Southeast Business Center
The Southeast Business Center is a group of local offices representing Principal® in Georgia and Alabama. 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 an advisor, 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 & advisors
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 advisors in the Southeast 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.
Southeast Business Center management team
Now that you know a little about our business center, we’d like to tell you about the amazing folks you’ll be working with.
Todd Schoonover - Regional Managing Director
Todd oversees the growth and development of the South East Business Center with offices in Georgia and Alabama. With over 2 decades experience and knowledge in the diverse world of financial services, Todd leads and cultivates advisors’ practices through the ever-changing dynamic fast paced investment and risk management service sector. Throughout his leadership, Todd has created a culture of heartfelt relationships, where he and his team focus on helping individuals and businesses with financial planning and risk management.
Todd attended Notre Dame High School and is a graduate of the University of Tennessee at Chattanooga with a B.S. in Finance and a minor in Economics, he is an active alumnus with Kappa Sigma Fraternity. Todd remains an active member of NAIFA.
Todd particularly enjoys his favorite past times of golfing and boating when surrounded by family and friends. He and his wife Nickie have 3 wonderful college aged children, Reese, Tess, and Ariana.
Frank Avrett - Senior Managing Director
Frank has devoted over 30 years of his life to empower people with the financial tools and confidence to live their best lives. His goal is to offer the opportunity to be a financial professional to individuals who care about people and want to make a difference. Frank is ready to help you take the next step. His clients’ and advisors’ goals are at the heart of why he chose this career. Frank holds a degree in Economics and Finance from Auburn University.
He and his wife Lynn have 3 adult sons: Trey, Tripp, and Trevor. They are avid outdoors people and love to hike the mountains of North Georgia as often as possible with their Golden Retrievers, Troy and Scout.
770-850-0220 ext. 117
Justin Garofalo, MBA - Associate Managing Director
Justin joined Principal in 2019, bringing over a decade of experience in the Financial Services & Wealth Management Industry. He is committed to helping our financial advisors grow their practices and access the global resources of Principal to help clients pursue their personal and professional financial goals. Justin received an MBA from The University of Memphis, and a Bachelor’s degree from Auburn University with a concentration in Finance and a minor in International Business.
In his spare time, he enjoys golf, deep sea fishing, spending time with family and friends, and is an avid animal activist. He currently resides in Virginia Highlands in Atlanta, Georgia.
770-250-7577 or 901-605-3669
Dava Skaggs - Operations Manager
Dava oversees the operations of the Southeast Business Center which includes Atlanta, Georgia, and Birmingham, Alabama; assists with agency onboarding and development; monitors the development budget; assists with compliance activities and annual audits; marketing initiatives for the firm and the financial representatives; as well as lead and direct administrative staff functions. Dava has over 18 years of industry experience.
She is active in her community and enjoys spending time with her husband and 2 children. Dava’s hobbies include listening to live music, spending time on the lake, and volunteering in the children’s ministry through her church.
Deborah Morris – Senior Marketing Coordinator
Deborah has been with Principal for over 25 years and brings over 30 years of experience in financial services administration. Deborah is responsible for general administrative work in the Atlanta office working side-by-side her team of advisors as a liaison with home office departments including communications, marketing, underwriting, and sales support. Deborah holds her Life & Health Insurance License in the state of Georgia. She is known for her work ethic, high attention to detail, and states: "My goal in the office is to give my 'all' and provide top of the line client and agent service to both our internal and external customers".
A native of South Carolina, Deborah enjoys hitting the roadways on her Harley, automobile customizations, and participating in arts and crafts shows. Deborah resides in Douglasville, Georgia with her husband Johnny and fur baby Bouncer.
770-850-0220 ext. 106
Tripp Avrett - Senior Marketing Consultant
Tripp partners with advisors in Georgia and Alabama to help them develop their personal brand, identify opportunities and provide resources as they build and grow their practice. He also implements the Business Center's marketing, branding, and community outreach initiatives by coordinating events with advisors, non-profit organizations, businesses, and clients. Tripp has a bachelor’s degree from Arizona Christian University.
