Meet our Financial Professionals
Fresno Office
| Name | Title | Phone | |
|---|---|---|---|
| Geoffrey T. Barry |
Princor Registered Representative |
Barry.Geoff@principal.com | 559.261.2000 |
| Rob Cozzi Jr.
Bio (PDF: 81 KB) |
Sr. Financial Services Representative Princor Registered Representative |
Cozzi.Rob@principal.com | 559.261.2000 |
| Marty Frantz |
Financial Services Representative Princor Registered Representative Financial Advisor |
Frantz.Martha@principal.com | 559.261.2000 |
| Roger George |
Sr. Financial Services Representative Princor Registered Representative |
George.Roger@principal.com | 559.261.2000 |
| William E. Griffith, CLU®, ChFC®, AEP |
Princor Registered Representative Financial Advisor |
Griffith.William@principal.com | 559.261.2000 |
| Robert Gunning |
Sr. Financial Services Representative Princor Registered Representative |
Gunning.Bob@principal.com | 559.261.2000 |
| Lance Hennesay, MBA, JD
Bio (PDF: 59 KB) |
Financial Services Representative Princor Registered Representative Financial Advisor |
Hennesay.Lance@principal.com | 559.261.2000 |
| Dana Kahler |
Sr. Financial Services Representative Princor Registered Representative |
Kahler.Dana@principal.com | 559.261.2000 |
| 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 |
| Roy Massey, LUTCF, CSA |
Financial Services Representative Princor Registered Representative |
Massey.Roy@principal.com | 559.261.2000 |
| Tony Palermo, LUTCF |
Financial Services Representative Princor Registered Representative |
Palermo.Tony@principal.com | 559.261.2000 |
| Lisa Rinehart |
Financial Services Representative Princor Registered Representative |
Rinehart.Lisa@principal.com | 559.261.2000 |
| Melissa Bradley Sperling |
Financial Services Representative Princor Registered Representative |
Sperling.Melissa@principal.com | 559.261.2000 |
| Barbara Sullivan, CLU®, ChFC® |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Sullivan.Barbara@principal.com | 559.437.3560 |
| Kevin Sullivan, MBA, CFP®, CLU® |
Princor Registered Representative |
Sullivan.Kevin@principal.com | 559.437.3560 |
| Rodney Thornton, CLU®, ChFC® |
Princor Registered Representative Financial Advisor |
Thornton.Rod@principal.com | 559.261.2000 |
| Jennifer Williams |
Sr. Financial Services Representative Princor Registered Representative |
Williams.Jennifer.D@principal.com | 559.261.2000 |
| Analisa Woodward |
Financial Services Representative Princor Registered Representative |
Woodward.Analisa@principal.com | 559.261.2000 |
Antioch
| Name | Title | Phone | |
|---|---|---|---|
| Michael Anthony Elias, CLU®, ChFC® |
Financial Services Representative Princor Registered Representative Financial Advisor |
Melias@executivebenes.com | 925.754.6512 |
Arroyo Grande
| Name | Title | Phone | |
|---|---|---|---|
| Jerry Oliver |
Financial Services Representative Princor Registered Representative |
oliver_enterprises@hotmail.com | 559.908.2059 |
Bakersfield
| Name | Title | Phone | |
|---|---|---|---|
| Jerry P. Barton
Bio (PDF: 55 KB) |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Barton.Jerry@principal.com | 661.327.7711 |
| Steve Bohn |
Financial Services Representative Princor Registered Representative |
Bohn.Steven@principal.com | 661.327.7711 |
| Scott Bourelle |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Bourelle.Scott@principal.com | 661.327.7711 |
| Mark Butcher |
Financial Services Representative Princor Registered Representative |
Butcher.Mark@principal.com | 661.327.7711 |
| Patrick Carmichael |
Financial Services Representative Princor Registered Representative |
Carmichael.Patrick@principal.com | 661.327.7711 |
| Ron Church, ChFC®, LUTCF
Bio (PDF: 73 KB) |
Sr. Financial Services Representative Princor Registered Representative |
Church.Ron@principal.com | 661.327.7711 |
| Janet Elliott
Bio (PDF: 69 KB) |
Financial Services Representative Princor Registered Representative Financial Advisor |
Elliott.Janet@principal.com | 661.327.7711 |
| Sharon M. Lehto, MBA
Bio (PDF: 73 KB) |
