Meet our Financial Professionals

Fresno Office
Bakersfield
Brentwood
Hanford
Modesto

Novato
San Francisco
San Jose #1
San Jose #2
San Jose #3

San Rafael
Santa Clarita
Tulare
Visalia

Fresno Office

Name	Title	E-mail	Phone
Geoffrey T. Barry	Princor Registered Representative	Barry.Geoff@principal.com	559.261.2000, ext. 125
Rob Cozzi Jr. Bio (PDF: 81 KB)	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Cozzi.Rob@principal.com	559.261.2000, ext. 144
David L. Ediger	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	ediger.david@principal.com	559.637.9637
Marty Frantz	Financial Services Representative Princor Registered Representative Financial Advisor	Frantz.Martha@principal.com	559.261.2000, ext. 137
Roger George	Sr. Financial Services Representative Princor Registered Representative	George.Roger@principal.com	559.261.2000, ext. 158
William E. Griffith, CLU^®, ChFC^®, AEP	Princor Registered Representative Financial Advisor	Griffith.William@principal.com	559.261.2000, ext. 101
Robert Gunning	Sr. Financial Services Representative Princor Registered Representative	Gunning.Bob@principal.com	559.261.2000, ext. 142
Paul Herrick	Financial Services Representative Princor Registered Representative	herrick.paul@principal.com	559.261.2000, ext. 109
Rita Y. Ingram	Financial Services Representative Princor Registered Representative	ingram.rita@principal.com	559.261.2000, ext. 153
John V. Martin, CLU^®, ChFC^®, LUTCF Bio (PDF: 58 KB)	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Martin.John.V@principal.com	559.261.2000, ext. 116
Roy Massey, LUTCF, CSA	Financial Services Representative Princor Registered Representative	Massey.Roy@principal.com	559.261.2000, ext. 217
Tony Palermo, LUTCF	Princor Registered Representative	Palermo.Tony@principal.com	559.261.2000, ext. 117
Diana Palmer	Princor Registered Representative	Palmer.Diana@princor.com	559.248.0542
Lisa Rinehart	Financial Services Representative Princor Registered Representative	Rinehart.Lisa@principal.com	559.261.2000, ext. 112
Melissa Bradley Sperling	Financial Services Representative Princor Registered Representative	Sperling.Melissa@principal.com	559.261.2000, ext. 113
Barbara Sullivan, CLU^®, ChFC^®	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Sullivan.Barbara@principal.com	559.437.3560, ext. 560
Kevin Sullivan, MBA, CFP^®, CLU^®	Princor Registered Representative	Sullivan.Kevin@principal.com	559.437.3560, ext. 560
Rodney Thornton, CLU^®, ChFC^®	Princor Registered Representative Financial Advisor	Thornton.Rod@principal.com	559.261.2000, ext. 102
Jennifer Williams	Sr. Financial Services Representative Princor Registered Representative	Williams.Jennifer.D@principal.com	559.261.2000, ext. 151

Return to top

Bakersfield

Name	Title	E-mail	Phone
Jerry P. Barton Bio (PDF: 55 KB)	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Barton.Jerry@princor.com	661.203.8913
James M. Bean	Financial Services Representative Princor Registered Representative	bean.james@principal.com	661.327.7711, ext. 15
Steve Bohn	Princor Registered Representative	Bohn.Steven@principal.com	661.327.7711, ext. 16
Scott Bourelle	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Bourelle.Scott@principal.com	661.327.7711, ext. 27
Mark Butcher	Financial Services Representative Princor Registered Representative	Butcher.Mark@principal.com	661.327.7711, ext. 33
Patrick Carmichael	Financial Services Representative Princor Registered Representative	Carmichael.Patrick@princor.com	661.327.7711, ext. 26
Janet Elliott Bio (PDF: 69 KB)	Financial Services Representative Princor Registered Representative Financial Advisor	Elliott.Janet@principal.com	661.327.7711, ext. 17
Sharon M. Lehto, MBA Bio (PDF: 73 KB)	Financial Services Representative Princor Registered Representative	Lehto.Sharon@principal.com	661.327.7711, ext. 12
Charli MacKelvey	Sr. Financial Services Representative Princor Registered Representative	mackelvey.charli@principal.com	661.327.7711, ext. 37
Roderick Patterson	Princor Registered Representative	Patterson.Roderick@principal.com	661.327.7711, ext. 21
Ken Schwocho, CLU^®, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Schwocho.Ken@principal.com	661.327.7711, ext. 13

Return to top

Brentwood

Name	Title	E-mail	Phone
Michael Anthony Elias, CLU^®, ChFC^®	Financial Services Representative Princor Registered Representative Financial Advisor	Melias@executivebenes.com	925.626.7093

Return to top

Hanford

Name	Title	E-mail	Phone
Todd Nelson	Financial Services Representative Princor Registered Representative	nelson.todd@princor.com	559.584.4495

Return to top

Modesto

Name	Title	E-mail	Phone
Donna Bradley, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Bradley@downtownfinancial.net	209.557.9234

Return to top

Novato

Name	Title	E-mail	Phone
James Yukio Nakamine	Sr. Financial Services Representative Princor Registered Representative	j.nakamine@wans.com	415.897.2264

