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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Alabama Meet the management team - Alabama
Principal® Financial Network of Alabama
Meet the management team
Office leadership
Todd Schoonover headshot

Todd Schoonover

Regional Managing Director

Todd has over two decades of experience in financial services and he is dedicated to guiding financial professionals in the dynamic world of investment and risk management. Under his leadership, Todd has established a culture focused on building strong, heartfelt relationships, helping both individuals and businesses with financial planning and risk management strategies. He holds a B.S. in Finance with a minor in Economics from the University of Tennessee at Chattanooga and remains active in his alumni community, including involvement with Kappa Sigma Fraternity. He is also a member of NAIFA, staying engaged in the industry. Outside of his professional life, Todd enjoys golfing and boating with his wife, their three adult children, extended family, and friends.
Contact information 770-250-7600 schoonover.todd@principal.com Connect on LinkedIn
Frank Avrett headshot

Frank Avrett

Senior Managing Director

Frank has devoted over three decades empowering others with the financial tools and confidence to achieve their goals. Frank focuses on offering opportunities to individuals who want to become financial professionals and make a difference in their communities. His clients' and financial professionals' aspirations are at the core of his mission. He holds a degree in Economics and Finance from Auburn University. Outside of his professional life, Frank and his family are avid outdoors people and enjoy hiking the mountains of North Georgia as often as possible with their Golden Retrievers.
Contact information 770-250-7575 avrett.frank@principal.com Connect on LinkedIn
Chris Sizemore headshot

Chris Sizemore, CLF®

Senior Managing Director

Chris Sizemore focuses on the growth and development of the Birmingham Office. With 20 plus years of industry experience with Principal, Chris oversees growth, recruiting, and supervision within the state. He is actively involved in the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). Chris is a graduate of Auburn University. In his spare time, Chris enjoys spending time with his family, golfing, and supporting Auburn athletics.
Contact information 205-444-5591 sizemore.chris@principal.com Connect on LinkedIn
Sean An headshot

Sean An

Managing Director

Since beginning a career in financial services in 2005, Sean has focused on helping individuals and businesses navigate retirement planning and financial strategies. Specializing in small to medium-sized company-sponsored retirement plans, he works closely with clients to develop tailored approaches that align with their long-term goals. Sean’s experience and dedication have allowed him to build strong professional alliances, particularly within the Korean market and in collaboration with CPAs. Integrity, faith, and a genuine care for clients are the guiding principles that shape his work. Outside of work, Sean enjoys spending time with his spouse and two children.
Contact information 770-250-7602 an.sean@principal.com Connect on LinkedIn
Justin Garofalo headshot

Justin Garofalo, MBA

Managing Director - Investments

Justin joined Principal® in 2019 and leverages over a decade of experience in the financial services and wealth management industry to support the growth of financial professionals. He focuses on helping financial professionals access the global resources of Principal and enabling clients to pursue their personal and professional financial goals. Justin holds an MBA from The University of Memphis and a bachelor's degree from Auburn University, with a concentration in Finance and a minor in International Business. In his spare time, he enjoys golf, deep-sea fishing, and spending quality time with family and friends, and is an avid animal activist.
Contact information 770-250-7577 garofalo.justin@principal.com Connect on LinkedIn
Office staff
Dava Weitzel Headshot

Dava Weitzel

Associate Director Field Operations

Dava drives operational excellence in partnership with the regional and territory leaders. Through leadership of and in partnership with a team of territorial support staff she strives to deliver solutions to help financial professionals cultivate compliant and best in class practices.
Contact information 770-250-7606 weitzel.dava@principal.com Connect on LinkedIn
Ginny Otero headshot

Ginny Otero

Manager Field Operations

Ginny leads a team of new business consultants and works closely with corporate partners to develop processes which enable the team to provide an elevated level of service to the representatives in the territory.
Contact information otero.ginny@principal.com
Josh Hall headshot

Josh Hall

Senior Business Development Consultant

Josh works alongside the management team and financial representatives to create and implement initiatives designed to boost marketing, enhance branding, and drive business development at both the individual representative and regional office levels.
Contact information hall.josh@principal.com
Reginald Lawton headshot

Reginald Lawton

New Business Consultant

Reginald is responsible for consulting and managing new business case design and submission. He partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.
Contact information lawton.reginald@principal.com
MattFreeman

Matt Freeman

Site Coordinator

Matt plays a crucial role in ensuring our offices operate efficiently. Working closely with the entire team, he serves as a skilled troubleshooter who addresses challenges head-on. Matt takes pride in making sure inquiries are handled promptly. With his proactive approach and attention to detail, Matt contributes to a supportive environment where client needs are prioritized.
Contact information freeman.matt@principal.com
Headshot of Suzie Daggett

Suzie Daggett

Candidate Experience Consultant

Suzie partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.
Contact information daggett.suzie@principal.com
Allen Little headshot

Alan Little

Field Supervisor

Alan assists the management team with their supervisory and regulatory responsibilities. He is crucial to maintaining the integrity of the firm by ensuring activities comply with regulatory requirements, laws, and firm policies.
Contact information little.alan@principal.com
National staff
Headshot of Melville Waithe

Melville Waithe

National Director - Succession and Practice Management

Mel Waithe is a seasoned financial services leader specializing in wealth management, sales, and practice management. As National Director at Principal, he leads Succession and Practice Management, partnering with advisors and leaders to help build, grow, and successfully transition thriving businesses. Mel has developed practical tools, resources, and coaching strategies that support advisor success through client engagement, succession planning, business management, and teaming initiatives that strengthen practices and support long-term sustainability. He holds an MBA and a Bachelor of Science in Business.
Contact information 704-716-2468 waithe.melville@principal.com Connect on LinkedIn
EvaCoutermarsh

Eva Coutermarsh

National Recruiting Director

Eva is an accomplished leader with more than 20 years of experience building and developing entrepreneurial teams, helping individuals from diverse backgrounds grow their careers while advancing business objectives. She specializes in recruiting, developing, and retaining talented professionals with strong business acumen and a commitment to client service, operational excellence, and growth. Guided by a servant leadership philosophy, Eva is passionate about creating high-performing offices that offer meaningful opportunities for long-term success in the financial industry. She holds a Bachelor of Arts in English/Communication from Massachusetts College of Liberal Arts and is actively seeking talented professionals to join the nationwide team at Principal®.
Contact information 617-797-2741 coutermarsh.eva@principal.com Connect on LinkedIn
Connect with us

Research our firm with FINRA’s BrokerCheck.

The Financial Professionals in the Principal® Financial Network of Alabama and Georgia are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services.

This site is not a solicitation of interest in any of these products in any other state. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third-party entities.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of Alabama and Georgia may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state’s registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.