Principal® Financial Network of the Rocky Mountains and Arizona
The Principal® Financial Network of the Rocky Mountains and Arizona is a group of local offices representing Principal in Colorado, Arizona, Montana, Wyoming, New Mexico, Texas, and Nevada. 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 Rocky Mountains and Arizona areas 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.
Travis Johanson - Regional Managing Director
Travis Johanson brings over 15 years of experience within the financial services industry to Principal, where he enjoys working with financial professionals and teams to help enable their success. His career has brought him across the country, leading teams along the way. Since 2017, Travis and his family have called Arizona home.
Travis looks forward to getting to work and build lasting relationships with all the financial representatives in the region at Principal. His hope is to use his knowledge and skills to help financial professional in the region build up their business and take their careers to the next level. He’s excited for a future of working and growing together.
Outside of work, Travis and his wife Nancy are the proud parents of two teenage children—Dallas and Hallie.
Contact information
602-734-1185
johanson.travis@principal.com
Connect with me on LinkedIn
Kevin Christensen, ChFC®, RICP® - Senior Managing Director
As Senior Managing Director with Principal, one of the most important things about what we do is we have an impact on our clients' lives. We approach this with the understanding that the work we do isn't just for our clients' today; it can have an impact for generations.
Kevin enjoys spending time with his beautiful wife and three children, hiking, exploring the outdoors, traveling, and going on adventures.
Contact information
720-625-4850
christensen.kevin@principal.com
Connect with me on LinkedIn
Erik Pedersen - Senior Managing Director
As Senior Managing Director, Erik actively recruits, trains, and develops financial professionals. As a team, we are committed to helping ease the worries of financial planning for our clients. Erik has remained in a field leadership role for over 18 years thanks to his love of coaching and mentoring financial professionals at all experience levels. Simultaneously, Erik has developed a personal practice that he continues to grow. At the end of the day, all of Erik’s actions are geared towards helping people who want help and finding a way to get it to them.
Erik is a proud father of his two kids, 10-year old daughter named Brynne and 7-year old son named Carter. Although he thinks most of the time, he is learning from his kids rather than them learning from him, he hopes he makes his children proud. His beautiful wife Jen is the glue that holds their family together. Erik’s family works hard to maintain a sense of adventure and learning in their daily lives. As a family, they enjoy skiing, new foods, various sports, movies, and music. They make time to travel and have a strong loyalty to Disneyland which has become a yearly tradition.
Erik owes a special thanks to his life coach(s) for inspiring him to grow into the father, husband, person, consultant, and coach that he is today.
Contact information
602-734-1164
pedersen.erik@principal.com
Connect with me on LinkedIn
Sarah Schmitz, CEBS, FLMI - Associate Managing Director
Sarah has 20 years of industry experience understanding fiduciary issues from the employer, financial professional, and service provider perspective and gaining competitive intelligence of other platforms. She has a unique combination of experience and high level of expertise to consult on defined contribution plans. She is passionate about bringing strategic plan design that maximizes tax saving opportunities and fiduciary best practices to employers of any size.
Contact information
720-625-4841
schmitz.sarah@principal.com
Connect with me on LinkedIn
Valerie Valiente - Senior Business Development Consultant
Valerie mentors' financial professionals in our organization in how to develop and execute strategic marketing plans in order to better manage their businesses and help their clients meet their goals. Valerie also promotes Principal as a respected financial resource and as a community service leader. She is committed to connection, acknowledgement and honor in everything she does.
In her down time, you can find Valerie at local activities and businesses, exploring nature, dancing, exercising with HIIT & Zumba, loving on her dogs and animals in general, and feeding her indestructible addiction to coffee and chocolate.
Contact information
602-734-1165
valiente.valerie@principal.com
Connect with me on LinkedIn
Belen Iglesias - New Business Consultant
Belen supports our financial professionals in our Phoenix office with new business processing. She supports financial professionals with internal aspects of new business case design and builds, refines and packages client financial plans.
Belen received her Business Administration Assistant degree from International Business College, El Paso, Texas. She has over 15 years of experience as a Real Estate Agent with Arizona Premier Realty Homes & Land as well as an Advisor Assistant and Admin Assistant.
