Active in the Financial Services business since 1983, David has a great deal of experience in both the Executive Benefit and Estate Planning marketplaces. Prior to the formation of DLM, David managed the Philadelphia office of one of the nation’s largest non-qualified planning firms. Assisting corporations and high net-worth individuals, David has worked successfully with many of our regions’ business entities to create supplemental benefits and excess retirement plans for executive teams.

David is a Member of the American Society of Pension Professionals & Actuaries (ASPPA), the Philadelphia Estate Planning Council, and is the Past President of the Greater Trenton Association of Life Underwriters. He is a Registered Representative with NFP Securities, Inc. David is a graduate (B.A.) of the College of New Jersey and received his CLU designation from the American College, BrynMawr, PA.
 

Philip has been active in the Financial Services business since 1990 and brings a unique perspective to the firm.  As a principal in the firm, Philip's primary role is to develop and maintain the corporate relationship.  Our firm created this position to maximize our understanding of the client's needs and to increase our responsiveness.     

Philip graduated from LaSalle University in Philadelphia, PA with a BS in Finance and Marketing. He is a Registered Representative with NFP Securities, Inc. Philip spends most of his free time enjoying his family.  His hobbies include reading, running, cycling and weight lifting.

Kris has been active in the Financial Services business since 1992.  Prior to becoming a principal with the firm, Kris worked as a client advisor for a private regional financial services firm. He is a Registered Representative with NFP Securities, Inc.  He completed his undergraduate and graduate studies at Rider University, Lawrenceville, NJ. 

Kris is a Senior Corporate Client Advisor and a Principal of Drake, Lehner & Morgan, LLC. As such, his role is to act as liaison between the client company and the appropriate DLM resource, facilitating smooth workflow between the two parties.   Clients are both private and public companies. Kris specializes in working with regional community banks. Plan work is done primarily in the areas of Non-Qualified benefit planning, Qualified plans and sophisticated insurance transactions.    

Michael has been active in the Financial Services business since 1998. He develops long-range financial plans, including both qualified and nonqualified retirement plans and wealth accumulation plans for small to medium sized business owners.  He also has a thriving individual client practice.  Michael is an integral member of the DLM team.  He specializes in helping clients identify their goals and develop an action plan to achieve them.  Michael is a vigorous client advocate and constantly looks for new ways to enhance the client experience.  

Michael is  currently enrolled at the American College where he completed his Chartered Life Underwriter (CLU) and is working on his Chartered Financial Consultant (ChFC).  He is a Registered Representative with NFP Securities, Inc.