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Mike Carmody


Mike is a seasoned professional with expertise in complex strategy products and a passion for helping clients achieve their financial goals. He started his career at Jackson National, where he gained valuable experience in annuities and retirement planning. Recently he managed the institutional annuity division at Charles Schwab, where he worked with high-net-worth clients and advisors on various investment solutions and strategies. He brings his expertise to the RIA marketplace and creating a seamless transition for annuity blocks of business with the Breakaway Accelerator Program. 

When he is not working, Mike loves to travel, cook, watch sports, and spend time with his family and friends. He is based in Denver, Colorado, where he lives with his wife, Lisa, and their two dogs, Guinness and Sofie. Mike was born and raised in Chicago, Illinois, and he is a loyal fan of all the Chicago sports teams. He graduated from Northern Illinois University with a degree in Business Management.

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.