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Shannon Geist

EXECUTIVE ASSISTANT

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.

DPL


©2023 DPL Financial Partners, LLC. All rights reserved.

DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

Securities offered through The Leaders Group, Inc. Member FINRA / SIPC
26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120 • 303-797-9080
DPL Financial Partners is not affiliated with The Leaders Group, Inc.

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FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.