Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience helping RIAs deliver the benefits of insurance to their clients through a holistic financial planning process. He holds his Series 7, 24 and 63, in addition to his Kentucky Life and Health Insurance Licenses. Cody earned an MBA from the University of Louisville and a bachelor’s degree in Business Management from the University of Kentucky.
Sam Johnson is expert in ways commission-free insurance can be used to deliver value to investors. Sam has more than seven year
Ross McGoodwin works tirelessly to share his knowledge of insurance products—how they're built, how they work—with RI
The co-creator of an RIA-friendly variable annuity is planning to launch an entire series of commission-free insurance...
Kameron McRay takes pride in communicating new ideas and opportunities to the RIA industry. He has over six years of expe
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
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.