Meet our Financial Professionals
Fort Worth Office
| Name | Title | Phone | |
|---|---|---|---|
| Noel Blaas |
Sr. Agent |
Blaas.Noel@principal.com | 817.731.5500 |
| Joyce Bramlett (specializes in Life Insurance, Long-Term Care, Employee Benefits and Retirement) |
Sr. Financial Services Representative Princor Registered Representative |
Bramlett.Joyce@principal.com | 817.731.5506 |
| Carrie Fox |
Financial Services Representative Princor Registered Representative |
Fox.Carrie@princor.com | 817.676.6194 |
| John Gallagher
Bio (PDF: 114 KB) |
Sr. Financial Services Representative Princor Registered Representative |
Gallagher.John@prinicpal.com | 817.731.5506 |
| Michael Grozier |
Financial Services Representative Princor Registered Representative |
Grozier.Michael@princor.com | 254.897.3468 |
| Denise Kimmel
Bio (PDF: 77 KB) |
Sr. Financial Services Representative Princor Registered Representative |
Kimmel.Denise@principal.com | 817.731.5506 |
| Scott Kimmel |
Sr. Financial Services Representative 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) |
Sr. Financial Services Representative Princor Registered Representative |
Stanfield.Janice@principal.com | 817.731.5506 |
| Dax Symonds |
Sr. Financial Services Representative Princor Registered Representative |
Symonds.Dax@principal.com | 817.731.5506 |
| Tom Takes (specializes in Qualified and Non-Qualified Plan Designs and Employee Benefits) |
Sr. Financial Services Representative Princor Registered Representative |
Takes.Tom@principal.com | 817.731.5506 |
| Bret Whiteley |
Financial Services Representative Princor Registered Representative |
Whiteley.Bret@principal.com | 817.731.5500 |
Austin Office
| Name | Title | Phone | |
|---|---|---|---|
| Gabe Logsdon |
Financial Services Representative Princor Registered Representative |
Logsdon.Gabe@principal.com | 512.342.0507 |
| Walter Magana |
Financial Services Representative Princor Registered Representative |
Magana.Walter@princor.com | 512.663.1509 |
Burnet
| Name | Title | Phone | |
|---|---|---|---|
| Bert McNelly (specializes in Life Insurance and Estate Planning) |
Sr. Agent |
bmcnelly@hughes.net | 512.715.9580 |
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 |
| John Noey |
Financial Services Representative Princor Registered Representative |
Noey.John@principal.com | 915.598.8885 |
| Cindy Rivas |
Financial Services Representative Princor Registered Representative |
Rivas.Cindy@principal.com | 915.598.8885 |
| Frank Vigil |
Financial Services Representative Princor Registered Representative |
Vigil.Frank@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 |
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 | |
|---|---|---|---|
| Carey Alexander (Tulsa) |
Financial Services Representative Princor Registered Representative |
Alexander.Carey@princor.com | 918.576.4359 |
| John G. Bizal |
Financial Services Representative Princor Registered Representative |
Bizal.John@principal.com | 405.842.3093 x114 |
| Marci Hensley |
Sr. Financial Services Representative Princor Registered Representative |
Hensley.Marci@principal.com | 405.842.3093 |
| 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 |
| Keri L. Kalka |
Sr. Financial Services Representative Princor Registered Representative |
Kalka.Keri@princor.com | 405.210.8670 |
| 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. Financial Services Representative Princor Registered Representative |
Nelson.Jan.A@principal.com | 405.842.3093 |
| Tim Smith |
Financial Services Representative Princor Registered Representative |
Smith.Tim.R@principal.com | 405.842.3093 |
| Brandon Story |
Financial Services Representative Princor Registered Representative |
Story.Brandon@princor.com | 405.863.4213 |
| Wes Wadkins (Tulsa, OK) |
Financial Services Representative Princor Registered Representative |
Wadkins.Wes@princor.com | 918.605.5071 |
Pond Creek
| Name | Title | Phone | |
|---|---|---|---|
| Micah Taylor (specializes in Life Insurance and IRA's-fee based advisory accounts) |
Sr. Financial Services Representative 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 |
| Valerie Ballesteros |
Financial Services Representative Princor Registered Representative |
Ballesteros.Valerie@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 |
Walters.Fred@principal.com | 210.340.3122 |
San Antonio
| Name | Title | Phone | |
|---|---|---|---|
| Jerry Campa |
Financial Services Representative Princor Registered Representative |
Campa.Jerry@principal.com | 210.588.9898 |
| Raphael Vega |
Sr. Agent |
Vega.Raphael@princor.com | 210.378.0679 |
Tulsa
| Name | Title | Phone | |
|---|---|---|---|
| Steve Brown |
Sr. Financial Services Representative 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. Financial Services Representative Princor Registered Representative |
RICH@richardorvis.com | 918.492.0077 |
Walters
| Name | Title | Phone | |
|---|---|---|---|
| Phil Norman, CLU®, ChFC®, LUTCF (specializes in Pension Rollover and Distribution Planning) |
Sr. Financial Services Representative Princor Registered Representative |
Norman.Phil@princor.com | 580.875.2578 |