Return to top

San Francisco

Name	Title	E-mail	Phone
Alex Batlle	Financial Services Representative Princor Registered Representative	batlle.alex@principal.com	415.951.0915, ext. 221
Michael S. Gold, CLU^®, ChFC^®	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	michael@goldfinancial.org	415.499.8218
Michael K. McDonough	Financial Services Representative Princor Registered Representative	mcdonough.michael@principal.com	415.951.0915, ext. 206
Jon P. Montgomery	Sr. Financial Services Representative Princor Registered Representative	montgomery.jon@principal.com	415.951.0915
James Yukio Nakamine	Sr. Financial Services Representative Princor Registered Representative	j.nakamine@wans.com	415.897.2264
Marty Shull	Sr. Financial Services Representative Princor Registered Representative	shull.marty@princor.com	415.951.0915, ext. 210
Brendan Walsh	Financial Services Representative Princor Registered Representative	bwalsh@walshcarter.com	415.217.6200, ext. 205

Return to top

San Jose #1

Name	Title	E-mail	Phone
Kent Alexander	Financial Services Representative Princor Registered Representative	alexander.kent@principal.com	403.437.7222
Maggie Bening	Financial Services Representative Princor Registered Representative	Bening.Maggie@principal.com	408.437.7246
Eddie Biala, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Biala.Elpidio@principal.com	408.437.7241
Kwen Chung	Financial Services Representative Princor Registered Representative Financial Advisor	chung.kwen@principal.com	408.437.7226
Bob Colyar, CLU^®, ChFC^®, FSS	Financial Services Representative Princor Registered Representative	Colyar.Robert@princor.com	408.626.6100
Michael Dennison	Princor Registered Representative Financial Advisor	dennison.michael@principal.com	408.437.7250
Martha Diniz, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Diniz.Martha@principal.com	408.437.7244
Ron Engel, CLU^®, ChFC^®, MBA	Sr. Agent Princor Registered Representative	Engel.Ron@principal.com	408.437.7255
Mark Foster, LUTCF	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Foster.Mark@principal.com	408.437.7220
Richard Gumbs	Sr. Agent Princor Registered Representative	Gumbs.Richard@principal.com	408.437.7233
Helen Hou	Princor Registered Representative	Hou.Helen@principal.com	408.437.7249
Juliana Ji	Princor Registered Representative	Ji.Juliana@principal.com	408.437.7242
Ernesto Juarez	Sr. Agent Princor Registered Representative	Juarez.Ernesto@principal.com	408.437.7228
Joel Korelitz, LUTCF	Financial Services Representative Princor Registered Representative	korelitz.joel@principal.com	408.437.7221
Amelita G. Mock	Sr. Financial Services Representative Princor Registered Representative	mock.amelita@principal.com	408.437.7248
Jack O'Brien	Sr. Financial Services Representative Princor Registered Representative	O'Brien.Jack@principal.com	408.437.7224
Dan Robinson	Financial Services Representative Princor Registered Representative	Robinson.Daniel@principal.com	408.437.7223
Grace Romasanta, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Romasanta.Grace@principal.com	408.437.7215
Kyle Tatro	Financial Services Representative Princor Registered Representative Financial Advisor	Tatro.Kyle@principal.com	408.437.7237
Marie Torres	Financial Services Representative Princor Registered Representative	Torres.Marie@principal.com	408.437.7227
Rick Utermoehlen, CLU^®	Financial Services Representative Princor Registered Representative	Utermoehlen.Rick@principal.com	408.437.7243
Michelle Wu, MBA	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Wu.Michelle@principal.com	408.437.7239
Albert Yian	Financial Services Representative Princor Registered Representative	yian.albert@principal.com	408.437.7247

Return to top

San Jose #2

Name	Title	E-mail	Phone
Scott Paine, CLU^®	Financial Services Representative Princor Registered Representative Financial Advisor	Scott@Painefinancial.com	408.995.6851

Return to top

San Jose #3

Name	Title	E-mail	Phone
Steve Bonner	Sr. Financial Services Representative Princor Registered Representative	steve@alliedfinancialnetwork.com	408.292.1222

Return to top

San Rafael

Name	Title	E-mail	Phone
Michael S. Gold, CLU^®, ChFC^®	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	michael@goldfinancial.org	415.499.8218

Return to top

Santa Clarita

Name	Title	E-mail	Phone
Stuart Blair	Financial Services Representative Princor Registered Representative	stu-blairfs.com	661.904.2031

Return to top

Tulare

Name	Title	E-mail	Phone
Craig Vejvoda, CLU^®, ChFC^®, MSFS	Sr. Agent Princor Registered Representative Financial Advisor	cvejvoda@lightspeed.net	559.688.2900

Return to top

Visalia

Name	Title	E-mail	Phone
Anees Akhund, LUTCF	Sr. Financial Services Representative Princor Registered Representative	Akhund.Anees@principal.com	559.627.3550, ext. 13
Peter Golombek Bio (PDF: 70 KB)	Sr. Financial Services Representative Princor Registered Representative Financial Advisor	Golombek.Peter@principal.com	559.627.3550, ext. 14
Bob Mandolesi, LUTCF	Princor Registered Representative Financial Advisor	Mandolesi.Bob@principal.com	559.627.3550, ext. 22 or 661.327.7711
Kevin Wright	Financial Services Representative Princor Registered Representative	wright.kevin@principal.com	559.627.3550, ext. 33

Return to top