Financial Services Representative Princor Registered Representative |
Lehto.Sharon@principal.com | 661.327.7711 |
| Charli MacKelvey |
Sr. Financial Services Representative Princor Registered Representative |
mackelvey.charli@principal.com | 661.327.7711 |
| Roderick Patterson |
Financial Services Representative Princor Registered Representative |
Patterson.Roderick@principal.com | 661.327.7711 |
| Ken Schwocho, CLU®, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Schwocho.Ken@principal.com | 661.327.7711 |
Corte Madera
| Name | Title | Phone | |
|---|---|---|---|
| Derek Wyllie |
Financial Services Representative Princor Registered Representative |
wyllie.derek@pfsbd.com | 415.891.8764 or 415.793.6571 (cell) |
Dublin
| Name | Title | Phone | |
|---|---|---|---|
| Derek Turnbull |
Financial Services Representative Princor Registered Representative |
derek@turnbullinsurance.com | 408.437.7200 or 925.551.0159 |
Hanford #1
| Name | Title | Phone | |
|---|---|---|---|
| Joe Avila |
Financial Services Representative Princor Registered Representative |
avila.joe@princor.com | 559.280.2518 |
Hanford #2
| Name | Title | Phone | |
|---|---|---|---|
| Todd Nelson |
Financial Services Representative Princor Registered Representative |
nelson.todd@princor.com | 559.584.4495 |
Healdsburg
| Name | Title | Phone | |
|---|---|---|---|
| Richard G. Romero, J.D. |
Sr. Financial Services Representative Princor Registered Representative |
rromero@romeroinsurance.com | 707.431.3710 |
Modesto
| Name | Title | Phone | |
|---|---|---|---|
| Donna Bradley, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Bradley@downtownfinancial.net | 209.557.9234 |
Novato
| Name | Title | Phone | |
|---|---|---|---|
| James Yukio Nakamine |
Sr. Financial Services Representative Princor Registered Representative |
j.nakamine@wans.com | 415.897.2264 |
Oakland
| Name | Title | Phone | |
|---|---|---|---|
| David Romero |
Financial Services Representative Princor Registered Representative |
dromero@romeroinsurance.com | 415.606.5102 |
San Francisco
| Name | Title | Phone | |
|---|---|---|---|
| Alex Batlle |
Financial Services Representative Princor Registered Representative |
batlle.alex@principal.com | 415.951.0915 |
| Michael S. Gold, CLU®, ChFC® |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
michael@goldfinancial.org | 415.499.8218 |
| James Yukio Nakamine |
Sr. Financial Services Representative Princor Registered Representative |
j.nakamine@wans.com | 415.897.2264 |
| Brendan Walsh |
Financial Services Representative Princor Registered Representative |
bwalsh@walshcarter.com | 415.217.6200 |
San Jose #1
| Name | Title | Phone | |
|---|---|---|---|
| Kent Alexander |
Financial Services Representative Princor Registered Representative |
alexander.kent@principal.com | 403.437.7222 |
| Randy Banta, LUTC |
Financial Services Representative Princor Registered Representative |
Banta.Randall@principal.com | 408.437.7200 |
| Maggie Bening |
Financial Services Representative Princor Registered Representative |
Bening.Maggie@principal.com | 408.437.7200 |
| Eddie Biala, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Biala.Elpidio@principal.com | 408.437.7200 |
| James Boisse |
Financial Services Representative Princor Registered Representative |
boisse.james@principal.com | 415.951.0915 |
| Jeff Chilman |
Financial Services Representative Princor Registered Representative |
Chilman.Jeff@principal.com | 408.437.7200 or 408.848.0931 |
| Bob Colyar, CLU®, ChFC®, FSS |
Financial Services Representative Princor Registered Representative |
Colyar.Robert@princor.com | 408.626.6100 |
| Martha Diniz, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Diniz.Martha@principal.com | 408.437.7200 |
| Ron Engel, CLU®, ChFC®, MBA |
Sr. Agent Princor Registered Representative |
Engel.Ron@principal.com | 408.437.7200 |
| Mark Foster, LUTCF |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Foster.Mark@principal.com | 408.437.7200 |
| Richard Gumbs |
