Principal^® Financial Network of North Texas

The Principal^® Financial Network of North Texas is a group of local offices representing Principal^® in Northern Texas/Dallas areas. 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 the North Texas area 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.

Philip Pyrz, CRPS^®, CLF^®, FLMI^®, ACS^® - Senior Regional Managing Director

My passion is collaborating with our team of financial professionals who specialize in helping business owners and individuals live their best lives! I am interested in connecting with entrepreneurial-minded professionals who want to be in business for themselves, but not by themselves.

Contact information
972-581-8756
Pyrz.Phil@principal.com
Connect with me on LinkedIn

Bob Markle CLF^®, CLTC^® - Managing Director

As Managing Director for the Oklahoma firm, Bob brings over 26 years of experience in the finance industry to actively recruit, train and develop financial professionals and is a member of Edmond Chamber of Commerce, MDRT, NAIFA, GAMA and the GAMA Foundation. Bob has been a featured speaker for organizations, financial service companies, and institutions with over 700 events private as well as main platform.

Bob and his wife Susie live in Edmond, Oklahoma and have 7 children and 5 grandchildren.

Contact information
405-842-3093, ext. 110
markle.bob@principal.com
Connect with me on LinkedIn

Amber Jones, FLMI^® - Assistant Director Field Operations

Amber’s role as an Assistant Director allows her to impact what she is most passionate about, people. She has been driving strategic initiatives and leading teams in the Financial Services industry for over 20 years. Her primary objective is to lead highly engaged teams that bring “big value” to both internal and external customers. And she believes that is accomplished through proactive leadership, coaching, serving, and growing people. 

Other passions are: Traveling to new places, music, and time spent with family and friends.

“If you are interested in “customer-centric” culture where you can thrive and make a difference, you’ve come to the right place."

Contact information
916-306-5842
jones.amber.z@principal.com
Connect with me on LinkedIn 

Sarah Lindsay - Manager Field Operations

As Field Manager-Operations Sarah has the privilege of providing team leadership to the New Business Consultants, who deliver consultation and management on all aspects of new business case design and submission. We partner closely with professionals to promote processes and services that support growth and foster success. Sarah’s team works to drive efficiencies and implement best practices in new business submissions and strengthen relationships with external partners. 

Originally from England, Sarah moved to the United States 20 years ago. She enjoys working out, is an animal advocate and appreciates the opportunity to explore the many and varied states across the U.S.

Contact information
916-306-5842
lindsay.sarah@principal.com
Contact me on LinkedIn

Tahitta Diaz, MBA - Managing Director

Tahitta has been a member of our team since 2018. She brings over 16 years of experience in marketing and business development to the team. As a managing director, Tahitta’s focus is to help each financial representative grow their business, in addition to assisting in developing business strategies to help financial representatives reach their goals. She is a graduate of Interamerican University of Puerto Rico with an MBA in Marketing.

Tahitta is an active member within the community through the Greater Dallas Hispanic Chamber of Commerce, Young Professional—Regional Chamber of Commerce, and The Stewpot—an organization that works with the homeless and at-risk individuals of Dallas. When not working, Tahitta spends time with her daughter Mia and their 2 Chihuahuas—Dre and Brownie. Tahitta hails from the beautiful island of Puerto Rico.

Contact information
972-980-9990, ext. 447
diaz.tahitta@principal.com
Connect with me on LinkedIn 

Kamal Kaushal CLU^®, LUTCF, MBA - Managing Director

As a Managing Director, Kamal actively recruits new and experienced professionals to our firm. With over 30 years of industry experience, Kamal is passionate about helping professionals build their practice and reach their goals. Kamal received his MBA from University of Phoenix. He holds his Chartered Life Underwriter (CLU) and Life Underwriting Training Council Fellow (LUTCF) designations. 

Kamal is on the Board of Directors for both Visit Dallas and India Association of North Texas. He served as President of India Association of North Texas in 2018, the Chairman of Board at the Greater Dallas Asian American Chamber of Commerce in 2017, board member at the Dallas District Attorney in 2018 and the Dallas Citizen Council in 2017. In his personal time, Kamal enjoys travel, sports, and spending time with his family and friends. 

