Principal® Financial Network of South Texas
The Principal® Financial Network of South Texas is a group of local offices representing Principal. 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 South Texas 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.
Peter D. Seltz CLU®, ChFC®, MBA - Regional Managing Director
As Regional Managing Director for our organization and with over 25 years in the financial services industry, Pete is passionate about building a dynamic environment focused on helping community partners, financial professionals, and benefits firms enhance their collective potential. Pete strives to help his financial professionals grow their practices and serve their customers. Pete graduated from St. John's University and received his MBA from the Graduate School of Business at the University of St. Thomas.
Contact information
713-496-3173
seltz.peter@principal.com
Connect with me on LinkedIn
Neal Cloer - Senior Managing Director
A former member of the United States Navy Seabees with over 13 years of experience, Neal works with business owners and individuals helping to prepare families and businesses to create financial strategies now and in the future. As a Managing Director, Neal actively recruits, trains and develops financial professionals and is a member of NAIFA, The PGA of America, and a volunteer with The First Tee of Austin.
Neal's free time is spent outdoors and enjoying the live music scene with his three sons and significant other, Jill.
Contact information
512-975-7385
cloer.neal@principal.com
Connect with me on LinkedIn
Alan L. Holland, RICP®, CLU®, ChFC®, CLF® - Associate Managing Director
As Associate Managing Director for the Houston office, Alan brings over 30 years of insurance and financial experience to his team of highly successful financial professionals to help them grow professionally and reach their potential. The Houston office works to provide professional development, business planning assistance, marketing support, and a culture of inclusion and flexibility.
Alan and his wife, Danna have lived in Houston for over 30 years and have four children.
Contact information
713-496-3163
holland.alan@principal.com
Connect with me on LinkedIn
Jeannette Segundo - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Jeannette is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
713-496-3142
segundo.jeannette@principal.com
Rachel Tovar - New Business Consultant
Rachel is responsible for consulting and managing new business case design and submission. She partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.
Contact information
713-496-3149
tovar.rachel@principal.com
Sarah Zinnel - Candidate Experience Consultant
Sarah started with Principal Financial Group in January 2018 after over three years of recruiting and HR support experience in the staffing industry. She specializes in candidate experience and delivering quality recruiting support.
Sarah earned her bachelor's degree in communication with a focus on public relations from the University of Northern Iowa.
Sarah's interests are to visit a new spot on the globe every year, and she is also a dog enthusiast. She is dedicated to continuous education and personal improvement through overcoming fears, learning new skills, and being open-minded.
Contact information
515-878-6333
zinnel.sarah@principal.com
Kelley Doyle - Business Development Consultant
Contact information
doyle.kelley@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.
Houston office
1900 West Loop South, Suite 650-A
Houston, TX 77027
713-783-1818
Directions to the Houston office
Austin office
8310 N Capital of Texas Hwy, Suite 175
Austin, TX 78731
512-342-0507
Directions to the Austin office
| Juan Carlos Barcena, MBA barcena.juancarlos@principal.com 512-342-0507 ext 216 Connect with me on LinkedIn | Lauren Kuhnel kuhnel.lauren@principal.com 512-388-0812 |
| Adam Blye blye.adam@principal.com 512-346-4479 Connect with me on LinkedIn | Walter Magana magana.walter@principal.com 512-663-1509 |
| Neal Cloer cloer.neal@principal.com 512-975-7385 Connect with me on LinkedIn | Robert Pullin pullin.robert@principal.com 512-794-5959 Website |
| Michael Kidd kidd.michael@principal.com 512-975-7408 | Bert Sanchez* sanchez.bert@principal.com 512-975-7407 Connect with me on LinkedIn |
Cedar Park offices
2301 Bagdad, Suite 302
Cedar Park, TX 78613
281-703-3263
Directions to the Cedar Park office
| Jeff Ruen ruen.jeff@principal.com 281-703-3263 Connect with me on LinkedIn |
1200 Rachel Ridge
Cedar Park, TX 78716
512-401-0036
Directions to the Cedar Park office
| Michael Affleck mike.affleck@tetragroup.net 512-401-0036 Connect with me on LinkedIn Website |
Corpus Christi office
5151 Flynn Parkway, Suite 310
Corpus Christi, TX 78411
361-356-6345
Directions to the Corpus Christi office
| John E. de Montel, RICP® demontel.john@principal.com 361-356-6345 Connect with me on LinkedIn Website | Jill Leland, CFP®, ChFC®, CRPS® williams.jill@principal.com 210-697-2491 Connect with me on LinkedIn Website |
Mandeville office
1131 N. Causeway Blvd, Ste. 107
Mandeville, LA 70471
713-496-3141
Directions to the Mandeville office
| Jennifer Craddock craddock.jennifer@principal.com 713-496-3141 |
Nacogdoches office
3532 NE Stallings Drive
Nacogdoches, TX 75965
936-564-0433
Directions to the Nacogdoches office
| Paul Smith, III smith.paul@principal.com 936-564-0433 Connect with me on LinkedIn |
San Antonio office
7410 Blanco Road, Suite 310
San Antonio, TX 78216
210-392-9864 (mobile)
Directions to the San Antonio office
| Jerry Mathis mathis.jerry@principal.com 210-822-2333 | Bruce Swearingen swearingen.bruce@principal.com 210-392-9864 Connect with me on LinkedIn Website |
| Richard E. Supik, CLU®, ChFC®, RHU®, REBC® rsupik@supik.com 210-697-2491 |
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The financial professionals of the Principal® Financial Network of South Texas are licensed in TX and LA 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. 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 South Texas 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.