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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of the Northwest Meet the management team - The Northwest
Principal® Financial Network of the Northwest
Meet the management team
Office leadership

David Schwartz, CFP®, CLU®, CLF®

Associate Regional Managing Director

Dave has enjoyed a successful career as a financial advisor for over a decade while also helping new financial professionals get established in our industry. As a leader, Dave helps develop new financial professionals and focuses on providing them opportunities to learn the skills they’ll need to be successful. Dave’s commitment reflects our culture to help each team member build and grow healthy, sustainable practices, and make positive impacts in the community.
Contact information 503-620-6285 schwartz.dave@principal.com Connect on LinkedIn
Jessica Koefod headshot

Jessica Koefod, BFA, CLTC®, RICP®

Managing Director

With over a decade in the financial services industry, Jessica has been helping clients since 2014. Her approach centers on collaboration and community, with a focus on helping people shift their mindset around financial resources to help achieve what matters most to them. Outside the office, she stays active in her local community, serving on the Idaho Business for Education Membership Committee and the board of ConnectHER.
Contact information 208-421-9485 koefod.jessica@principal.com Connect on LinkedIn
Office staff
Amber Jones Headshot

Amber Jones, CLF®

Assistant Director Field Operations

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.
Contact information 916-306-5842 jones.amber.z@principal.com Connect on LinkedIn

Tim Gilliam

Manager Field Operations

Tim 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 gilliam.tim@principal.com
Lally Mexicano headshot

Lally Mexicano

Business Development Consultant

Lally works 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 mexicano.lally@principal.com
Kami Andrus headshot

Kami Andrus

New Business Consultant

Kami 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.
Contact information andrus.kami@principal.com
Haley Larson Headshot

Haley Larson

Candidate Experience Consultant

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 preparing contracting and registration paperwork.
Contact information larson.haley@principal.com
MariJo Beeler headshot

Mari Jo Beeler

Field Supervisor

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.
Contact information beeler.marijo@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 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.

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

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