Principal® Financial Network of the Northwest
Principal® Financial Network of the Northwest is a group of local offices representing Principal® in Oregon, Alaska, Idaho, Utah, and Washington 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 Northwest to contact one directly.
Our community involvement and events
We helped the Tualatin School House Food Pantry stock their shelves for those in need of a little help! Great organization - we can't wait to go back.
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.
David Schwartz - Managing Director
Dave has enjoyed a successful career as a financial advisor for 9+ years and is a MDRT qualifier. Dave has always had an interest in helping to develop new financial professionals to our industry. As Managing Director, Dave focuses on providing career development for our financial professionals. Our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and making a positive impact on the community we serve.
Contact information
503-620-6285
schwartz.dave@principal.com
Connect with me on LinkedIn
Kassie Hulick - Candidate Experience Consultant
Kassie Hulick partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.
Contact information
515-878-0086
hulick.kassie@principal.com
Connect with me on LinkedIn
Lisa Rinehart - Regional Talent Acquisition Consultant
Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.
Contact Information
559-214-2123
rinehart.lisa@principal.com
Connect with me on Linkedin
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.
Oregon offices
Lake Oswego office
5665 Meadows Road, Suite 350
Lake Oswego, OR 97035
503-620-6260
Directions to the Lake Oswego office
| Jimmy Cameron cameron.jimmy@principal.com 503-294-6046 | Terri Sager sager.terri@principal.com 503-620-6294 |
| Anthony Conde conde.anthony@principal.com 503-484-9318 | Greg Schmidt, CEBS schmidt.greg.l@principal.com 503-620-6276 |
| Tom Fink, CLU®, ChFC®, CLTC tom@magnacorptf.com 503-227-8281 Website | David E. Schwartz, CLU® schwartz.dave@principal.com 503-620-6285 Connect with me on LinkedIn |
| Pete Johnson, JD, MBA, CDFA johnson.pete@principal.com 503-744-7261 Connect with me on LinkedIn Website | Scott M. Smith, AIF®, ChSNC® smith.scott.m@principal.com 503-620-6267 Connect with me on LinkedIn |
Idaho offices
Boise offices
950 Bannock Street, Suite 1100
Boise, ID 83702
208-869-6600
Directions to this Boise office
| Brett Gallagher, CLF, CLTC gallagher.brett@principal.com 208-869-6600 Connect with me on LinkedIn |
Burley office
101 West 18th Street
Burley, ID 83318
208-914-0720
Directions to the Burley office
| Steve Cook cook.steve@principal.com 209-914-0720 |
Idaho Falls office
3277 W Sweet Briar Dr., Suite 350
Idaho Falls, ID 83401
208-569-6057
Directions to the Idaho Falls office
Albert Richmond |
Meridian Office
5742 N Black Sand Ave
Meridian, ID 83646
208-795-3200
Directions to the Meridian office
Matthew Brown, CMFC® |
Sandpoint office
1501 Northshore Drive
Sandpoint, ID 83864
206-755-6046
Directions to the Sandpoint office
| Norm Ettinger ettinger.norman@principal.com 206-755-6046 Connect with me on LinkedIn |
Washington offices
Everett office
11122 20th Drive SE
Everett, WA 98208
509-540-0110
Directions to the Everett office
| Jodi Detwiler detwiler.jodi@principal.com 509-540-0110 |
Otis Orchards office
3508 N Campbell Road
Otis Orchards, WA 99027
509-994-8999
Directions to the Otis Orchards office
Jason Renskers |
Seattle office
520 Pike Street, Suite 1400
Seattle, WA 98101
206-682-3737
Directions to the Seattle office
| Mike Appel appel.mike@principal.com 206-222-0307 | Jay Pettit pettit.jay@principal.com 253-318-3726 Connect with me on LinkedIn |
| Jim Holroyd, CFP® holroyd.jim@principal.com 253-921-5754 Website | Juergen Schatzer, CRPC® schatzer.juergen@principal.com 206-245-4545 |
Spokane office
2946 W. Grandview
Spokane, WA 99224
509-624-5116
Directions to the Spokane office
| Phyllis Holmes holmes.phyllis@principal.com 509-624-5116 |
Utah office
925 Executive Park Drive, Suite A
Salt Lake City, UT 84117
801-994-5500
Directions to the Salt Lake City office
| Dan Dixon dixon.daniel@principal.com 801-994-5500 | Justin Nelson, CFP®, CRPC® nelson.justin@principal.com 801-994-5500 |
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The Financial Professionals of the Principal® Financial Network of the Northwest are licensed in AK, ID, OR and WA to offer insurance products, life insurance (including variable life), annuities (including variable annuities) and securities.
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 the Northwest 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.