Experience

RISA, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Advisory Board Member

  • Nov 2022 - 1 year 2 months



DPL Financial Partners

• United States
• Insurance
• 1 - 100 Employee

• CEO & Founder

  • Aug 2014 - 9 years 5 months

  Louisville, KY DPL Financial Partners is an RIA insurance network the brings fee-based insurance solutions from a variety of the nation's top carriers to RIA practices. DPL insurance consultants are product and carrier agnostic. Our consultants work for RIAs, not an insurance carrier, and work to employ solutions that bring the best financial outcomes for RIA clients.



Jefferson National

• COO

  • Mar 2005 - Aug 2014



The Oysterhouse Group, LC

• Partner

  • 2000 - 2005



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Consultant

  • 2002 - 2003



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Chief Marketing Officer

  • 1996 - 2000



American Trucking Associations

• Truck Transportation
• 500 - 600 Employee

• Director of Marketing Programs

  • 1991 - 1995



Jamestown Foundation

• Manager

  • 1989 - 1991