Contact information
972-581-8768
kaushal.kamal@principal.com
Connect with me on LinkedIn

Torri Thebo - Senior Business Development Consultant

Torri has been in the financial services industry since 1994 and has been with Principal since 2000. As Senior Business Development Consultant, she partners with the management team and the financial professionals to implement strategies designed to expand their marketing programs, as well as to initiate and support local branding activities. She is passionate about providing a high quality of support and service to her leaders, field, clients and prospects.

Torri is Texas born and raised! She enjoys the outdoors, travel, and spending her time surrounded by family and friends.

Contact information
682-233-7013
thebo.torri@principal.com
Connect with me on LinkedIn

Becky Pruitt - New Business Consultant

Becky has been with Principal since 2001. One of the most important things Becky has learned in her career is the importance of making financial decisions.

Becky is married to husband, Oscar, and they love to travel and spend time with their six nieces and nephews. Becky loves to volunteer by serving as the Vacation Bible School Director and Event Coordinator at her church.

Contact information
682-233-7010
pruitt.becky@principal.com
Connect with me on LinkedIn

Sarah Zinnel - Recruiting Support Coordinator

Sarah brings over 3 years of recruiting and HR support experience in the staffing industry to our organization. She specializes in candidate experience and delivering quality recruiting support. She is dedicated to continuous education and personal improvement through overcoming fears, learning new skills, and being open-minded.

Sarah is a dog enthusiast who has a personal goal of visiting one global location per year.

Contact information
515-878-6333
zinnel.sarah@principal.com

Denise Moore, CLF^®, CMC - Senior Regional Business Strategist

As Senior Regional Business Strategist, Denise provides one on one marketing consultations with repersentivess to create a customized marketing plan to build and grow their practice. Denise supports local branding and market development in our locations.

Denise enjoys traveling to sunny vacation spots, watching sporting events, and spending time with loved ones.

Contact information
503-620-6264
moore.denise@principal.com
Connect with me on LinkedIn

Mindy Pincus - Director of Field Supervision

Mindy has over 15 years of insurance and financial services experience. As a Director of Field Supervision, Mindy’s goal is to be a resource and a partner to financial professionals and managers providing education and guidance to help foster a compliant and ethical sales culture.

Mindy is active in the community and participates as a member of Women and Financial Services and the Dallas/Fort Worth Compliance Roundtable. Mindy enjoys swimming, traveling, and spending time with friends and family.

Contact information
972-581-8772
pincus.mindy@principal.com

Tim Gilliam - Field Training Consultant

As a Field Training Consultant, Tim partners with New Business Consultants nationwide in training and mentoring to achieve a high level of performance targeted at insurance and securities new business case support for financial professionals and their clients. 

Tim is responsible for developing business efficiencies, collaborating with management teams and home office partners to expedite business processes and ensure quality customer experience. Tim devotes a percentage of his time to directly supporting our financial professionals in new case design, case submission, product delivery, client satisfaction, and client retention.

Contact information
972-581-8773
gilliam.timothy@principal.com

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.

Addison office

5080 Spectrum Dr., Suite 1200E
Addison, TX 75001
800-553-8943
Directions to the Addison office

Fort Worth offices

6500 West Freeway, Suite 555
Fort Worth, TX 76116
800-742-6002
Directions to this Fort Worth office

2512 Horne Street, Suite 100
Fort Worth, TX 76107
817-731-5516
Directions to this Fort Worth office

McKinney office

2111 West Eldorado Pkwy, Ste. 100
McKinney, TX 75070
972-529-3888
Directions to the McKinney office

Pampa office

Richardson office

1 Briarwood Circle
Richardson, TX 75080
214-448-3564
Directions to the Richardson office

Southlake office

1207 S. White Chapel Blvd., Suite 125
Southlake, TX 76092
817-917-7248
Directions to the Southlake office