Jonathan Barth brings a teacher’s sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways. Jonathan combines extensive knowledge of commission-free insurance products with expertise in RIA practice management and technology. Prior to joining DPL Financial Partners, he spent three years with Jefferson National. Jonathan holds his Series 6 and 63, along with his Kentucky Life Insurance License. He received his bachelor’s degree in Financial Economics from Centre College in Danville, Kentucky.
DPL’s David Lau talks about how DPL works with our carrier partners to develop products that serve the needs of the RIA mar
Kameron McRay takes pride in communicating new ideas and opportunities to the RIA industry. He has over six years of expe
DPL Financial Partners Founder and CEO, David Lau, addresses why fiduciaries need to be involved in their clients’ insuranc
Jason Mazur is passionate about providing expertise in commission-free solutions to fee-only advisors and their clients.
DPL Senior Consultant Sam Johnson explains how DPL can help advisors address two of their biggest concerns: market volatility
Chad Smedley brings twenty years of experience in the IT industry to his role as Director of IT for DPL. He started his ca
What was the market opportunity that led you to start DPL? What was the problem you wanted to solve...
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.