DPL Financial Partners Appoints New Leadership as Assets Near $7 Billion

What Happened

DPL Financial Partners has hired two industry veterans to fill new executive roles. Mark Forman joins the firm as Head of Experience, while Kendal Wetzel takes on the role of Head of Sales Strategy and Operations.

The company, which focuses on commission-free annuities, is scaling its infrastructure to support a client base that now approaches $7 billion in assets under administration. These appointments aim to refine the firm's service model and operational efficiency.

Forman previously held marketing and experience-focused roles at RetireOne, Nationwide Financial, and Jefferson National. Wetzel joins from Jackson National Life Distributors, bringing extensive experience in sales operations and RIA distribution strategy.

The Core Points

Mark Forman appointed as Head of Experience
Kendal Wetzel appointed as Head of Sales Strategy and Operations
Firm reaches nearly $7 billion in assets under administration
Strategic focus on scaling operations and advisor support
Effort to align technology and processes for RIA distribution

Context in 60 Seconds

The financial advisory industry is seeing a shift toward transparency as more Registered Investment Advisors (RIAs) seek alternatives to traditional, commission-based insurance products. The demand for low-cost, fee-only retirement solutions is rising as advisors prioritize client-centric financial planning.

By investing in specialized leadership, platforms like DPL are attempting to bridge the gap between legacy insurance providers and the modern, tech-enabled wealth management ecosystem. This trend reflects a broader move toward integrating insurance products directly into comprehensive, fee-based financial plans.

Bottom Line

DPL Financial Partners is strengthening its executive team to manage rapid growth and improve service delivery for its RIA members as the demand for commission-free annuity options increases.

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