Meet our Financial Professionals
Fort Worth Office
| Name | Title | Phone | |
|---|---|---|---|
| Noel Blaas |
Sr. Agent Princor Registered Representative |
Blaas.Noel@principal.com | 817.731.5500 |
| Joyce Bramlett (specializes in Life Insurance, Long-Term Care, Employee Benefits and Retirement) |
Financial Services Representative Princor Registered Representative |
Bramlett.Joyce@principal.com | 817.731.5506 |
| Carrie Fox |
Financial Services Representative Princor Registered Representative |
Fox.Carrie@principal.com | 817.731.5500 |
| John Gallagher
Bio (PDF: 114 KB) |
Financial Services Representative Princor Registered Representative |
Gallagher.John@prinicpal.com | 817.731.5506 |
| Matthew Geltz |
Financial Services Representative Princor Registered Representative |
Geltz.Matthew@principal.com | 817.731.5500 |
| Eric Gonzalez |
Financial Services Representative Princor Registered Representative |
Gonzalez.Eric@principal.com | 817.731.5500 |
| Denise Kimmel
Bio (PDF: 77 KB) |
Financial Services Representative Princor Registered Representative |
Kimmel.Denise@principal.com | 817.731.5506 |
| Scott Kimmel |
Sr. Agent Princor Registered Representative |
Kimmel.Scott@principal.com | 817.731.5506 |
| Cory McCune
Bio (PDF: 83 KB) |
Financial Services Representative Princor Registered Representative |
McCune.Cory@principal.com | 817.731.5500 |
| Blake Rolls |
Financial Services Representative Princor Registered Representative |
Rolls.Blake@principal.com | 817.731.5500 |
| Janice Stanfield, CLU®, ChFC® (specializes in Employee Benefits and 401(k))
Bio (PDF: 75 KB) |
Financial Services Representative Princor Registered Representative |
Stanfield.Janice@principal.com | 817.731.5506 |
| Dax Symonds |
Sr. Agent Princor Registered Representative |
Symonds.Dax@principal.com | 817.731.5506 |
| Tom Takes (specializes in Qualified and Non-Qualified Plan Designs and Employee Benefits) |
Sr. Agent Princor Registered Representative |
Takes.Tom@principal.com | 817.731.5506 |
| Vickie Wallace |
Financial Services Representative Princor Registered Representative |
Wallace.Vickie@principal.com | 817.731.5500 |
| Bret Whiteley |
Financial Services Representative Princor Registered Representative |
Whiteley.Bret@principal.com | 817.731.5500 |
Austin
| Name | Title | Phone | |
|---|---|---|---|
| Rob Klepner |
Financial Services Representative Princor Registered Representative |
Klepner.Rob@principal.com | 512.346.4479 |
| Gabe Logsdon |
Financial Services Representative Princor Registered Representative |
Logsdon.Gabe@principal.com | 512.346.4479 |
Burnet
| Name | Title | Phone | |
|---|---|---|---|
| Bert McNelly (specializes in Life Insurance and Estate Planning) |
Sr. Agent |
bmcnelly@hughes.net | 512.715.9580 |
College Station
| Name | Title | Phone | |
|---|---|---|---|
| David Watson
Bio (PDF: 45 KB) |
Financial Services Representative Princor Registered Representative |
d.watson@davidmwatson.com | 979.693.1588 |
Dallas/Addison Office
| Name | Title | Phone | |
|---|---|---|---|
| Doug Bashaw |
Sr. Financial Services Representative Princor Registered Representative |
Bashaw.Doug@principal.com | 972.980.9990 |
| Kathy Costner
Bio (PDF: 88 KB) |
Financial Services Representative Princor Registered Representative |
Costner.Kathy@principal.com | 972.980.9990 |
| Brian Helm (specializes in Life and Disability Insurance, Asset Allocation, Retirement Planning and Employee Benefits) |
Financial Services Representative Princor Registered Representative |
Helm.Brian@principal.com | 972.980.9990 |
| Angie Meenan |
Financial Services Representative Princor Registered Representative |
Meenan.Angie@principal.com | 972.980.9990 |