Tripp and his wife Hannah put a high value on faith, family, philanthropy, and fun. Tripp enjoys tinkering with cars, playing and writing music, entertaining, and rock-crawling in his Jeep. He and Hannah are excited to be back in the Atlanta area.
770-850-0220 ext. 153
Melody Travick - Recruiting Support Coordinator
Melody joined Principal in May 2008 and has a myriad of experience in providing advisor sales support, marketing experience, recruiting and HR support. She specializes in candidate experience and delivering quality recruiting/selection assistance. Melody earned her bachelor’s degree in Psychology with a minor in Sociology from Georgia State University.
Melody is an avid baseball mom, spending the bulk of her free time at baseball fields near and far. She enjoys spending time her with family and friends cheering for their favorite Georgia sports teams. Go Dawgs, Falcons, Hawks, Atlanta United, and Chop On Braves!
770-850-0220 ext. 129
Chris Sizemore, CLF® - Managing Director
Chris Sizemore is focused on revenue growth, developing and building the sales team in our Mid South Business Center in Birmingham. With 16 years of industry experience, Chris is actively involved in NAIFA and the Financial Planning Association.
In his personal time, Chris enjoys spending time with his family and he resides in Vestavia, Alabama.
Pam Isbell - Senior Case Design Specialist
Pam supports advisors and field managers by providing design expertise and consultation to build, refine, and package client financial plans. Assisting and supporting the new business activities of management and advisors to achieve business center and company goals. Since joining Principal in 1994, Pam has provided quality service to clients and advisors for many years.
Pam loves to spend time with family and friends, is an avid fisherwoman and a huge Alabama Crimson Tide fan!
Joelisa Sherman, CLF® - Regional Marketing Strategist
Joelisa provides personal consultations with advisors and business center management to create customized strategies that build and grow successful advisor practices. She joined Principal in 2008 and has over 15 years of marketing experience.
Joelisa is a proud alumni of the University of South Florida and enjoys spending time with her husband Jason and 2 young children attending various sporting events, traveling, and boating.
Cindy Duick, CLF®, LUTCF – Sr. Regional Marketing Strategist
Cindy's mission is to help field leaders, their teams and financial professionals achieve success through efficient use of resources, developing markets and strategic business planning. She partners with teams throughout the United States. Her financial services experience began in 1999, however she has worked in many aspects of sales and marketing in diverse fields such as advertising and sales promotion, corporate healthcare administration, and manufacturing.
Originally from Lancaster, PA, Cindy lives in Boca Raton with her husband and Rottweiler. Cindy is a long-time member of the Gulfstream Guardian Angels Rottweiler Rescue, a Defender for 4Kids of South Florida, an advocate for the Alzheimer's Foundation, and a member of St. Jude Catholic Church Boca Raton.
Suzie Daggett - Marketing Support Coordinator
Suzie brings to the Business Center over 18 years of industry experience. She specializes in providing high quality marketing support. She has a broad knowledge of Principal products and new business processes, as well as years of customer service experience with both clients and advisors.
Suzie received her B.A. in French and International Business Certificate from the University of Iowa. She loves to travel and has been to 35+ countries. She enjoys live music/theater, cultural events, and spending time with friends and family.
Interested in meeting with an advisor near you? Great! Check the list below to see who's available in your area and learn more.
Southeast Business Center office
2000 Riveredge Pkwy, Suite 1010
Atlanta, GA 30328
Directions to the Southeast Business Center
5550 Triangle Parkway, Suite 380
Peachtree Corners, GA 30092
Directions to the Atlanta office
3500 Blue Lake Drive, Suite 280
Birmingham, AL 35243
Directions to the Birmingham office
1347 Georgia Avenue
Macon, GA 31201
Directions to this Macon office
8 East Broad St
Newnan, GA 30263
Directions to the Newnan office
9 Tanglewood Road
Newnan, GA 30263
Directions to the Newnan office
901 N Broad St. NE, Suite 420
Rome, GA 30161
Directions to the Rome office
The financial professionals of the Southeast Business Center are licensed in GA and SC 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.
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.
* Advisors marketing under DBA are not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The Southeast Business Center Financial Professionals of Principal Securities 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.