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South Texas locations & financial professionals

Principal® Financial Network of South Texas
Houston

1900 West Loop South, Suite 650-A
Houston, TX  77027
713-783-1818
Directions to the Houston office

David Anderson, LUTCF
anderson.david@principal.com
281-384-5484

Mayra Rodriguez
rodriguez.mayra@principal.com
713-496-3170
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Kate Bierschwale
kate@shieldmaidenfinancial.com
713-496-3144
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Robbie Schubert
schubert.robbie@principal.com
713-496-3143
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Website

Carmen Clements
clements.carmen@principal.com
713-819-3977
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Herbert Flowers*, LUTCF
flowers.herbert@principal.com
713-496-3144
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Peter D. Seltz
seltz.peter@principal.com
713-496-3173
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Website

Maria Luisa Grieco
grieco@mlgfinancial.com
713-496-3157
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Jag Singh, MBA
singh.jag@principal.com
832-990-0646

Alan Holland, CLU®, ChFC®, RICP, CLF®
holland.alan@principal.com
713-496-3163
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Bobby Sweat, CFP®, RICP®, CFS®, AIF®
sweat.robert@principal.com
713-496-3155
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Donald Terry, Jr.
terryd@executivebenefit.net
713-266-4327
Website

Forde D. McWilliams, CFP®
mcwilliams.forde@principal.com
214-535-1679

Angele Watson
a.watson@watsonwealthmgmt.com
281.603.3388

Brad Newland
newland.brad@principal.com
713-496-3151
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David McElroy
mcelroy.david@principal.com
281-410-1971

Pete Watson
p.watson@watsonwealthmgmt.com
979-693-1588
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Richard Newland, CFP®, AIF®
newland.richard@principal.com
713-496-3154
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Jeffrey L. Zorn, AIF®
zorn.jeffrey@principal.com
713-496-3177
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Website

David Potts
potts.david@principal.com
713-496-3146
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Chris Richey
richey.chris@principal.com
713-496-3147
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Website

Gary Zweschper
zweschper.gary@principal.com
713-496-3172
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Caleb R. Robinson, CRPS®
robinson.caleb@principal.com
713-496-3150
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Austin

8310 N Capital of Texas Hwy, Suite 175
Austin, TX 78731
512-342-0507
Directions to the Austin office

Juan Carlos Barcena, MBA
barcena.juancarlos@principal.com
830-968-2788
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Miranda Barcena
barcena.miranda@principal.com
830-402-4100

Walter Magana
magana.walter@principal.com
512-663-1509

Adam Blye
blye.adam@principal.com
512-346-4479
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Robert Pullin
pullin.robert@principal.com
512-794-5959
Website

Neal Cloer, CLU®
cloer.neal@principal.com
512-975-7385
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Bert Sanchez*
sanchez.bert@principal.com
512-975-7407
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Michael Kidd
kidd.michael@principal.com
512-975-7408

Sarah Schoeplein
schoeplein.sarah@principal.com
512-975-7402
Cedar Park - 2301 Bagdad, Suite 302

2301 Bagdad, Suite 302
Cedar Park, TX 78613
281-703-3263
Directions to the Cedar Park office

Jeff Ruen
ruen.jeff@principal.com
512-817-3531
Cedar Park - 1200 Rachel Ridge

1200 Rachel Ridge
Cedar Park, TX 78716
512-401-0036
Directions to the Cedar Park office
Corpus Christi

5151 Flynn Parkway, Suite 310
Corpus Christi, TX 78411
361-356-6345
Directions to the Corpus Christi office

John E. De Montel, RICP®
demontel.john@principal.com
361-356-6345
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Website

Jill Leland, CFP®, ChFC®, CRPS®
williams.jill@principal.com
210-697-2491
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Website
Lafayette

315 South College Rd., Suite 239
Lafayette, LA 70503
337-398-7150
Directions to this Lafayette office

Greg Shuman, RICP®, CEPA®
shuman.greg@principal.com
337-398-7150
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LeRoy Spence
spence.leroy@principal.com
337-443-0495
Mandeville

1131 N. Causeway Blvd, Ste. 107
Mandeville, LA 70471
713-496-3141
Directions to the Mandeville office
Nacogdoches

3532 NE Stallings Drive
Nacogdoches, TX 75965
936-564-0433
Directions to the Nacogdoches office

Paul Smith, III
smith.paul@principal.com
936-564-0433
San Antonio

7410 Blanco Road, Suite 310
San Antonio, TX 78216
210-392-9864 (mobile)
Directions to the San Antonio office

Jerry Mathis
mathis.jerry@principal.com
210-822-2333

Bruce Swearingen, AIF®, RICP®
swearingen.bruce@principal.com
210-392-9864
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Website

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The Financial Professionals in the Principal® Financial Network of South Texas are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of South Texas may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.