Arizona Business Center
The World Health Organization declared the COVID-19 outbreak a global pandemic. We want to take this opportunity to share our plan to protect you as our customer, our financial professionals, and employees.
Our office has implemented a work from home policy for the immediate future. We are checking our voicemail frequently throughout the business day so you can be assured a prompt response to any questions you have. Thank you and take care of yourselves and others.
For more information, check out information on managing the uncertainty.
The Arizona Business Center is a group of local offices representing Principal® in Arizona and New Mexico. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Working with us
If you’re interested in working with us as a financial professional, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & financial professionals
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments.
See a list of financial professionals in Arizona to contact one directly.
Do you want to make a difference and help others solve problems? We do too. That’s wlhy we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about our business center, we’d like to tell you about the amazing folks you’ll be working with.
Travis Johanson - Regional Managing Director
Travis Johanson brings over 15 years of experience within the financial services industry to Principal, where he enjoys working with financial professionals and teams to help enable their success. His career has brought him across the country, leading teams along the way. For the past 2 years, Travis and his family have called Arizona home.
Travis looks forward to getting to work and build lasting relationships with all the repersentives in the region at Principal. His hope is to use his knowledge and skills to help financial professionals in the region build up their business and take their careers to the next level. He’s excited for a future of working and growing together.
Outside of work, Travis and his wife Nancy are the proud parents of 2 teenage children—Dallas and Hallie.
Erik Pedersen - Senior Managing Director
As Senior Managing Director, Erik actively recruits, trains and develops financial professionals.
Erik, his wife Jen, and their two children live in Phoenix. In his free time, Erik enjoys golf, tennis, skiing, attending local sporting events and spending quality time with his family and friends.
Kevin Christensen, ChFC®, RICP® - Senior Managing Director
As Senior Managing Director with Principal®, one of the most important things about what we do is we have an impact on our clients' lives. We approach this with the understanding that the work we do isn't just for our clients' today; it can have an impact for generations.
Kevin enjoys spending time with his wife and 3 children, hiking, exploring the outdoors, traveling and going on adventures.
Sarah Schmitz, CEBS, RPA, FLMI - Associate Managing Director
Having 20 years of industry experience understanding fiduciary issues from the employer, financial professional, and service provider perspective and gaining competitive intelligence of other platforms, Sarah has a unique combination of experience and high level of expertise to consult on defined contribution plans. She is passionate about bringing strategic plan design that maximizes tax saving opportunities and fiduciary best practices to employers of any size.
Valerie Valiente - Senior Marketing Consultant
Valerie mentors' financial professionals in the Rocky Mountains Business Center in how to develop and execute strategic marketing plans in order to better manage their businesses and help their clients meet their goals. Valerie also promotes Principal Financial as a respected financial resource and as a community service leader.
In her down time, you can find Valerie at local activities & businesses, exploring nature, dancing, exercising with HIIT & Zumba, loving on her dogs and animals in general, and feeding her indestructible addiction to coffee and chocolate.
Maureen Goggins - Site Coordinator
Maureen supports financial professionals in Arizona, New Mexico and Texas with contracting, compliance assistance, licensing and registration. She has been in the financial services industry since 2005. In her free time she enjoys live music and going to San Diego to see her family and to go parawhaling (viewing whales while a boat pulls you in a parachute).
Gail Reeves - New Business Consultant
Gail holds Securities 6 and 63 as well as her Life & Health License for Colorado and Iowa. Being a value add to the Rocky Mountains Business Center is her passion. Gail enjoys spending time with her family, especially her grandson.
Lisa Rinehart - Regional Talent Acquisition Consultant
Lisa joined Principal in 2008 sourcing Registered Financial Professionals and Leaders for the Mid-West, Northwest, and Western United States. As one who believes in the values Principal upholds, along with the support and development we provide our teams, she enjoys sourcing talent to compliment Principal's culture of inclusion and client centric solutions.
Lisa has over 20 years of experience in the financial services industry starting in 1996 managing Credit Union relationships on the West Coast.
Interested in meeting with a financial professional near you? Great! Check the list below to see who's available in your area and learn more.
Phoenix, AZ office
2355 E. Camelback Road, Suite 501
Phoenix, AZ 85016
Directions to the Phoenix office
Albuquerque, NM offices
3701 Paseo Del Norte NE
Albuquerque, NM 87113
Directions to the Albuquerque office
3321 Candelaria Rd NE, #108
Albuquerque, NM 87107
Directions to the Albuquerque office
El Paso, TX offices
7915 Pecan Ct.
El Paso, TX 79915
Directions to this El Paso office
416 N. Stanton St., Suite 420
El Paso, TX 79901
Directions to this El Paso office
Tucson, AZ office
7498 N. La Cholla Boulevard
Tucson, AZ 85741
Directions to the Tucson office
The financial professionals of the Arizona Business Center are licensed in AK, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KS, LA, ME, MD, MN, MO, NV, NJ, NM, NY, OH, OK, OR, PA, SC, TX, and UT to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice.
This site is not a solicitation of interest in any of these products in any other state.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800-247-1737, member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.
* Advisors marketing under DBA are not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The Arizona Business Center Financial Professionals of Principal Securities 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.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states This site is not a solicitation of interest in any of these products in any other state.
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.