Florida Gulf Coast Business Center
The Florida Gulf Coast Business Center, with its multiple locations, is a client-focused financial services organization representing Principal®. We help individuals, businesses and their employees establish priorities and develop strategies to achieve financial success. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.
Working with us
If you’re interested in working with us as an advisor, 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 & advisors
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 advisors in Florida Gulf Coast to contact one directly. Or, email Joelisa Sherman or give her a call at 813-872-5870 and she can help you get an appointment with your very own personally selected financial professional.
Do you want to make a difference and help others solve problems? We do too. That’s why 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.
George J. Follstad, CLU® - Regional Managing Director
As a Managing Achievement Round Table Hall of Fame inductee, George leads the business center with over 48 years of experience in the financial services industry. His team focuses on the culture of heartfelt relationships, helping people set and achieve their financial goals. George is married to Julie and between them have five children and eleven grandchildren.
Joseph Nagy, CLF®, CLU®, LUTCF, RICP - Managing Director
As Managing Director, Joe actively recruits new and experienced financial professionals to the firm, and works with all our financial representatives focusing on their professional development. Joe joined the leadership team in 1999 with 30+ years in the industry. He is married to Susan with two children and loves spending time with his family and grandchild.
Ron Piccinini, CLU®, ChFC®, CLF® - Managing Director
Ron joined Principal in 2013 with over 30 years in the industry and is responsible for actively recruiting, training and developing financial advisors. Ron qualified for Principal Financial Groups Top Trophy in 2014, 2015 and 2016 as the #1 Managing Director in the company. Ron resides in Palm Harbor, Florida with his four children.
Steven Saladino, LUTCF - Managing Director
Steven is focused on revenue growth and developing and building the sales team in our Florida Gulf Coast Business Center. With 21 years of industry experience, Steven is actively involved in the National Association of Insurance and Financial Advisors, Hillsborough County Veteran’s Treatment Court, and Grace Family Church. In his personal time, Steven and his wife Alisa enjoy spending time with their children and reside in Tampa, Florida.
Ginny Otero - Operations Manager
Ginny focuses her day to day activity around helping our advisors and running a compliant, efficient office to better serve clients. Ginny has over 25 years of experience in our industry and is passionate about better serving our clients and community. Ginny enjoys traveling, cycling, gardening and spending time with her husband Max and their two children.
Joelisa Sherman, CLF® - Regional Marketing Consultant
Joelisa provides personal consultations with advisors and business center management to create customized strategies that build and grow successful advisor practices. She joined Principal in 2008 and has over 15 years of marketing experience. Joelisa is a proud alumni of the University of South Florida and enjoys spending time with her husband Jason and two young children attending various sporting events, traveling and boating.
Kate D'Adamo - Sr. Marketing Coordinator
Kate has been affiliated with Principal® since 2011 and joined our Business Center in 2013 as private staff before becoming Senior Marketing Coordinator in 2015. Kate works closely with the Regional Marketing Consultant and plays a key role in supporting advisors and management through the implementation of the Advisor Marketing Program. Kate and her husband Jeff reside in Austin, Texas and together enjoy tennis, kayaking and traveling.
Marie Foy - Assistant Producer Development Coordinator
Marie Foy joined our Business Center in 2005 and has over 26 years of insurance industry experience. In our Business Center Marie is responsible for our recruiting efforts and handles the new hire process for new producers to ensure accuracy and completion of contracting, registration and licensing. Marie brings a great value to our business center by helping our Registered Representatives and Business Center stay in compliance.
Marie enjoys her free time and loves spending time with her husband and traveling.
Diane Ozarowski - Sales Support Specialist
Diane joined Principal® as a private staff assistant in 2004 and has been in the industry for 24 years. She assists the producers and the management team to achieve production goals. Outside of work Diane enjoys traveling, swimming and playing with her dog Mickey.
Diane and her husband Lou moved to Florida in 2004 and have been married for 26 years.
Dawn Williams - Administrative Assistant
Dawn joined Principal® as an Administrative Assistant in 2016 after moving down to Florida from Columbus, Ohio. She has over 20 years of experience as an Administrative Professional.
In our business center, Dawn provides a full range of administrative and secretarial support services to our staff members, advisors and management team.
In her free time, Dawn enjoys camping with her family in their RV/motorhome.
Interested in meeting with an advisor near you? Great! Check the list below to see who’s available in your area and learn more.
4010 Boy Scout Blvd, Suite 700
Tampa, FL 33607
6820 W. Linebaugh Ave
Tampa, FL 33625
4014 Gunn Hwy, Ste 180
Tampa, FL 33618
13059 W. Linebaugh Ave., Ste 102
Tampa, FL 33626
3401 W. Cypress St. Ste 103
Tampa, FL 33607
5301 Technology Drive
Tampa, FL 33647
13433 Casa Verde Circle
Astatula, FL 34705
2559 Nursery Road, Suite D
Clearwater, FL 33764
2575 Ulmerton Road, Suite 250
Clearwater, FL 33762
Harbour Island office
302 Knights Run Ave. Suite 110
Tampa, FL 33602
140 Fitzgerald Rd. Suite #2
Lakeland, FL 33813
17852 North US Hwy 41
Lutz, FL 33549
3395 Cayman Lane
Naples, FL 34119
3411 Tamiami Trail North, Suite 203
Naples, FL 34103
New Port Richey office
5320 Main Street
New Port Richey, FL 34652
50 S.E. 16th Ave
Ocala, FL 34471
201 SW 2nd Street #101
Ocala, FL 34471
San Antonio office
10324 Chatuge Drive
San Antonio, FL 33576
2803 Fruitville Rd. Suite 120
Sarasota, FL 34237
The Financial Professionals in the Gulf Coast Business Center are licensed in AZ, CA, CO, FL, GA, ID, IL, IN, IA, KS, MA, MI, MN, MT, NE, NV, NM, NY, ND, OH, OR, PA, SD, TX, UT, WA, WY, (some or all states) to offer life insurance (including variable life), annuities (including variable annuities) and securities. 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.
* The DBA in which an advisor markets under is not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The Gulf Coast 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.