Duane has over 25 years of industry experience, including serving as managing partner of one of the largest financial firms in the U.S., overseeing operations across five states and 28 locations. Passionate about mentoring and building the next generation of industry leaders, Duane has guided many to achieve significant career milestones. As a Certified Enneagram and Life Coach, he helps others grow in self-awareness, emotional intelligence, and confidence. Duane and his wife are active in their community through Abundant Life Church and various charitable organizations, including Rachael House, CASA, and Compassion International. The Bartletts live in Leawood, Kansas, where they enjoy family life with their six children and eight grandchildren.
Formerly a vice president of national sales and marketing at LPL, Elizabeth brings more than 17 years of financial services experience to our team. As one of the original members of a Kansas City-based RIA, she played a significant role in the corporate retirement plan space, achieving accolades for her recruitment efforts and contributing to the development of support services for mergers and acquisitions, advisor service models, and fee-based solutions. She also structured a Financial Wellness Program to provide coaching and consulting for top producers nationwide. Elizabeth is on the advisory council to the Dean at the college of Business and an executive mentor at Kansas State University, as well as being active in Women in Insurance and Financial Services, Rock the Street Wallstreet, Girls on the Run, and Blindspot KC. She and her husband, a fellow Kansas State University graduate, are raising two future Wildcats.
Patrick has 15+ years of financial services experience and is proud to say that his team works with a greater purpose in mind – to give people the financial tools and confidence to live their best lives. Prior to becoming a managing director, Patrick was a financial advisor and annuity specialist, where he trained over 150 financial professionals, as well as being a mutual funds and annuity products wholesaler. Outside of work, he actively supports local hospitals and global healthcare initiatives. Patrick is a former UMass–Boston collegiate hockey and lacrosse player and enjoys coaching local sports teams in his free time. He lives in Kirkwood, Missouri, with his wife and son.
Andrea 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.
Ginny 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.
Doug works with the management team and financial representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Marlene is responsible for consulting and managing new business case design and submission. She 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.
Briana 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. Briana takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Briana contributes to a supportive environment where client needs are prioritized.
Kassie 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.
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.
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.
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.
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.