Meet the North Central Florida Business Center Team
R. Daryl Holton, CLU®, ChFC® - Regional Managing Director
As a Managing Director in the North Central Florida Business Center, Daryl Holton utilizes his knowledge and experience to instruct and mentor new advisors. He joined the Principal Financial Group® in 1986 as an advisor in the North Central Florida Business Center and was promoted to field management in 1991. He is a nine time qualifier for the Principal Financial Group's Management Achievement Round Table and served as a member of the Principal® Field Leaders Group.
Daryl has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations from the American College, Bryn Mawr, Pennsylvania and completed the Agency Management Training Course. With over 28 years of experience in the financial services industry Daryl works with his clients to identify, prioritize and obtain their personal and business financial goals. He specializes in business strategies and estate planning. Daryl Holton is a Registered Representative and Investment Advisor Representative of Princor Financial Services Corporation. He has obtained the series 7, 24, 53, and 66 registrations with the Financial Industry Regulatory Authority (FINRA).
Daryl serves as a member of the Board of Directors for the Northeast Florida Chapter of the Society of Financial Services Professionals. He is a member of the National Association of Insurance and Financial Advisors and GAMA International. He has achieved the International Management Award - Gold. Additionally, he is a parishioner of St. Matthew's Catholic Church, a member of The First Coast YMCA, Riverside Avondale Preservation and an alumnus of Pi Lambda Phi Fraternity.
He earned his Bachelor of Science degrees in Psychology and Sociology from Jacksonville University. He and his wife of over 32 years, Cathy, live in Jacksonville, Florida. They have two daughters, Rachel and Caitlin.
David A. Andrews, CLU®, ChFC® - Managing Director
In 2009, David Andrews earned the #1 Manager of the Year Award, qualifying for the elite Management Achievement Round Table at The Principal. As Managing Director of the North Central Florida Business Center, David is responsible for recruiting, professional development, sales and market growth. He is a member of GAMA International, the National Association of Insurance and Financial Advisors, and a lifetime member of the prestigious Million Dollar Round Table. David started his career as a financial representative in Birmingham, Alabama, in 1981. In 1984 he was promoted to District Manager in Birmingham where he built a million dollar unit from scratch with 24 producers and a retention rate of 60%. In 1995, he was promoted to executive vice-president and relocated to Jacksonville where he won seven Leadership Awards and two President's Trophies.
David resides in Ponte Vedra Beach with his wife, Michele, and their son, Austin. David also serves on the Executive Advisory Board for the University of Alabama, Sawgrass Country Club, and the Rick Wilkins Foundation for Disabled Adults. "The Principal Financial Group is a recognized leader in helping owners, executives and employees of growing businesses protect what's most important to them–their livelihoods and their families."
Thomas P. Coonley, CLU®, ChFC® - Development Director
As the Director of Development for the North Central Florida Business Center, Tom Coonley brings over 34 years of sales, training, and management experience to his position that focuses on the training, education, and motivation of all our new and experienced agents. Entering the industry in 1976, Tom spent many of those years in management responsibilities that required those skills for the agents he recruited and hired. Additionally, as a personal producer during a number of those years, Tom demonstrated his sales ability by qualifying for the Million Dollar Round Table five times. Tom joined The Principal over 5 years ago and has spent the last 2 years in his current capacity.
Tom earned the Chartered Life Underwriter and Chartered Financial Consultant professional designations and completed the Advanced Estate Planning I program from the American College, Bryn Mawr, Pennsylvania. He is also a completer of the Agency Manager Training Course. Tom has been very active in the insurance industry with particular service to the American Society of CLU and ChFC (now Society of Financial Service Professionals). He was president of the local chapter and served the national organization in numerous capacities, including chairman of several national committees and finally as a national director of the Society. Tom is a Financial Services Representative with The Principal and a Registered Representative with Princor Financial Services Corporation. His insurance strengths are in the areas of estate planning and business insurance strategies.
Tom has served his business and civic community in numerous leadership capacities including serving as president of both the Meninak Club of Jacksonville and the University of North Florida Foundation. Additionally, he served as chairman of committees within the Jacksonville Chamber of Commerce, University Hospital, Theater Jacksonville, and many others. He served his community as a volunteer fire chief and as the sergeant of the artillery for the Spanish Garrison at the Castillo de San Marcos in St. Augustine.
