Our Team

DrakePortrait (1)David Drake, Principal

David has been active in the Financial Services business since 1983. He has extensive 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. He has worked successfully with many of our region’s business entities to create supplemental benefits and excess retirement plans for our 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. Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He is a graduate (B.A.) of the College of New Jersey and received his Charter Life Underwriter (CLU) designation from the American College, Bryn Mawr, PA.

LehnerPortrait (1)Kris Lehner, Principal

Kris has been active in the Financial Services industry since 1992. Prior to becoming a principal with the firm, Kris worked as a client advisor for a private regional financial services firm. Before that, he served with two national insurance companies. He completed both his undergraduate and graduate studies at Rider University in Lawrenceville, NJ and received his CLU and Charter Financial Consultant (ChFC) from the American College in Bryn Mawr, PA

Kris specializes in:
• Corporate and Bank owned life insurance placement
• Deferred compensation/Non Qualified Plans
• Supplemental executive retirement plans/SERP
• Supplemental life insurance – corporate/personal
• Executive long term care and disability benefits
• Life insurance carrier placement for hard to insure executives
• Non-profit 457 plans
• ESOP company repurchase liability death benefit coverage placement
• Placing broad based voluntary corporate long term care solutions

MorganPortrait (1)Philip Morgan, Jr., Principal

Philip has been active in the financial services business since 1990, and received his CLU from the American College in Bryn Mawr, PA.  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 Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.