Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients. For the past 18 years, he has served the RIA community, helping advisors navigate and understand the complexities of insurance products. Jason began his career at MassMutual, where he helped agents better understand life insurance and annuities. Jason holds his Series 6 and 63 in addition to his Connecticut Life Insurance License.
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
In an attempt to win over a skeptical audience of NAPFA members, the founder of DPL Financial Partners presented...
DPL Senior Consultant Tim Rembowski takes you through a real case where he worked with a member advisor to save his cli
LOUISVILLE, KY., Feb. 6, 2018 – DPL Financial Partners (“DPL”) today announced a growth capital...
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
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.