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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Michigan Meet the management team - Michigan
Principal® Financial Network of Michigan
Meet the management team
Office leadership

Bill Jaconette, AIF®

Managing Director

Bill joined Principal® in 2018 and brings over two decades of experience in the financial industry, including private banking and wealth management. Bill focuses on growing financial professional practices and assisting clients by offering unique financial planning strategies to individuals and business owners. He graduated from Western Michigan University with a BBA in Marketing and prior to his financial services career, Bill was a PGA golf professional. His community involvement includes supporting organizations like Ele’s Place, YMCA, Habitat for Humanity, Junior Achievement, the McLaren Foundation and he serves on the Board of Directors for the Lansing Symphony Orchestra. In his free time, Bill enjoys spending time with his children, golfing, reading, and exploring his new hobby of skeet and trapshooting.
Contact information 517-346-7964 jaconette.bill@principal.com Connect on LinkedIn

Joe Pearcy, CFP®, ChFC®, AIF®, LUTCF®

Managing Director

Joe joined Principal Financial Group® in 2018 as a managing director for our Kalamazoo office, leading his team with more than 15 years of financial services experience. Joe’s goal is to build and maintain long-lasting, meaningful relationships with clients as he helps prepare them financially for major life events, while guiding and supporting them towards their financial goals. Joe’s team prioritizes important issues, their clients’ values and helping them grasp the “big picture.” A Michigan native, Joe graduated from Calvin College and has earned multiple designations through the American College of Financial Services. Joe and his family live in Kalamazoo where he enjoys the outdoors, staying physically active, and spending time with the people he loves and cares about most.
Contact information 269-888-1500 pearcy.joe@principal.com Connect on LinkedIn
Office staff
Sarah Lindsay headshot

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 on LinkedIn
Mark Parish-Dunsworth headshot

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
Cathy Zahn headshot

Cathy Zahn

Senior Business Development Consultant

Cathy partners 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.
Contact information zahn.cathleen@principal.com
Barbara Polcyn headshot

Barbara Polcyn

Senior New Business Consultant

Barbara 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.
Contact information polcyn.barbara@principal.com
Lisa Solomon headshot

Lisa Solomon

Senior Site Coordinator

Lisa 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. Lisa takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Lisa contributes to a supportive environment where client needs are prioritized.
Contact information solomon.lisa@principal.com
Jennifer Menth headshot

Jennifer Menth

Candidate Experience Consultant

Jennifer 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 menth.jennifer@principal.com
Isabel Thompson Headshot

Isabel Thompson

New Business Consultant

Isabel directs the design and submission of new business cases. Working together with financial professionals and their teams, along with corporate product partners, she verifies that all cases are submitted with precision and adhere to product area processes. Isabel’s commitment to excellence ensures timely processing.
Contact information thompson.isabel@principal.com
Matt Woller headshot

Matt Woller

Field Supervisor

Matt 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 woller.matt@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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

The Financial Professionals in the Principal® Financial Network of Michigan 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 Michigan 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.