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Our Team
As VP, FP&A with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting.
Press Center
Feb 08, 2018
Insurance NewsNet For RIAs, A Vexing Insurance Dilemma A large majority of registered investment advisors (RIAs) offer clients insurance planning. But...
Our Team
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and Accounting at Interstate Van Lines. Previously, he was part of the team at Telebank, and helped transition the company after its acquisition by E-Trade.
Our Team
Spencer joins DPL as a Senior Membership Consultant, where he will help RIAs enjoy the benefits of Commission-Free annuity and insurance solutions.
Press Center
Nov 18, 2022
Fed up SEC is ready to take on all nonsense at once; stock shocks, Orwell's new name game; Fidelity hosts a line dance, and DPL Financial Partners...
Press Center
Nov 18, 2022
New offerings are designed to help protect clients’ portfolios, more effectively manage today’s retirement risks and help improve retirement outcomes.
Press Center
Nov 22, 2022
Former SS&C Advent partnership lead Rachel Cameron will help drive strategic integrations LOUISVILLE, KY, Nov. 22, 2022 — DPL Financial Partners (“DPL...
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Nov 21, 2022
Founded by retirement income legends Wade Pfau and Alex Murguia, the RISA has already built successful partnerships with Orion, Pacific Life and DPL...
Press Center
Dec 07, 2022
Wealthy investors are wising up to the unique benefits of annuities. While these insurance-sold investment products are known as tools for turning...
Article
Dec 19, 2022
This year, as always, there has been a lot of discussion and study about the ubiquitous 4% Rule that many financial advisors employ as their clients’ primary retirement income strategy. Should it be higher? Should it be lower? What’s the effect of inflation? How about using guardrails and adjusted...