With a long history of serving RIAs and their clients, Jeff Rancourt is well-equipped to help RIAs create opportunities to grow their practices and better serve their clients through DPL’s innovative insurance network. Before joining DPL, Jeff spent nearly 20 years with leading national insurance brands where, among other responsibilities, he helped RIAs navigate the complexities of annuities. Jeff holds his Series 6 and 63, Chartered Mutual Fund Counselor (CMFC) designation, along with his Life Insurance License.
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
Imagine if you had to replicate every mutual fund you purchased by buying individual equities...
Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and
Having started his career in the home-based healthcare industry, Joseph Condict has an acute appreciation for thoughtful
Alex Goodman supports DPL’s team of consultants with product analysis, illustrations and the application process. Alex began
Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors
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.