Tom is a graduate of the University of Maine with a BS in Business Administration. He and his wife Sally reside in St. Augustine, Florida and have three grown daughters and five grandchildren.
Shirley A. Cody, ACS - Operations Manager
904.281.0960, x106, Direct Line 904.999.3106
Shirley Cody brings many years of experience in the financial services industry since joining the Principal Financial Group® in 1977. As Operations Manager of the North Central Florida Business Center, Shirley manages the daily operations of the business center, supervises staff in both our Jacksonville and Maitland offices, provides pre-sale and post-sale assistance to our agency associates and brokers, and supports our management team in the recruiting, selection and development of new associates. She currently serves on the company's Operations Manager Advisory council. Prior to her current position as Operations Manager, she worked with our independent distribution channel as Brokerage Sales Manager.
Shirley is Life and Health licensed in the State of Florida, holds the Series 6 and 26 registrations with FINRA, and has earned the Associate Customer Service designation from the Life Office Management Association.
Shirley is a native of Jacksonville where she lives with her husband and son.
Rebecca Brothers - Marketing Consultant
904.281.0960, x105, Direct line 904.999.3105
As a Marketing Consultant in the North Central Florida Business Center with the Principal Financial Group®, Rebecca works closely with our Financial Services Representatives in developing personalized marketing plans and providing marketing plan consultations. Rebecca's skills and areas of expertise include market development, initiating marketing projects, and as a member or our Management Team Rebecca spends time promoting the Principal brand in the North Central Florida area. Rebecca joined the Principal Financial Group in 2002 and has received three promotions during her time with the Principal®.
Rebecca attended Morehead State University in Morehead, Kentucky and the University of Cincinnati in Cincinnati, Ohio where she majored in Art History and Public Relations. Rebecca is also Life and Health licensed. Rebecca is a member of the National Association of Professional Women (NAPW), the Women in Insurance and Financial Services (WIFS) Northeast Florida and a member of NAIFA Jacksonville.
Rebecca has lived in Jacksonville for ten years with her silky terrier. She is drawn to and passionate about charitable organizations such as The Blood Alliance, Salvation Army, and the humane society. Rebecca's hobbies and interests include going to the gym, beach, and college football.
Lori Scott - Sales Support Specialist
Lori joined the North Central Florida Business Center of the Principal Financial Group® in 2004. As a Sales Support Specialist, she provides administrative and marketing support to some of our top financial representatives. In addition, Lori assists our leadership team in monitoring achieving our Business Center production and service goals.
Lori has had the privilege of living in several places across the country while her husband, Tim, served in the United States Army. After retiring in 2007, they made Jacksonville, Florida their home. They have one son, Brandon who is currently serving in the Army.
Cathy Crews - Sales Support Specialist
As a Sales Support Specialist in our North Central Florida Business Center with the Principal Financial Group®, Cathy works with a diverse group of our financial representatives. Her experience and expertise allows her to provide valuable assistance to some of our Senior Financial Representatives, and guidance to some of our newer associates. Cathy is a tremendous resource for our financial representatives processing new business and assisting with client services. Cathy joined the Principal Financial Group® in 2006. She had previously worked for 16 years with the Duval County Public School System.
Cathy is a native of West Virginia moving to Jacksonville in 1974. She and her husband, Don, have been married 38+ years. They have three children and one grandchild. She enjoys fishing, traveling, gardening and spending time with her family.
Fran Whidden - Sr. Marketing Coordinator
Fran joined the Orlando Agency of the Principal Financial Group® in 1989. In 1998 the Orlando Agency was merged with Jacksonville Agency to create our North Central Florida Business Center. Fran currently serves as our Maitland Unit office’s point of contact as Senior Marketing Coordinator, utilizing her experience and expertise to provide administrative support to our financial representatives in the Greater Orlando Area with the processing of new business and policy owner service.
Fran has been a part of the Orlando community for over 36 years. In her spare time, she enjoys traveling, spending time with friends, and of course enjoying special moments with her little granddaughter, son and family.