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Cody Williams prides himself on being a trusted, expert resource for fiduciaries. Cody has over six years of experience helping RIAs deliver the benefits of insurance to their clients through a holistic financial planning process.

As VP, FP&A with DPL, Zane focuses on data analytics to assist in making key business decisions. Zane provides assistance with forecasting, financial reporting, general sales trend data analytics & ad hoc reporting.

Yung Kim handles accounting and provides back-office support for the DPL team. Prior to joining DPL, Yung worked in Billing and Accounting at Interstate Van Lines. Previously, he was part of the team at Telebank, and helped transition the company after its acquisition by E-Trade.

Spencer joins DPL as a Senior Membership Consultant, where he will help RIAs enjoy the benefits of Commission-Free annuity and insurance solutions.