Principal® Financial Network of Missouri
The Principal® Financial Network of Missouri is a group of local offices representing Principal® in Missouri. 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 Missouri to contact one directly.
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 us, we’d like to tell you about the amazing folks you’ll be working with.
Duane Bartlett, Regional Managing Director
D. Duane Bartlett serves as the Regional Managing Director of Principal Financial Network. Duane brings over 25 years of industry experience to the team. He is a past Managing Partner where he ran one of the largest financial firms in the U.S., covering 5 states and 28 locations. Duane holds the designation of Chartered Life Underwriter, and his Series 6, 63, 65, 7 and 24 Securities licenses.
Duane is driven by his passion to be a builder of men and women who will become the next generation of industry leaders when he steps away from the working world. This passion is evident in the work he does. He has mentored many individuals, helping them to achieve their personal goals whether it be MDRT, Court of the Table, Top of the Table, Managing Director or Managing Partner within their respective organizations. He is a Certified Enneagram and Life Coach leading others to greater levels of self-awareness, emotional intelligence and confidence.
Duane attended the University of Missouri and holds a degree in Economics. Duane and his wife Christina live in Leawood, Kansas. They have six children and are proud Grandparents to eight grandchildren. They are avid bulldog lovers, and Seaside, Florida Advocates. Health and fitness have been lifelong pursuits, leading them to own a fitness and wellness center in Lee’s Summit, Missouri. Duane and Christina are very involved in their community attending Abundant Life Church, and serving at Rachael House, CASA, and Compassion International where they support orphanages in Peru and Ecuador.
Duane has received multiple industry awards in his career, but what he is most excited about is what he will do next and who he will inspire along the way.
Contact information
913-491-1630
bartlett.duane@principal.com
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Elizabeth Snodgrass, Senior Managing Director
Elizabeth serves as Senior Managing Director for Principal Financial Network of Kansas and Missouri. Formerly a Vice President of National Sales and Marketing at LPL, she brings more than 15 years of Financial Service experience to our team.
As an original member of a Kansas City based RIA, she was deeply embedded in the corporate retirement plan space. Elizabeth has achieved past accolades for recruiting and was an integral part of building support services surrounding M&A, advisor service models, and fee-based solutions. In addition, Elizabeth structured a Financial Wellness Program to arrange coaching and consulting for top producers across the country.
In 2010, Elizabeth had the experience of a lifetime, spending six months serving a volunteer visa in Namibia at Harnas, a Wild Animal Preserve. She actively participates in organizations such as Women in Insurance and Financial Services, Rock the Street Wallstreet, Girls on the Run, and Blindspot KC. Married to her husband, Jeff another Kansas State University graduate, they are proudly raising two Future Wildcats. In her limited spare time, you’ll find her hunting, fishing, farming, boating, or cheering on her kids in their little league sports.
Contact information
913-553-6954
snodgrass.elizabeth@principal.com
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Patrick Donlan, Managing Director
As the Managing Director, Principal® Financial Network of Missouri, I am proud to say that we work with a greater purpose in mind – to give people the financial tools and confidence to live their best lives.
As the Managing Director with responsibility for the Missouri region of the Principal® Financial Network, Patrick leads a talented team of financial professionals. Patrick began his career in the financial services industry in 2006, most recently as a financial advisor, and as an annuity specialist with Mass Mutual conducting training and case design for more than 150 financial professionals. Prior to that, Patrick served as a wholesaler of both mutual fund and annuity products.
Patrick graduated from the University of Massachusetts-Boston with a degree in Political Science. He is Series 6, 7, 63, and 65 FINRA securities registered, and is licensed for Life, Health, Annuity and Variable insurances in the state of Missouri.
Patrick is active in his community, currently doing charitable work that benefits the local children’s hospital and a missionary organization providing healthcare in underserved nations. He resides in Kirkwood, Missouri with his wife, Rachel and son, Chase. As former collegiate hockey and lacrosse player, Patrick is likely to be coaching a local sports team in his spare time.
Contact information
636-881-3359
Donlan.Patrick@principal.com
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Marlene Greiner - New Business Consultant
Marlene is responsible for consulting and managing new business case design and submission. She partners 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.
Contact information
636-449-0741
greiner.marlene@principal.com
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Melody Travick - Candidate Experience Consultant
Melody joined Principal in May 2008 and has a myriad of experience in providing representative sales support, marketing experience, recruiting and HR support. She specializes in candidate experience and delivering quality recruiting/selection assistance. Melody earned her bachelor’s degree in Psychology with a minor in Sociology from Georgia State University.
Melody is an avid baseball mom, spending the bulk of her free time at baseball fields near and far. She enjoys spending time her with family and friends cheering for their favorite Georgia sports teams. Go Dawgs, Falcons, Hawks, Atlanta United, and Chop On Braves!
Contact information
770-250-7605
travick.melody@principal.com
Briana Langley - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Briana is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner.
Contact information
913-359-0910
langley.briana@principal.com
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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.
Blue Springs office
1801 NW. Westbrooke Place
Blue Springs, MO 64015
816-797-6930
Directions to the Blue Springs office
| Roger Umbarger umbarger.roger@principal.com 816-797-6930 |
Cape Girardeau offices
1435 North Mt. Auburn Rd Suite 200
Cape Girardeau, MO 63703
573-382-2089
Directions to the Cape Girardeau office
| Jimmy Sams sams.jimmy@principal.com 573-382-2089 |
Columbia offices
1900 Surrey Court
Columbia, MO 65203
573-446-1707
Directions to the Columbia office
| Kim Stonecipher-Fisher stonecipher-fisher.kim@principal.com 573-446-1707 Connect with me on LinkedIn |
Kansas City office
City Place Corporate Center 1
11101 Switzer Road, Suite 100
Overland Park, KS, 66210
913-317-6611 or 800-245-8895
Directions to the Kansas City office
Springfield offices
1501 E. Sunshine St., Suite C
Springfield, MO 65804
417-887-9905
Directions to the Springfield office
| Stephen Scott, CLU® scott.stephen@principal.com 417-887-9905 Connect with me on LinkedIn |
2200 W Republic Rd, Suite 100
Springfield, MO 65807
417-988-0726
Directions to the Springfield office
| Shelby R. Williams shelby@shelbywilliamsfs.com 417-988-0726 Connect with me on LinkedIn Website |
1320 E. Kingsley, Suite C
Springfield, MO 65804
417-883-3549
Directions to the Springfield office
| John Brinkmann john@brinkmanninsurance.com 417-883-3549 Website |
St Louis office
625 Maryville Center Drive, Suite 110
St Louis, MO 63141
636-449-0760
Directions to the St Louis office
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The financial professionals of the Principal® Financial Network of Missouri are licensed in AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WV and WI 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. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities.
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.
* Non-securities registered; insurance licensed financial professional
Important Consumer Information: Financial Professionals of Principal Securities who are part of the Principal® Financial Network of Missouri 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.