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Shannon Geist


Shannon joins DPL as the executive assistant to Founder & CEO, David Lau. She comes to us with over 15 years administrative experience in the Healthcare and Financial Services industries. She is passionate about organization, time management, and acting as a force multiplier for the executive she supports. Shannon loves to hike, cook, and go to the theatre in her free time. She also enjoys volunteering in her community alongside her husband and two kids.

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.