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Andy joins DPL as a Membership Consultant. He was born and raised in Cincinnati, OH, and played football at Centre College in Danville, KY, where he received his bachelor’s degree in Economics & Finance with a minor in Spanish.

Nick attended Ole Miss for two years before transferring and graduation from the University of Louisville with a Bachelor of Accounting. He began his sales career with Enterprise, but is excited at the opportunity to work with fee-based advisors and RIAs at DPL.

Jessica joins DPL as the Operations Manager. Jessica has been working in the financial industry for over 6 years on the RIA and broker dealer sides of the industry. Jessica has a background in Operations, HR & Payroll, Accounting and Client Services.

Regina joins the DPL team as an Operations Analyst. Regina has worked in the financial industry on the broker dealer side for over a year handing client services & operations.

Susan has worked in the financial industry for over 15 years, she spent 13 years on the RIA side of the industry and has spent the last 2 years working on the broker dealer side. Susan primarily handles client services, licensing & commissions, registrations and appointments.

Before joining DPL Financial Partners, Sherri was enjoying the semi-retired life for the past several years. Sherri joins the DPL team as a processor on the Operations team.

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.