Ron leads the West Central/South Florida region with over 30 years of industry experience. His team focuses on the culture of heartfelt relationships and helping people set and work towards achieving their financial goals. Ron is the past president of the General Agents and Managers Association (GAMA) in Tampa Bay, and the past president of the National Association of Insurance and Financial Advisors (NAIFA) in Tampa Bay. He is the recipient of many industry awards and is a qualifying member of the Million Dollar Round Table (MDRT)
Prior to entering the financial services industry Steve proudly served in the US Army’s 82nd Airborne Division as a paratrooper. With over 30 years industry experience Steve focuses on revenue growth while developing and building our West Central & South Florida sales teams. Steve is actively involved in the National Association of Insurance and Financial Advisors (NAIFA), Women in Insurance and Financial Services (WIFS), National Association of Benefits and Insurance Professionals, and Grace Family Church. In his personal time, Steven and his wife enjoy spending time with their three sons. They reside in Tampa, Florida.
With over three decades of experience, Carlos’ goal is to help clients build, protect, and transfer their wealth while creating financial confidence for themselves and their families. Whether his clients are planning for retirement or seeking to manage their wealth more effectively, Carlos provides tailored solutions that reflect each client’s unique needs and aspirations. He has FINRA Series 7, 63 & 24 securities registrations as well as his Life Insurance, Accident, Health, & Variable Annuity Licenses. Carlos has also earned a Master of Business Administration (MBA) degree from Tulane University and CERTIFIED FINANCIAL PLANNERTM certification. Outside of work, Carlos, his wife, and their three sons enjoy spending time outdoors, particularly exploring new fishing spots and making memories on the water.
Richard joined Principal in 2018 with over 28 years in industry. He actively recruits new and experienced financial professionals to our company. Richard, his wife, and daughter live in the Westchase area of Tampa, Florida.
Dava 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.
Erin leads a team of new business consultants and works closely with corporate partners to develop processes which enable the team to provide an elevated level of service to the representatives in the territory.
Jacoby 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.
Karen 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.
Ileana 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. Ileana’s commitment to excellence ensures timely processing.
Madeline facilitates the design and submission of new business cases. Collaborating with financial professionals and their teams, as well as corporate product partners, she meticulously reviews submissions to ensure they meet all necessary criteria. Madeline's attention to detail helps maintain a smooth workflow, benefiting financial professionals and internal stakeholders.
Karen 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, she plays a crucial role in maintaining an efficient workflow, benefiting financial professionals and internal teams. Karen’s keen attention to detail helps ensure seamless operations throughout the process.
Leigh 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. Leigh takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Leigh contributes to a supportive environment where client needs are prioritized.
Suzie works 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.
Allen assists the management team with their supervisory and regulatory responsibilities. He is crucial to maintaining the integrity of the firm by ensuring activities comply with regulatory requirements, laws, and firm policies.
For over two decades, Jane has specialized in building and leading entrepreneurial teams and helping individuals from diverse backgrounds grow and succeed in their careers. Her expertise is in recruiting, with a focus on identifying, hiring, and retaining top talent with strong business acumen and strategic problem-solving skills. Jane is passionate about fostering collaboration while upholding the values of client service, operational excellence, and market growth. Her goal is to help create high-performing offices that offer meaningful opportunities and long-term support for professionals in our industry. If you are interested in joining our nationwide network of leaders and financial professionals, she would love to connect.
Lisa has decades 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.
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.