Jeffrey is passionate about helping advisors find best-in-class growth and income solutions for their clients. With nearly 10 years of financial services experience, both as an advisor and a wholesaler, Jeffrey brings a breadth of experience across products and services to DPL. A graduate of Lenoir-Rhyne University, the University of Tennessee, and the University of Cincinnati, he holds Series 6, 63 & 7 licenses along with life and health. In his free time, Jeffrey enjoys spending time at the beach with his wife and four children.
Become a member
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.