Belen loves having gatherings with her children and friends, enjoys hiking, dancing, and off-roading with her amazing husband. She volunteers at her church and at her daughter and son-in-law's Taekwondo school competition events. Belen also has two beautiful dogs, Bella and Charlie.
Contact information
602-603-8639
iglesias.belen@principal.com
Cody Pfaff - New Business Consultant
Cody comes to us from the Principal home office in Des Moines, bringing over 9 years of experience in the financial services industry. Experiences range from Property and Casualty Insurance, Commercial/Business Insurance, Individual Wealth investing, and Employer Sponsored Retirement plans. Cody helps clients and co-works meet their goals by helping to provide daily support.
Outside of work, Cody enjoys interior design, volunteering with non-profit organizations to fight and eliminate hunger in our communities and schools, spending time with family and friends, and is always excited to try a new coffee place.
Contact information
720-625-4826
pfaff.cody@principal.com
Connect with me on LinkedIn
Maureen Goggins - Site Coordinator
Maureen supports financial professionals with contracting, compliance assistance, licensing, and registration. She has been in the financial services industry since 2005 and has loved every minute of it.
She enjoys live music and visiting San Diego to see her family and to go parawhaling.
Contact information
602-734-1167
goggins.maureen@principal.com
Lisa Rinehart, CLF - Regional Talent Acquisition Consultant
Lisa joined Principal in 2008 sourcing Registered Financial Professionals and Leaders for the Mid-West, Northwest, and Western United States. As one who believes in the values Principal upholds, along with the support and development we provide our teams, she enjoys sourcing talent to compliment Principal's culture of inclusion and client centric solutions.
Lisa has over 20 years of experience in the financial services industry starting in 1996 managing Credit Union relationships on the West Coast.
Contact information
559-214-2123
rinehart.lisa@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.
Arizona offices
Phoenix office
2355 E. Camelback Road, Suite 501
Phoenix, AZ 85016
602-957-3200
Directions to the Phoenix office
Tucson offices
7498 N. La Cholla Boulevard
Tucson, AZ 85741
520-219-5106
Directions to the Tucson office
| Mike Doty doty.mike@principal.com 520-544-7919 Connect with me on LinkedIn Website | Joseph Vetrano vetrano.joe@principal.com 520-544-7919 Connect with me on LinkedIn Website |
| Luke J. Reilly reilly.luke@principal.com 520-867-9357 Connect with me on LinkedIn | Thomas Vetrano, RICP®, CMFC®, LUTCF® vetrano.tom@principal.com 520-544-7919 Connect with me on LinkedIn Website |
7440 North Oracle Rd., Bldg 5
Tucson, AZ 85704
520-297-9156
Directions to the Tucson office
| James Maina maina.james@principal.com 520-665-1800 Connect with me on LinkedIn |
Colorado offices
Arvada office
12014 W 54th Dr., Suite 200
Arvada, CO 80002
303-467-5963
Directions to the Arvada office
| Frank Christiansen christiansen.frank@principal.com 303-467-5963 Connect with me on LinkedIn |
Breckenridge office
7160 Airport Rd., Suite C
Breckenridge, CO 80424
970-459-4142
Directions to the Breckenridge office
| Mark Schneider CLU® schneider.mark@principal.com 970-459-4142 Connect with me on LinkedIn |
Colorado Springs office
2835 Elm Meadow View
Colorado Springs, CO 80907
661-327-7711
Directions to the Colorado Springs office
| Charli MacKelvey mackelvey.charli@principal.com 661-858-8250 Connect with me on LinkedIn |
Denver office
4600 S. Syracuse Street, Suite 1000
Denver, CO 80237
800-553-8902
Directions to this Denver office
Dan Berve | Mark Goodside, ChFC®, AIF® mark@rscolorado.com 720-625-4807 Connect with me on LinkedIn Website |
| Brian Brown brown.brian.m@principal.com 720-625-4829 Connect with me on LinkedIn | Tad Lyle tad@tadlyle.com 303-649-2162 Connect with me on LinkedIn Website |
| Josh Burchfield, AIF® burchfield.joshua@principal.com 720-468-1215 Connect with me on LinkedIn | Micah Strode strode.micah@principal.com 970-381-4010 Connect with me on LinkedIn |
| Dustin Carr dustin@planningresourcesco.com 720-274-8868 Connect with me on LinkedIn Website | Andy Wilson andy@dnvfinancial.com 720-625-4815 Connect with me on LinkedIn Website |
Fort Collins office
4823 Kitchell Way
Fort Collins, CO 80524
970-484-9776
Directions to the Fort Collins office
| Steve Laine, CLU®, ChFC®, RHU® steve@mkofinancial.com 970-484-9776 Connect with me on LinkedIn Website |
Greenwood Village office
5600 S Quebec St. #C265
Greenwood Village, CO 80111
303-721-0159
Directions to the Greenwood Village office
| W. Braiden Darley, RHU braiden@martindarley.com 303-721-0159 Connect with me on LinkedIn Website |
