Sara Carey enjoys creating materials for advisors about the benefits of Commission-Free insurance. With over six years in the industry, Sara understands the complexities of insurance and works to educate advisors through her marketing initiatives. She earned her bachelor's degree in Psychology from the University of Louisville and holds her Series 6 license.
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...
Annuities have long been the whipping boy of the financial services industry, and for good reason, thinks David Lau...
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
DPL’s David Lau talks about considerations carriers need to consider when developing a distribution strategy for the RIA ma
Chad Smedley brings twenty years of experience in the IT industry to his role as Director of IT for DPL. He started his ca
As an Analyst with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance wit
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.