| Rainey Rogers, CFP® (specializes in Estate and Retirement Planning) |
Sr. Agent Princor Registered Representative Financial Advisor |
Rogers.Rainey.S@principal.com | 972.980.9990 |
| Paul Saifi |
Financial Services Representative Princor Registered Representative |
Saifi.Paul@principal.com | 972.980.9990 |
| Fred Shlesinger
Bio (PDF: 76 KB) |
Financial Services Representative Princor Registered Representative |
Shlesinger.Fred@principal.com | 972.980.9990 |
| Wes Sorensen
Bio (PDF: 76 KB) |
Financial Services Representative Princor Registered Representative |
Sorensen.Wesley@principal.com | 972.980.9990 |
| Gary Ulrich, CLU®, ChFC® |
Financial Services Representative Princor Registered Representative |
Ulrich.Gary@principal.com | 972.980.9990 |
Dallas
| Name | Title | Phone | |
|---|---|---|---|
| Jim Waldorf |
Financial Services Representative Princor Registered Representative |
Waldorf.James@princor.com | 972.850.2815 |
Edmond
| Name | Title | Phone | |
|---|---|---|---|
| Clint Franklin |
Financial Services Representative Princor Registered Representative |
Franklin.Clint@princor.com | 405.285.9959 |
El Paso Office
| Name | Title | Phone | |
|---|---|---|---|
| Andrew Harris |
Financial Services Representative Princor Registered Representative |
Harris.Andrew@principal.com | 915.598.8885 |
| Jonathan Lopez |
Financial Services Representative Princor Registered Representative |
Lopez.Jonathan@principal.com | 915.598.8885 |
| Jorge Macias |
Financial Services Representative Princor Registered Representative |
Macias.Jorge@principal.com | 915.598.8885 |
| Cindy Rivas |
Financial Services Representative Princor Registered Representative |
Rivas.Cindy@principal.com | 915.598.8885 |
El Paso
| Name | Title | Phone | |
|---|---|---|---|
| Gilbert Garcia |
Financial Services Representative Princor Registered Representative |
garciajr.gilbert@pfsbd.com | 915.858.4437 |
Georgetown
| Name | Title | Phone | |
|---|---|---|---|
| Judy Morrow, LUTCF |
Financial Services Representative Princor Registered Representative Investment Adviser Representative |
Morrow.Judith@princor.com | 512.868.5761 |
Hurst
| Name | Title | Phone | |
|---|---|---|---|
| Larry Goldstein, CLU®, ChFC® |
Financial Services Representative Princor Registered Representative |
Goldstein.Lawrence@princor.com | 817.520.2000 |
Keller
| Name | Title | Phone | |
|---|---|---|---|
| Kelley Clowe |
Financial Services Representative Princor Registered Representative |
Clowe.Kelley@princor.com | 817.431.9507 |
Mansfield
| Name | Title | Phone | |
|---|---|---|---|
| Stephanie Hays |
Financial Services Representative Princor Registered Representative |
Hays.Stephanie@princor.com | 817.917.7248 |
McKinney
| Name | Title | Phone | |
|---|---|---|---|
| Francisco Cabrera |
Financial Services Representative Princor Registered Representative |
Cabrera.Francisco@princor.com | 214.549.8690 |
Odessa
| Name | Title | Phone | |
|---|---|---|---|
| Janet Ansley |
Financial Services Representative Princor Registered Representative |
Ansley.Janet@princor.com | 432.362.2216 |
| Howard Bethel |
Financial Services Representative Princor Registered Representative |
HOBethel@cableone.net | 432.362.2216 |
Oklahoma City Office
| Name | Title | Phone | |
|---|---|---|---|
| John Hoffman |
Princor Registered Representative Financial Advisor |
Hoffman.JG@principal.com | 405.842.3093 |
| Robert T. Horch |
Financial Services Representative Princor Registered Representative Financial Advisor |
Horch.Robert@principal.com | 405.842.3093 |
| Steven Montgomery |
Financial Services Representative Princor Registered Representative |
Montgomery.Steve@princor.com | 405.842.3093 |
