Northern California Business Center
The Northern California Business Center is a group of local offices representing Principal® in the Northern California, Reno and Lake Tahoe Regions. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent the Principal with integrity and professionalism.
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 Northern California 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 our business center, we’d like to tell you about the amazing folks you’ll be working with.
Steven J. Wright, CLU®, ChFC® - Regional Managing Director
Steve has dedicated over 28 years to Principal Financial Group and the financial services industry including over 20 in leadership within the Sacramento region. He leads a team that specializes in helping businesses owners, their leadership teams and individual employees to set and achieve their financial goals. Steve has been married to his wife Jill for nearly 30 years and enjoys volunteering in the industry, the community and their church.
Tim Snyder, CLF® - Managing Director
When I came to Principal in 2013 my goal and passion was to bring together and nurture a team of leaders and high performers. We should talk if you are entrepreneurial and looking for an opportunity to chart your own course and build your own business. My wife, Rebecca, and I have 4 young children which means my evenings and weekends are a whirlwind of activity which I won’t change for anything.
Jonathon Roth, RICP® - Development Director
Jon is responsible for the professional development of our financial professionals in our Northern California Business Center. He is passionate about educating and training our advisors, assisting them on joint work, case consultation, and coaching to build skills. He enjoys spending time with his family and friends during his free time and resides in Roseville, CA.
Cory Kelly - Recruiting Director
Cory joined the Northern California Business Center in the fall of 2015. As a Recruiting Director and Financial Advisor, Cory is focused on recruiting and growing the sales team and marketing the Principal brand within the NorCal community. Cory is a board member of NAIFA and enjoys golfing, skiing and attending gymnastics meets with his wife and three children.
Amber Jones, CLF® - Operations Manager
Amber joined Principal in 1997 and oversees business center operations for the region. She provides oversight and support in the areas of compliance, advisor onboarding, staff supervision, budgeting/expenses, marketing, culture/customer service, physical operations and implementation of business center initiatives. Passions outside of work include traveling, family time and trips to the beautiful California coastline.
Interested in meeting with an advisor near you? Great! Check the list below to see who's available in your area and learn more.
1478 Stone Point Drive, Suite 390
Roseville, CA 95661
Elk Grove office
9245 Laguna Springs Drive, Suite 100
Elk Grove, CA 95758
301 Banner Court, Suite 1
Modesto, CA 95356
1478 Stone Point Drive, Suite 390
Roseville, CA 95661
The financial professionals of the Northern California Business Center are licensed in AZ, CA, CO, DE, ID, IL, IA, MA, MI, MN, NV, NM, NY, OR, PA, SC, SD, TX, UT and WA 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 Northern California 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.