North Texas 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 North Texas Business Center 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 our business center, 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
Amber Jones - 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 the North Texas Business Center management 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
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 advisors 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
Sean O'Brien - Associate Managing Director
Sean has over 30 years of experience in the financial services industry, and has been with the Principal Financial Group since 1991. As an Associate Managing Director for the North Texas Business Center, he assists in the professional development of our financial professionals, and consults with them to create custom financial strategies that help their individual and business clients solve a variety of financial problems. He has been an active member of the National Association of Insurance and Financial Advisors (NAIFA) for many years, and is a Past President of NAIFA–Fort Worth.
Sean lives in Fort Worth with his wife, Brenda, and their two children—Brody and Erin.
Contact information
682-233-7009
o'brien.sean@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 for the business center. 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 to the North Texas Business Center over 3 years of recruiting and HR support experience in the staffing industry. 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 advisors 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 advisors 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 within our business centers. Tim devotes a percentage of his time to directly supporting the North Texas Business Center 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, TX office
5080 Spectrum Dr., Suite 1200E
Addison, TX 75001
800-553-8943
Directions to the Addison office
Fort Worth, TX 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
Mammoth Spring, AR office
236 Main Street
Mammoth Spring, AR 72554
870-371-0848
Directions to this Mammoth Spring office
Marlow, OK office
507 W. Choctaw St.
Marlow, OK 73055
580-512-0102
Directions to the Marlow office
Melbourne, AR office
395 North Main
Melbourne, AR 72556
870-291-7888
Directions to this Melbourne office
McKinney, TX office
2111 West Eldorado Pkwy, Ste. 100
McKinney, TX 75070
972-529-3888
Directions to the McKinney office
Oklahoma City, OK office
1601 NW Expressway, Suite 630
Oklahoma City, OK 73118
405-842-3093
Directions to the Oklahoma City office
Pond Creek, OK office
102 W. Broadway
Pond Creek, OK 73766
580-532-6359
Directions to the Pond Creek office
Pryor, OK office
115 S. Adair Sr.
Pryor, OK 74361
918-825-8400
Directions to the Pryor office
Richardson, TX office
1 Briarwood Circle
Richardson, TX 75080
214-448-3564
Directions to the Richardson office
Southlake, TX office
1207 S. White Chapel Blvd., Suite 125
Southlake, TX 76092
817-917-7248
Directions to the Southlake office
Tulsa, OK office
6666 S. Sheridan Road, Suite 200
Tulsa, OK 74133
918-492-0077
Directions to the Tulsa office
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The financial professionals of the North Texas Business Center are licensed in TX 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 North Texas 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.