Meet the management team
Michael S. Conk, AIF®, CRPC®, CFS®, CLF® , RICP® - Regional Managing Director
As Regional Managing Director for the Principal® Financial Network of the Mid-Atlantic, Michael is responsible for actively recruiting, training, and developing financial professionals.
Michael began his career in the financial services industry in September 2004 and is a past President and active member of the Greater Philadelphia Society of Financial Services Professionals (SFSP), an active member of the National Association of Insurance and Financial Advisors (NAIFA), and the General Agents and Managers Association (GAMA).
Michael lives in Lansdale, Pennsylvania with his wife, Michelle and their 2 daughters, Lindsay and Amy, along with their dog, Layla. In his spare time, Michael is an avid skier and serves as the Treasurer and volunteers time at Ten Thousand Villages, a non-profit Fair Trade Organization in Souderton, Pennsylvania.
Contact information
484-654-0753
Dennis E. Lusk, LUTCF® - Senior Managing Director
As the Senior Managing Director for the Principal® Financial Network of the Mid-Atlantic, 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 we do, and we continue to educate and develop our team of financial professionals to deliver solutions to help clients work toward their goals. From providing career development to comprehensive benefits to our vibrant, diverse work environment, Dennis is pleased to have the opportunity to enrich the professional and personal life of our financial professionals. Our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and making a positive impact on the community we serve.
Contact information
(856) 985-2204
lusk.dennis@principal.com
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Matthew R. DiPuppo, MS PFP, CFP®, AWMA®, CRPC® - Managing Director
With over a decade of experience in the financial services industry, Matthew is focused on helping others build, manage, and preserve their wealth. Utilizing a holistic approach allows him to build an integrated plan for his clients as they work towards achieving their financial goals. As a Managing Director, Matthew finds value in mentoring other financial professionals with strategies to best serve their clients.
Matthew has earned his Master of Science in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional. This mark comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in the CFP Board's Standards of Professional Conduct, which are rigorously enforced.
Matthew is an active member of the community. He is a member of the Montgomery County and Mainline Chamber of Commerce where he is currently a chamber ambassador. He is also an active member of the Conshohocken Plymouth Whitemarsh Rotary and often volunteers for various community service projects.
Contact information
(484) 581-1563
dipuppo.matt@principal.com
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Ellen Brill - Candidate Experience Consultant
Ellen Brill 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, preparing contracting and registration paperwork.
Contact information
515-235-9106
brill.ellen@principal.com
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Lisa Rinehart - Regional Talent Acquisition Consultant
Lisa has over 25 years 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
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Sara Hawks - Business Development Consultant
Sara partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
302-993-8885
hawks.sara@principal.com
Kathy McDevitt - New Business Consultant
Kathy McDevitt joined Principal in 2002. As the New Business Consultant, Kathy supports our Financial Professionals in our Mid-Atlantic regional office locations in Wayne, PA, Wilmington, DE, Marlton, NJ, Sewickley, PA and Bethesda, MD with new business processing. She is here to help our Financial Professionals spend less time with paperwork and more time helping their clients reach their goals by providing support in the following areas: Case Preparation & Management, Account and Contract Servicing, E-Business Support.
Kathy graduated from the University of Dayton. She has her PA life license and has obtained the LOMA designation Associate, Life Management Institute (ALMI). She is also a Notary for Montgomery County, PA.
Kathy was born and raised in Margate, NJ. She will always have South Jersey in her heart and sand between her toes. She moved to Douglassville, PA where she raised her two daughters, Jane, and Mary Kate. In her free time, she enjoys entertaining and spending time with friends and family. She enjoys reading, playing games, gardening, and walking with her neighbors. She is a frequent visitor to Home Depot and Lowes as she always has a home project going on.
Contact information
mcdevitt.kathy@principal.com
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
Nancy Morris - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Nancy is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner.
Contact information
240-762-5352
morris.nancy@principal.com