Dave oversees the Northern & Central California, Pacific Northwest, and Southern California regions of the Principal^® Financial Network. With over three decades in the financial services industry, Dave is a recognized leader and has served as president of the National Association of Financial Advisors (NAIFA) for both the Honolulu and Silicon Valley chapters. After 21 years with Prudential, he joined Principal^® in 2024. He holds a B.A. in Political Science with a minor in Business Marketing from San Jose State University. Dave resides in El Dorado Hills, California, with his wife and daughter and enjoys hiking, traveling, sports, and history.

Matt is a managing director with the Northern California/Central California Region, where he is passionate about developing and coaching financial professionals to follow a format for success. With more than a decade of financial services experience, Matt works with families and businesses alike focusing on their needs and adding value where there is opportunity. He provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.

Kyle is a managing director with the Northern & Central California Region, with more than a decade of experience in the financial services industry. He is passionate about developing and coaching financial professionals to follow a format of success. A lifelong resident of Fresno, Kyle attended Hoover High School and later ran track for Fresno State University, where he continued to build the discipline and determination that drives his professional life today. Kyle is dedicated to his family, wife, Allison, and their three children, staying active in their children’s sports programs.

Elaine is a managing director with the Northern California/Central California region, based in San Jose and brings more than 18 years of experience in the financial services industry. She started in the industry as a financial advisor in 2006 before moving into field leadership positions, including extensive experience in advisor development, field operations, compliance oversight, and business strategy. Elaine’s combination of advisor success, field leadership experience, advisor support expertise, and passion for helping others succeed makes her an excellent addition to our organization.

Amber 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.

K.C. brings more than two decades of leadership experience in financial services operations, with a strong background leading teams that support advisor operations, asset movement, customer service, process improvement, and operational excellence. Throughout her career, she has successfully developed high-performing teams, partnered across business areas to solve complex challenges, and focused on creating exceptional experiences for both advisors and their clients. She is a season ticket holder for the Denver Broncos. She also enjoys spending time with family baking for people whenever the opportunity arises.

Daniel 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.

Michelle 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.

Olivia 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. Olivia’s commitment to excellence ensures timely processing and a seamless client experience.

Susan is responsible for consulting and managing new business case design and submission. She works 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.

Cody oversees the preparation and submission of new business cases, working closely with financial professionals, their teams, and corporate product partners. By thoroughly reviewing submissions to ensure they meet all required standards, he plays a crucial role in maintaining efficient workflow, benefiting both financial professionals and internal teams. Cody’s keen attention to detail ensures seamless operations throughout the process.

Tammi is responsible for consulting and managing new business case design and submission. She works 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.

Karen 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. Karen takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Karen contributes to a supportive environment where client needs are prioritized.

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.

Haley 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 exams, ordering background checks, and in preparing contracting and registration paperwork.

Mari Jo assists the management team with their supervisory and regulatory responsibilities. She is crucial to maintaining the integrity of the firm by ensuring activities comply with regulatory requirements, laws, and firm policies.

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.