Sr. Agent Princor Registered Representative |
Gumbs.Richard@principal.com | 408.437.7200 |
| Ryshiem Henderson |
Financial Services Representative Princor Registered Representative |
Henderson.Ryshiem@principal.com | 408.437.7200 |
| Helen Hou |
Princor Registered Representative Financial Advisor |
Hou.Helen@principal.com | 408.437.7200 |
| Juliana Ji |
Financial Services Representative Princor Registered Representative |
Ji.Juliana@principal.com | 408.437.7200 |
| Ernesto Juarez |
Sr. Agent Princor Registered Representative |
Juarez.Ernesto@principal.com | 408.437.7200 |
| Joel Korelitz, LUTCF |
Financial Services Representative Princor Registered Representative |
korelitz.joel@principal.com | 408.437.7200 |
| Jack O'Brien |
Sr. Financial Services Representative Princor Registered Representative |
O'Brien.Jack@principal.com | 408.437.7200 |
| Dan Robinson |
Financial Services Representative Princor Registered Representative |
Robinson.Daniel@principal.com | 408.437.7200 |
| Grace Romasanta, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Romasanta.Grace@principal.com | 408.437.7200 |
| Kyle Tatro |
Financial Services Representative Princor Registered Representative Financial Advisor |
Tatro.Kyle@principal.com | 408.437.7200 |
| Marie Torres |
Financial Services Representative Princor Registered Representative |
Torres.Marie@principal.com | 408.437.7200 |
| Rick Utermoehlen, CLU® |
Financial Services Representative Princor Registered Representative |
Utermoehlen.Rick@principal.com | 408.437.7200 |
| Michelle Wu, MBA |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Wu.Michelle@principal.com | 408.437.7200 |
| Tina Wu |
Sr. Agent Princor Registered Representative |
Wu.Tina@principal.com | 408.437.7200 |
San Jose #2
| Name | Title | Phone | |
|---|---|---|---|
| Scott Paine, CLU® |
Financial Services Representative Princor Registered Representative Financial Advisor |
Scott@Painefinancial.com | 408.995.6851 |
San Jose #3
| Name | Title | Phone | |
|---|---|---|---|
| Steve Bonner |
Sr. Financial Services Representative Princor Registered Representative |
steve@alliedfinancialnetwork.com | 408.292.1222 |
San Rafael
| Name | Title | Phone | |
|---|---|---|---|
| Michael S. Gold, CLU®, ChFC® |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
michael@goldfinancial.org | 415.499.8218 |
Santa Clarita
| Name | Title | Phone | |
|---|---|---|---|
| Stuart Blair |
Financial Services Representative Princor Registered Representative |
stu-blairfs.com | 661.904.2031 |
Tulare
| Name | Title | Phone | |
|---|---|---|---|
| Craig Vejvoda, CLU®, ChFC®, MSFS |
Sr. Agent Princor Registered Representative Financial Advisor |
cvejvoda@lightspeed.net | 559.688.2900 |
Visalia #1
| Name | Title | Phone | |
|---|---|---|---|
| Anees Akhund, LUTCF |
Sr. Financial Services Representative Princor Registered Representative |
Akhund.Anees@principal.com | 559.627.3550 |
| Keith Clark |
Financial Services Representative Princor Registered Representative Financial Advisor |
Clark.Keith@principal.com | 559.627.3550 |
| Peter Golombek
Bio (PDF: 70 KB) |
Sr. Financial Services Representative Princor Registered Representative Financial Advisor |
Golombek.Peter@principal.com | 559.627.3550 |
| John Libby |
Financial Services Representative Princor Registered Representative |
Libby.John@principal.com | 559.627.3550 |
| Bob Mandolesi, LUTCF |
Princor Registered Representative Financial Advisor |
Mandolesi.Bob@principal.com | 559.627.3550 or 661.327.7711 |
| Andy Mucha |
Financial Services Representative Princor Registered Representative |
mucha.andy@principal.com | 559.627.3550 |
Visalia #2
| Name | Title | Phone | |
|---|---|---|---|
| Sharon Mumma, CLU®, ChFC® |
Sr. Financial Services Representative Princor Registered Representative |
Sharonmumma@sbcglobal.net | 559.627.4248 |
Visalia #3
| Name | Title | Phone | |
|---|---|---|---|
| Rob Putnam |
Sr. Financial Services Representative Princor Registered Representative |
putnam.rob@princor.com | 559.733.3310 |