| Jan Nelson, CLU®, ChFC® (specializes in Working with Women Business Owners, Employee Benefits, Life Insurance and Retirement Planning)
Bio (PDF: 61 KB) |
Sr. Agent Princor Registered Representative |
Nelson.Jan.A@principal.com | 405.842.3093 |
| Gary Smith |
Financial Services Representative Princor Registered Representative |
Smith.Gary@principal.com | 405.842.3093 |
| Brandon Story |
Financial Services Representative Princor Registered Representative |
Story.Brandon@principal.com | 405.842.3093 |
| Wes Wadkins (Tulsa, OK) |
Financial Services Representative Princor Registered Representative |
Wadkins.Wes@princor.com | 918.605.5071 |
| Jason Wilkens |
Financial Services Representative Princor Registered Representative |
Wilkens.Jason@principal.com | 405.842.3093 |
Plano
| Name | Title | Phone | |
|---|---|---|---|
| Mike Gonzales |
Financial Services Representative Princor Registered Representative |
Gonzales.Mike@principal.com | 972.881.5511 |
Pond Creek
| Name | Title | Phone | |
|---|---|---|---|
| Micah Taylor (specializes in Life Insurance and IRA's-fee based advisory accounts) |
Sr. Agent Princor Registered Representative Investment Adviser Representative |
Taylor.Micah@princor.com | 580.532.6359 |
Round Rock
| Name | Title | Phone | |
|---|---|---|---|
| Lauren Kuhnel |
Financial Services Representative Princor Registered Representative |
Lauren@kuhnelfinancial.com | 512.388.0812 |
Round Rock
| Name | Title | Phone | |
|---|---|---|---|
| Robert Pullin (specializes in Financial needs analysis for small to medium businesses, Estate and Retirement Planning, Individual Planning, IRAs, and Fee-Based Account Management)
Website |
Financial Services Representative Princor Registered Representative Financial Advisor |
Pullin.Robert@princor.com | 512.794.5959 |
San Antonio Office
| Name | Title | Phone | |
|---|---|---|---|
| Chris Kelm, CFP® |
Financial Services Representative Princor Registered Representative |
Kelm.Chris@principal.com | 210.340.3122 |
| Pete Mayberry |
Financial Services Representative Princor Registered Representative |
Mayberry.Pete@principal.com | 210.340.3122 |
| Bruce Swearingen (specializes in Financial Needs Analysis for Individuals and Small-to-Medium Businesses including Qualified and Non-Qualified Plan Designs, Employee Benefits, Individual Planning, Estate and Retirement Planning, Long Term Care and Bi-Lingual Spanish)
Bio (PDF: 67 KB) |
Financial Services Representative Princor Registered Representative |
Swearingen.Bruce@principal.com | 210.340.3122 |
| Fred Walters, LUTCF (specializes in Life Insurance and Annuities) |
Financial Services Representative Princor Registered Representative |
Walters.Fred@principal.com | 210.340.3122 |
| Charles Ward |
Financial Services Representative Princor Registered Representative |
not available | 210.340.3122 |
San Antonio
| Name | Title | Phone | |
|---|---|---|---|
| Jerry Campa |
Financial Services Representative Princor Registered Representative |
Campa.Jerry@principal.com | 210.588.9898 |
Tulsa
| Name | Title | Phone | |
|---|---|---|---|
| Steve Brown |
Sr. Agent Princor Registered Representative |
Brown.Steven@princor.com | 918.494.6080 |
Tulsa
| Name | Title | Phone | |
|---|---|---|---|
| Richard Orvis, CLU®, ChFC®, RHU (specializes in Investment Portfolio Management and Retirement Planning)
Website |
Sr. Agent Princor Registered Representative Financial Advisor |
RICH@richardorvis.com | 918.492.0077 |
Walters
| Name | Title | Phone | |
|---|---|---|---|
| Phil Norman, CLU®, ChFC®, LUTCF (specializes in Pension Rollover and Distribution Planning) |
Sr. Agent Princor Registered Representative |
Norman.Phil@princor.com | 580.875.2578 |
