Retirement plans Get the most out of your employer-sponsored retirement plans, including a 401(k).
Annuities Use a guaranteed income stream to help diversify your retirement options.
Individual retirement accounts (IRAs) Set up (and save in) a tax-advantaged account that’s just right for you.
Enroll today, save for tomorrow.
Sign up for your workplace retirement plan.

Enroll now

Looking for a dentist in your network?
Search our directory or browse a list of providers in your area.

Find a dentist

Create an account
Set up your online access and update your information.

Get started

Benefits and insurance Find out how to protect what matters most and support your well-being.
Estate planning Learn how to build a foundation to help your loved ones and leave a legacy.
Financial planning Discover tools, tips, and insights to help reach your short- and long-term goals.
Investing Create a plan and boost your knowledge so you know how to make financial progress.
Retirement Strategies to save for (and enjoy) your retirement.
View all articles
Featured Article

How to create your own lifelong financial plan, step by step

Create a just-for-you path to balance your short- and long-term goals.

How can we help you? Close
Visit the search page to explore all content and features.
Log in

For individuals

About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Chicagoland Meet the management team - Chicagoland
Principal® Financial Network of Chicagoland
Meet the management team
Office leadership
Snigdha Adhikari headshot

Snigdha Adhikari

Regional Managing Director

Snigdha has been in the financial services industry for close to two decades. She began her career as a financial professional building a successful practice in a new market primarily through community involvement and center of influence relationships. Snigdha has a unique combination of experience and expertise as she has served in leadership roles building organizations. Her focus has always been driving strategic initiatives and partnerships between the corporate and sales partners. Among her recent accomplishments—significant acquisitions in the recruiting space, substantial growth in net new assets, and firm-wide recognition for her team’s financial planning and on boarding successes.
Contact information 630-874-6447 adhikari.snigdha@principal.com Connect on LinkedIn
Office staff
Becky Helle headshot

Becky Helle, CLF®, CMC

Assistant Director Field Operations

Becky 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 319-730-1030 helle.becky@principal.com Connect on LinkedIn
Erin Thornburgh Headshot

Erin Thornburgh

Senior Manager Field Operations

Erin leads a team of new business consultants and works closely with corporate partners to develop processes which enable the team to provide a high level of service to the representatives in the territory.
Contact information thornburgh.erin@principal.com
Rob Gasmen headshot

Rob Gasmen

Business Development Consultant

Rob 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 gasmen.rob@principal.com Connect on LinkedIn
AJ Pena headshot

AJ Peña

New Business Consultant

AJ 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 pena.aj@principal.com
Gina Rogala headshot

Gina Rogala

Site Coordinator

Gina plays a crucial role in ensuring our offices operate efficiently. Working closely with the entire team, she serves as a skilled troubleshooter who addresses challenges head-on. Gina takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Gina contributes to a supportive environment where client needs are prioritized.
Contact information rogala.gina@principal.com
Tracey Norman headshot

Tracey Norman

Candidate Experience Consultant

Tracey 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, and preparing contracting and registration paperwork.
Contact information norman.tracey@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.