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
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
Crystal O'Leary - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Crystal is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
972-980-9990
o'leary.crystal@principal.com
Becky Pruitt - Senior New Business Consultant
Becky 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
682-233-7010
pruitt.becky@principal.com
Connect with me on LinkedIn
Liz Benford - New Business Consultant
Liz 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
972-392-7899
benford.Liz@principal.com
Torri Thebo - Senior Business Development Consultant
Torri partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
682-233-7013
thebo.torri@principal.com
Connect with me on LinkedIn
Sarah Zinnel - Candidate Experience Consultant
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
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
972-980-9990
Directions to the Addison office
| Brian Helm helm.brian@principal.com 214-995-7612 Website | Danny O'Connell doconnell@nextlevel.agency 469-329-0777 Website |
Kamal Kaushal, CLU®, LUTCF®, MBA | David Sims dsims@tentalentswm.com 972-581-8755 Website |
Craig Mercer | David Stephenson stephenson.david@principal.com 214-616-8726 Connect with me on LinkedIn |
| John Noey noey.john@principal.com 972-581-8786 Website | Lane E. Weitz, CRPS® weitz.lane@principal.com 972-581-8788 Connect with me on LinkedIn |
Colleyville office
4109 Gateway Court, Suite 100
Colleyville, TX 76034
817-934-5288
Directions to the Colleyville office
| Monique H. Kusman kusman.monique@principal.com 817-934-5288 |
Fort Worth offices
6500 West Freeway, Suite 555
Fort Worth, TX 76116
817-731-5500
Directions to this Fort Worth office
| Janet Ansley ansley.janet@principal.com 432-556-5425 | Cory McCune mccune.cory@principal.com 682-233-7001 Connect with me on LinkedIn Website |
| Joyce Bramlett bramlett.joyce@principal.com 817-731-5506 ext 287 | Scott Steger steger.scott@principal.com 817-406-5935 |
| Justin Graves graves.justin@principal.com 817-731-5521 Connect with me on LinkedIn | Tom Takes takes.tom@principal.com 817-731-5506 x238 |
| Scott Kimmel kimmel.scott@principal.com 817-731-5531 Connect with me on LinkedIn | Dustin Thebo thebo.dustin@principal.com 817-440-4058 Connect with me on LinkedIn |
| Emily Marr marr.emily@principal.com 817-633-0724 | Bret Whiteley whiteley.bret@principal.com 817-501-9448 Connect with me on LinkedIn |
Richardson office
1 Briarwood Circle
Richardson, TX 75080
214-448-3564
Directions to the Richardson office
| Michael J. Gonzales gonzales.mike@principal.com 214-448-3564 Website |
Southlake office
1207 S. White Chapel Blvd., Suite 125
Southlake, TX 76092
817-917-7248
Directions to the Southlake office
| Stephanie Hays, RICP® hays.stephanie@principal.com 817-917-7248 Website |
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The financial professionals of the Principal® Financial Network of North Texas 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. 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 North Texas 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.