maintains a Series 6 and 63, along with his KY Life Insurance License.
A University of Kentucky graduate, Ms. Benz holds her FINRA Series 6 and 63, in addition to her KY and TX Life Insurance Licenses. She has over 6 years experience distributing annuities in the RIA and independent broker-dealer channels. Ms. Benz specializes in analysis of complex variable annuities, and helps RIAs adapt to the changes in the insurance industry to fit their fiduciary business model.
Formerly of Jefferson National, Mr. Condict provides adaptive, RIA focused solutions and adds proficient industry and insurance knowledge. A University of Louisville graduate, he holds his FINRA Series 6 and 63, in addition to his KY and CA Life Insurance Licenses.
A University of Louisville graduate, Mrs. Halloran Hastings holds her FINRA Series 6, Series 63 and Kentucky Life Insurance licenses. Her finance career commenced at JP Morgan Chase, where she worked as a Relationship Banker to help businesses and individuals reach their investment goals. She also worked as a Senior Territory Consultant with Jefferson National to grow the fiduciary footprint within the insurance industry.
Mr. Rancourt, an experienced financial services professional, has nearly 20 years of insurance and investment experience. Prior to joining DPL, Mr. Rancourt worked at Jefferson National, helping the RIA community navigate the complexities of annuities. With a long history of serving RIA’s and their clients, Mr. Rancourt is well-equipped to help RIAs create opportunity to grow their practice through DPL’s innovative insurance network. Mr. Rancourt holds his Series 6 and 63, CMFC designation, along with his Life Insurance License.
Mr. Mazur is a financial services professional with almost 20 years of insurance and investment experience. His career began at MassMutual where he helped agents better understand life insurance and annuities. For the past decade, Mr. Mazur has served the RIA community in helping them understand the complexities of insurance products. He holds his Series 6 and 63 in addition to his CT Life Insurance License.