Matt joined Principal® in 2014 with 7-plus years of combined experience in training, development, and quality assurance management. His role focuses on the education and motivation of both new and experienced financial professionals, helping them grow their business while they work with clients to help them reach their dreams, goals, and financial objectives. Matt enjoys movies, collecting sports memorabilia, and of course, rooting for the Green Bay Packers!
Dave joined Principal® in bringing over twos decade of experience in the financial services industry, having served in both client-facing and leadership roles. As a managing director, his role focuses on the education and motivation of both new and experienced financial professionals, helping them grow their business while identifying and developing top talent for the organization. Dave's comprehensive understanding of both client service and leadership allows him to effectively develop successful financial professionals and match talented candidates with the right opportunities. In his free time, Dave enjoys spending time with his family, vacationing to warmer climates, and perfecting his golf game.
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.
Amanda partners 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.
Morgan Stoklosa 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.
Tim plays a crucial role in ensuring our offices operate efficiently. Working closely with the entire team, he serves as a skilled troubleshooter who addresses challenges head-on. Tim takes pride in making sure inquiries are handled promptly. With his proactive approach and attention to detail, Tim contributes to a supportive environment where client needs are prioritized.
Suzie 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, preparing contracting and registration paperwork.
Matt 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.
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.