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The Northwest locations & financial professionals

Principal® Financial Network of the Northwest

Oregon Office
Lake Oswego

5665 Meadows Road, Suite 350
Lake Oswego, OR 97035
503-620-6260
Directions to the Lake Oswego office

Shaun Dalton
dalton.shaun@principal.com
503-620-6261

Jeani Fink
jeani@magnacorptf.com
503-620-6262

Tom Fink, CLU®, ChFC®, CLTC
tom@magnacorptf.com
503-227-8281
Visit my website

Robert Imper
imper.robert@principal.com
503-752-7833

Pete Johnson, JD, MBA, CDFA
johnson.pete@principal.com
503-744-7261
Connect with me on LinkedIn
Visit my website

Joseph Norton
norton.joseph@principal.com
206-913-5822

Terri Sager
sager.terri@principal.com
503-620-6294

David E. Schwartz, CLU®
schwartz.dave@principal.com
503-620-6285
Connect with me on LinkedIn

Scott M. Smith, AIF®, ChSNC®
smith.scott.m@principal.com
503-620-6267
Connect with me on LinkedIn

Vivia Strome
strome.vivia@principal.com
408-533-9822

Idaho Offices
Boise

950 Bannock Street, Suite 1100
Boise, ID 83702
208-869-6600
Directions to this Boise office

Brett Gallagher, CLF, CLTC
gallagher.brett@principal.com
208-869-6600
Connect with me on LinkedIn
Burley

101 West 18th Street
Burley, ID 83318
208-914-0720
Directions to the Burley office

Steve Cook
cook.steve@principal.com
209-914-0720
Meridian

5742 N Black Sand Ave 
Meridian, ID 83646
208-795-3200
Directions to the Meridian office

Matthew Brown, CMFC®
brown.matthew@principal.com 
208-795-3200
Connect with me on LinkedIn
Sandpoint

1501 Northshore Drive
Sandpoint, ID 83864
206-755-6046
Directions to the Sandpoint office

Washington Offices
Everett

11122 20th Drive SE
Everett, WA 98208
509-540-0110​
Directions to the Everett office

Jodi Detwiler
detwiler.jodi@principal.com
509-540-0110
Otis Orchards

3508 N Campbell Road
Otis Orchards, WA 99027
509-994-8999
Directions to the Otis Orchards office

Jason Renskers 
renskers.jason@principal.com
509-994-8999
Seattle

520 Pike Street, Suite 1400
Seattle, WA 98101
206-682-3737
Directions to the Seattle office

Mike Appel
appel.mike@principal.com
206-222-0307

Jay Pettit
pettit.jay@principal.com
253-318-3726
Connect with me on LinkedIn

Juergen Schatzer, CRPC®
schatzer.juergen@principal.com
206-245-4545

Sharon Stevens
stevens.sharon@principal.com
425-221-3767
Spokane

2946 W. Grandview
Spokane, WA 99224
509-624-5116
Directions to the Spokane office

Phyllis Holmes
holmes.phyllis@principal.com
509-624-5116

Utah office
Salt Lake City

925 Executive Park Drive, Suite A
Salt Lake City, UT 84117
801-994-5500
Directions to the Salt Lake City office

Dan Dixon
dixon.daniel@principal.com
801-994-5500

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.
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The Financial Professionals in the Principal® Financial Network of the Northwest 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 the Northwest 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.