Your Professional Family
Chris Balcerowiak CFP®
Certified Financial Plannerâ„¢ practitioner
Abby Schilz
Relationship Manager
Amy Arnett
DPL Insurance Consultant
Jeffrey Oberg
DPL Annuity Consultant
Victoria Latham
Chief Compliance Officer
Your team also consists of your other professionals that we will coordinate with. If you need and don’t have a tax professional or attorney, we help you find the right professional for you.