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Principal® Financial Network of Chicagoland
Meet the management team
Office leadership
Snigdha Adhikari
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 with me on LinkedIn
Jason Miller
Jason Miller
Managing Director

With over two decades of experience in the financial services industry, beginning in 2000, Jason has dedicated his professional career to helping clients achieve their financial goals. Transitioning to Principal® was a natural choice due to the company’s unwavering commitment to client-focused solutions. Principal® Financial Network offers a robust platform that helps empower financial professionals to tailor strategies to individual needs, enables personalized, and holistic financial guidance. This approach resonates deeply, aligning with Jason’s core belief that clients deserve more than generic, one-size-fits-all advice.

Contact information
630-874-8541 miller.jason@principal.com Connect with me on LinkedIn
Office staff
Sarah Lindsay
Sarah Lindsay
Assistant Director Field Operations

Sarah 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
515-297-8407 lindsay.sarah@principal.com Connect with me on LinkedIn
Mark Parish-Dunsworth
Mark Parish-Dunsworth
Manager Field Operations

Mark 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
parish-dunsworth.mark@principal.com
Estephan Covel
Estephan Covel
Business Development Consultant

Estephan works with the management team and financial representatives to implement strategies to expand their marketing, branding, and business development effort at both the representative and regional office level.

Contact information
covell.estephan@principal.com
AJ Pena
AJ Pena
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
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
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
Steve Eugster
Steve Eugster
Field Supervisor

Steve 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
eugster.steven@princpal.com
National staff
Jane Choi
Jane Choi, CLF®, LUTCF®
National Recruiting Director

For over two decades, Jane has specialized in building and leading entrepreneurial teams and helping individuals from diverse backgrounds grow and succeed in their careers. Her expertise is in recruiting, with a focus on identifying, hiring, and retaining top talent with strong business acumen and strategic problem-solving skills. Jane is passionate about fostering collaboration while upholding the values of client service, operational excellence, and market growth. Her goal is to help create high-performing offices that offer meaningful opportunities and long-term support for professionals in our industry. If you are interested in joining our nationwide network of leaders and financial professionals, she would love to connect.

Contact information
805-844-0025 choi.jane@principal.com Connect with me on LinkedIn
Lisa Rinehart
Lisa Rinehart
Regional Talent Acquisition Consultant

Lisa has decades of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission, bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.

Contact information
559-214-2123 rinehart.lisa@principal.com Connect with me on LinkedIn
Melville Waithe
Melville Waithe
National Director - Succession and Practice Management

Melville is an experienced financial services leader with a strong background in wealth management sales and a commitment to servant leadership. Skilled in managing, coaching, and mentoring teams of over 1,000 professionals, including sales coaches, financial and wealth advisors, client relationship consultants, and senior managers, both directly and indirectly. Proven success in guiding advisor teams to integrate key principles of practice management, business planning, insights discovery, advisor technology resources, and the consultative sales process into their operations. He holds an MBA and a Bachelor of Science in Business and is a proud lifetime member of the Delta Mu Delta International Honor Society in business administration and The National Society of Leadership and Success.

Contact information
704-716-2468 waithe.melville@principal.com Connect with me on LinkedIn
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