Powered by People,
Driven by Heart
We connect with our clients, our communities, and our company.
years of experience
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Our history
purpose principles
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Core Values
Excellent employee
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Our People
industry recognition
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Awards won
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The story behind DoFi
D.Lab is a privately owned IT Support and IT Services business formed in 2012. Today we’re proud to boast a strong team of IT engineers who thrive on rolling up their sleeves and solving your IT problems and meeting your business needs.
We are on a mission to exceed your expectations and form a long-term, mutually beneficial relationship with you.
Take a look at the events that have shaped DoFi. throughout its 14+ year history.
Feb 2012
In 2012, John Doe set out to build a different kind of financial services firm – incorporating as DoFi.
May 2014
We expand our capabilities with the formation of the firm’s Investment Banking division.
Apr 2021
Takes another step into the digital age, offering clients access to their account information on DoFi.ex
Dec 2023
The service team at DoFi made it through to the final of the (SDI) and (MSP) awards.
Jun 2025
Tung Phan is appointed President & CEO, leading DoFi into a new era of growth and innovation.
Feb 2026.
In the years to come, we’ll work to carry our success – and John’s legacy – to new heights.
4 core values
define who we are
Values establish our view of the world as we shape the future. They determine how we treat each other.
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1
Integrity
We consistently do what’s right and build credibility through honesty, transparency, and speaking up.
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2
Passion
We always aim to go beyond expectations, deliver with excellence and a growth mindset.
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3
Momentum
We embrace change with resilience, pioneer new solutions, and drive continuous improvement together, moving with pace.
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4
Trust
We put people at the heart of everything, fostering empathy and respect in an environment where everyone can thrive.
core values
9
Leadership Team
Our people define our success. Their excellence, their entrepreneurship and their ability to work in teams are key to our high levels of client satisfaction and sustained relationship.
We are all passionate and committed to deliver high quality services to our clients.
Under their stewardship,
we secured many industry recognized accolades.
Larry Swank
Founder, Chairman & CEO
Mr Mohamed
Chief Technology Officer
Anna Baird
Chief Information Officer
Katie Doyle
Chief Marketing Officer
Sarah Imbach
Chief Financial Officer
Email Sarah Imbach
Matt Millen
Chief Strategy Officer
15
Award winning
We are proud of the success and recognition that we’ve achieved with our clients. We pride ourselves on developing practical solutions that drive results in the real world.
These solutions span sales performance improvement, learning and development, and technological innovation. Below are just a few examples of awards that we have earned.
Top ratings in the investment industry.
1
Award-winning service with a focus on clients
Year: 2013
2
Financial is ranked No. 230 on the Fortune 500®3
Year: 2020
3
Nationally recognized, top-tiered advisors
Year: 2016
4
Forbes as one of America’s Best Companies
Year: 2023
5
America’s Most Responsible Companies
Year: 2026
6
Newsweek’s 2026 Most Trustworthy Companies
Year: 2026
7
20 Top 100 Independent Financial Advisors
Year: 2024
8
122 Best-in-State Wealth Advisors
Year: 2024
9
One Best-in-State Financial Professional
Year: 2025
10
Seven Top 100 Women Financial Advisors
Year: 2026
11
208 Best-in-State Women Wealth Advisors
Year: 2022
12
America’s Best Employers for Tech Workers of 2025
Year: 2025
13
Newsweek’s America’s Greatest Workplaces
Year: 2025
14
Forbes as one of America’s Best Companies
Year: 2026
15
Financial is ranked No. 230 on the Fortune 500®3
Year: 2024