Highlands Ranch office
24 Red Tail Dr.
Highlands Ranch, CO 80126
303-708-8774
Directions to the Highlands Ranch office
| David Seems, ChFC® dseems@businessadvisorsllc.net 303-708-8774 Connect with me on LinkedIn Website |
Lakewood office
3073 S Oak Way
Lakewood, CO 80227
303-989-5826
Directions to the Lakewood office
| James Micus micus.james@principal.com 303-989-5826 Connect with me on LinkedIn |
Nevada office
2480 W Horizon Ridge Pkwy, Suite 110
Henderson, NV 89052
Directions to the Henderson office
| Robyn Repetti repetti.robyn@principal.com 720-369-1122 Connect with me on LinkedIn |
New Mexico offices
3701 Paseo Del Norte NE
Albuquerque, NM 87113
505-803-4158
Directions to the Albuquerque office
| James Wemple wemple.james@principal.com 505-884-0800 ext 1 Connect with me on LinkedIn |
3321 Candelaria Rd NE, #108
Albuquerque, NM 87107
505-639-0199
Directions to the Albuquerque office
| Logan Baber, CFP® baber.logan@principal.com 505-639-0199 Connect with me on LinkedIn |
Montana offices
Billings offices
3289 Gabel Rd.
Billings, MT 59102
402-238-1954
Directions to this Billings office
| Therese Fairbanks Dickey dickey.therese@principal.com 402-238-1954 Connect with me on LinkedIn Website |
1500 Poly Dr., Suite 130
Billings, MT 59102
406-969-1145
Directions to this Billings office
| Mike Day day.mike@principal.com 406-969-1145 Connect with me on LinkedIn |
419 Wyoming Avenue
Billings, MT 59101
406-294-3080
Directions to this Billings office
| Josh Medvidofsky, CFP®, AIF®, MBA josh@mgfinancialadvisors.com 720-625-4828 Connect with me on LinkedIn Website |
1116 Grand Ave., Suite 204
Billings, MT 59102
406-294-9630
Directions to this Billings office
| Ben Kazmierski kazmierski.ben@principal.com 406-259-2983 Connect with me on LinkedIn |
Great Falls office
100 1st Avenue N, #1
Great Falls, MT 59401
406-761-1408
Directions to the Great Falls office
| Matthew Merry, LUTCF merry.matthew@principal.com 406-761-1408 Connect with me on LinkedIn | Ron Merry, CLU®, ChFC®, LUTCF merry.ronald@principal.com 406-761-1408 Connect with me on LinkedIn |
Laurel office
805 Sinclair Circle
Laurel, MT 59044
406-669-4806
Directions to the Laurel office
| Mike Pulliam pulliam.mike@principal.com 406-669-4806 Connect with me on LinkedIn |
Texas offices
El Paso offices
7915 Pecan Ct.
El Paso, TX 79915
915-858-4437
Directions to this El Paso office
| Gilbert Garcia garcia.gilbert@principal.com 915-858-4437 Connect with me on LinkedIn |
221 N Kansas Street, Suite 1201
El Paso, TX 79901
915-759-4072
Directions to this El Paso office
| Inaam Ziyadeh ziyadeh.inaam@principal.com 915-759-4072 Connect with me on LinkedIn Website |
Wyoming office
Laramie office
1251 N. 21st Street, Unit L-56
Laramie, WY 82072
307-755-5516
Directions to the Laramie office
| Dale Sailors sailors.dale@principal.com direct - 307-755-5516 fax - 307-755-5521 Connect with me on LinkedIn |
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The financial professionals of the Principal® Financial Network of Rocky Mountains and Arizona are licensed in CO, MT, NM and WY 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 Rocky Mountains and Arizona 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.