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.
Michael Landis - Regional Managing Director
As a Regional Managing Director, Mike has over 13 years of experience in the financial services industry. Mike is passionate about building and collaborating with his team of financial professionals who specialize in helping business owners and individuals manage their taxes and achieve their financial dreams. Mike’s organizational pillars are, mentorship with his representatives, helping this team with their professional development and providing education to the community.
Mike graduated from Western Oregon University with his Bachelor of Science Degree in Communications. Mike is active in his community, he’s passionate about helping today’s youth get a quality education and experience. Mike is an active member and volunteer with the Gladstone Educational Foundation.
Outside of work, Mike enjoys cooking, hosting friends and family events, coaching his kids Brooklyn and Jacobsen in their sporting activities and spending time with his wife, Jammie.
David Schwartz - Associate 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 an Associate 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.
Kassie Hulick - Candidate Experience Consultant
Kassie started at Principal in August of 2021 and has over a year of experience in HR recruiting support. She specializes in candidate experience and delivering quality recruiting and selection assistance.
Kassie earned her bachelor’s degree in Liberal Studies from Iowa State University.
Kassie enjoys going on walks with her dog, working on her father’s Ford Broncos, and hanging out with family and friends.
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.
Lake Oswego office
5665 Meadows Road, Suite 350
Lake Oswego, OR 97035
Directions to the Lake Oswego office
|Tom Fink, CLU®, ChFC®, CLTC|
|Greg Schmidt, CEBS|
|Pete Johnson, JD, MBA, CDFA|
Connect with me on LinkedIn
|David E. Schwartz, CLU®|
Connect with me on LinkedIn
|Scott M. Smith, AIF®, ChSNC®|
Connect with me on LinkedIn
1660 N Coast Hwy
Newport, OR 97365
Directions to the Newport office
950 Bannock Street, Suite 1100
Boise, ID 83702
Directions to this Boise office
101 West 18th Street
Burley, ID 83318
Directions to the Burley office
Horseshoe Bend office
38 Waverly Drive
Horseshoe Bend, ID 83629
Directions to the Horseshoe Bend office
Idaho Falls office
3277 W Sweet Briar Dr., Suite 350
Idaho Falls, ID 83401
Directions to the Idaho Falls office
1501 Northshore Drive
Sandpoint, ID 83864
Directions to the Sandpoint office
11122 20th Drive SE
Everett, WA 98208
Directions to the Everett office
Otis Orchards office
3508 N Campbell Road
Otis Orchards, WA 99027
Directions to the Otis Orchards office
520 Pike Street, Suite 1400
Seattle, WA 98101
Directions to the Seattle office
Connect with me on LinkedIn
|Jim Holroyd, CFP®|
|Juergen Schatzer, CRPC®|
2946 W. Grandview
Spokane, WA 99224
Directions to the Spokane office
4301 S Pine St, Suite 30-10
Tacoma, WA 98409
Directions to the Tacoma office
Walla Walla office
103 S 2nd Avenue
Walla Walla, WA 99362
Directions to the Walla Walla office
925 Executive Park Drive, Suite A
Salt Lake City, UT 84117
Directions to the Salt Lake City office
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.