Sal has been leading financial professionals since 1986, most recently as the regional managing director of our office since 2013. Sal is also the founder and CEO of Centennial Group. Sal’s focus is to assist in the development of financial professionals within his firm. He carries out its mission to change lives through assisting individuals and business owners in making smart choices with their money. Sal is on the hospital board at McLaren and is co-founder of All of God’s Children. Sal and his family live in Lansing, MI where they enjoy all things Michigan has to offer “Up North” including traveling, golfing, and fishing.
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.
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.
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.
Cathy 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.
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.
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.
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.
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.
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.