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.
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
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.