Principal® Financial Network of Ohio
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.
Principal® Financial Network of Ohio is a group of local offices representing Principal® in the state. 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 Ohio 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.
Craig Hagkull - Regional Managing Director
Craig is passionate about collaborating with his team of financial professionals who specialize in the Business Owner and Executive solutions marketplace. A graduate of the University of Notre Dame Craig joined Principal in 2003.
Craig enjoys serving on the board of Columbus Chiller Youth Hockey Association (CCYHA), coaching youth hockey, reading, and spending time with his wife Molly and sons Brady and Connor.
Jonathan Mardis, MBA - Managing Director
Jonathan is focused on building a team-oriented environment based on collaboration and inclusion. He has worked in the financial services industry since 2003. He received his MBA and undergraduate BBA at the University of Cincinnati.
Jonathan and his wife Rachel have been together for over twenty years and are the proud parents of three children. His family and his church are important to him.
Jack L. Duffy Jr., FLMI - Site Coordinator
Jack concentrates on overall operations of the organization, assisting the leadership team with development, talent acquisition and marketing for the firm and their financial professionals.
He is married to Lois with two children and enjoys local sports.
Benjamin Sauter - Regional Talent Consultant
Benjamin Sauter joined Principal with one mission: To identify transcendent, passionate talent and aid in the realization of career ambitions and professional fulfillment within the financial services industry. Benjamin's professional background includes experience in sales and recruiting in the financial services industry.
Benjamin leads a very active personal life, enjoying all things and spending time with his nieces and nephews.
Deanna Myers - New Business Consultant
Deanna joined Principal Financial Group in 2000 as part of the Principal® Financial Network of Ohio. She works closely with our Financial Services Representatives and Management Teams to build and strengthen a culture based on cultivating an environment where entrepreneurial minded professionals can serve the needs of their clients to help achieve financial security and success.
Deanna's responsibilities include consultation and management of new business case design and submission processes, implementing and executing financial professionals marketing programs, office marketing programs and local branding activities and opportunities; as well as assist in the day-to-day operations of the organization.
Taylor Keene - Business Development Consultant
Taylor has had previous roles in both the financial service industry at PNC Bank and marketing development as a marketing director at Chick-fil-a. She has a passion for event planning, market development, and social media, and a strong focus on helping financial professionals build their marketing area and the Principal Brand. Taylor obtained her Bachelor's Degree at Wright State University.
She and her husband Jeremy reside in Middletown, Ohio and are members of Statford Heights Church of God where she is active in the Exaltation Choir. Taylor enjoys going to dinner, movies, and traveling with her husband.
Interested in meeting with an advisor near you? Great! Check the list below to see who's available in your area and learn more.
5600 Blazer Parkway, Suite 300
Dublin, Ohio 43017
Directions to the Columbus office
7625 Paragon Rd. Suite B
Centerville, OH 45459
Directions to the Centerville office
Connect with me on LinkedIn
4555 Lake Forest Drive, Suite 230A
Cincinnati, OH 45242
Directions to the Cincinnati office
|Peter J. Anderson, CFP®|
|David Williams Jr.|
Connect with me on LinkedIn
Connect with me on LinkedIn
7055 Engle Road #1-101
Cleveland, OH 44130
Directions to the Cleveland office
|Matthew W. Kulla|
6055 Rockside Woods Blvd North, Suite 190
Independence, OH 44131
Directions to the Independence office
|Thomas P. Jesser|
Mayfield Heights office
1413 Golden Gate Boulevard
Mayfield Heights, OH 44124
Directions to the Mayfield Heights office
|Anne M. Evert, CFP®|
The Financial Professionals of the Principal® Financial Network of Ohio are licensed in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY 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.
* Non-securities registered; insurance licensed financial professional
Important Consumer Information: Financial Professionals of Principal Securities who are part of the Principal® Financial Network of Ohio 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.