Kameron McRay takes pride in communicating new ideas and opportunities to the RIA industry. He has over six years of experience helping RIA firms better serve their clients through unique insurance solutions and has developed a deep appreciation for RIA practice management. Kameron holds his Series 6 and 63 along with his Kentucky Life Insurance License. He earned a Bachelor of Science degree in Financial Economics from Centre College in Danville, Kentucky.
Tim Rembowski is well-versed in how insurance can work for fee-based advisors. Tim is passionate about helping RIAs under
David Lau explains why advisors have to bill on insurance as they would on any other product to avoid a conflict of interest.
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
Jenn Czubak brings energy, enthusiasm and a strong belief in the rightness of Commission-Free insurance for RIAs and their clie
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
Marcus Ellingwood specializes in low-cost, commission-free insurance solutions for fee-only advisors and their clients. M
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.