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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Mid-Atlantic Meet the management team - Mid-Atlantic
Principal® Financial Network of Mid-Atlantic
Meet the management team
Office leadership
Headshot of Michael S. Conk.

Michael S. Conk, AIF®, CRPC®, CFS®, CLF®, RICP®

Senior Regional Managing Director

Mike is responsible for recruiting, training, and developing financial professionals. Since starting his career in the financial services industry in 2004, he has been an active member of several organizations, including the Greater Philadelphia Society of Financial Services Professionals (SFSP), where he served as president, as well as the National Association of Insurance and Financial Advisors (NAIFA) and the General Agents and Managers Association (GAMA). Mike resides in Lansdale, Pennsylvania, with his wife, two daughters, and their dog. In his spare time, he enjoys skiing and volunteers as Treasurer for Ten Thousand Villages, a non-profit Fair-Trade organization in Souderton, Pennsylvania
Contact information 484-654-0753 conk.mike@principal.com Connect on LinkedIn
Dennis Lusk headshot

Dennis E. Lusk, LUTCF®

Senior Managing Director

Dennis is proud to work with a greater purpose in mind—to give people the financial tools and confidence to live their best lives. Our clients’ goals are at the heart of what he does, as he continues to educate and develop his team of financial professionals who deliver solutions to help their clients. From providing career development, comprehensive benefits, and a vibrant, diverse work environment, Dennis believes our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and make a positive impact on the communities we serve.
Contact information 856-985-2204 lusk.dennis@principal.com Connect on LinkedIn
Headshot of Michael Grembi Jr.

Michael Grembi, Jr.

Managing Director

As a managing director with over 20 years’ experience in the financial services industry, my commitment to members of my team is to value their unique background and perspective, and to empower them to grow professionally. If you or someone you know is interested in becoming a financial professional with Principal®, you’ll be joining a team of leaders and like-minded financial professionals committed to helping individuals and business owners work toward their financial goals. If you or someone you know is searching for a career where you can live your passion—we need to talk!
Contact information 412-327-9175 grembi.michael@principal.com Connect on LinkedIn
Headshot of Matthew DiPuppo.

Matthew R. DiPuppo, MS PFP, CFP®, EA, AWMA®, CRPC®

Managing Director - Development

With over a decade of financial services industry experience, Matt focuses on helping clients build, manage, and preserve their wealth. He uses a holistic approach to build integrated plans for his clients and he values mentoring fellow financial professionals on effective client service. Matt holds a Master of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating extensive training in areas such as estate planning, investments, taxes, and retirement planning, all governed by the CFP Board’s rigorous Standards of Professional Conduct. Active in the community, Matt is a member of the Montgomery County and Mainline Chamber of Commerce, serving as a chamber ambassador, and participates in the Conshohocken Plymouth Whitemarsh Rotary, volunteering for various community service projects.
Contact information 484-581-1563 dipuppo.matt@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
Sara Hawks Headshot

Sara Hawks

Senior Business Development Consultant

Sara 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 hawks.sara@principal.com
Headshot of Kathy McDevitt.

Kathy McDevitt

Senior New Business Consultant

Kathy facilitates the design and submission of new business cases. Collaborating with financial professionals and their teams, as well as corporate product partners, she meticulously reviews submissions to ensure they meet all necessary criteria. Kathy attention to detail helps maintain a smooth workflow, benefiting both financial professionals and internal stakeholders.
Contact information mcdevitt.kathy@principal.com
Debbie Swerdlow headshot

Debbie Swerdlow

New Business Consultant

Debbie 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 swerdlow.debbie@principal.com
Headshot of Cadie Rogers.

Cadie Rogers

Site Coordinator

Cadie 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. Cadie takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Cadie contributes to a supportive environment where client needs are prioritized.
Contact information rogers.cadie@principal.com

Ellen Brill

Senior Candidate Experience Consultant

Ellen 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 brill.ellen@principal.com
Andy Esposito headshot

Andy Esposito

Field Supervisor

Andy 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 esposito.andy@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.

The Financial Professionals in the Principal® Financial Network of Mid-Atlantic 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.

*Non-securities registered; insurance licensed financial professional.

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of Mid-Atlantic 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.