Chris Sizemore has spent more than 25 years with Principal®, serving in leadership and advisory roles focused on business development, recruiting, advisor development, and field leadership. He is passionate about helping financial professionals grow their practices, strengthen their capabilities, and deliver meaningful client outcomes.
Chris is actively involved in the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA), supporting the profession through mentorship, leadership development, and industry engagement.
A graduate of Auburn University, Chris holds the Chartered Leadership Fellow (CLF®) designation. He enjoys spending time with family, golfing, and supporting Auburn athletics.
A former member of the United States Navy Seabees with over 13 years of experience, Neal works with business owners and individuals helping to prepare families and businesses to create financial strategies now and in the future. As a managing director, Neal actively recruits, trains, and develops financial professionals and is a member of NAIFA, The PGA of America, and a volunteer with The First Tee of Austin. Neal's free time is spent outdoors and enjoying the live music scene with his three sons and significant other.
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.
Kelley 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.
Rachel 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.
Jeanette 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. Jeanette takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Jeanette contributes to a supportive environment where client needs are prioritized.
Jennifer 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.
Malia 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.