Wisconsin Business Center

The Wisconsin Business Center is a group of offices representing Principal^® in a variety of locations across the state of Wisconsin. We’ve been a local presence in the Milwaukee, Neenah, and Eau Claire area since 1920 and are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent the 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 Wisconsin to contact one directly.

Our alliances & associations

• Hispanic Professionals of Greater Milwaukee
• Wisconsin Builders Association
• Wisconsin Medical Society
• Wisconsin Nurses Association
• Young President’s Organization

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 our business center, we’d like to tell you about the amazing folks you’ll be working with.

Dan Buehrle - Senior Regional Managing Director

Dan joined Principal as an agent in 2002, and became the Regional Managing Director of the Wisconsin Offices of Principal in 2012 being named "Agent of the Year" three times in his career. Dan has been awarded the Master Agency Award each year as RMD from 2012-2016, which is awarded annually to 250 financial services firms worldwide for achieving top commission levels.

Dan and his wife Karen have 5 children: Cassidy, Christian, Sasha, Dom, and Beck.

Contact information
414-258-6220
buehrle.daniel@principal.com
Connect with me on LinkedIn

Matthew J. Martens, MS - Managing Director

Matt joined Principal in 2014 with 7-plus years of combined experience in training, development, and quality assurance management. His role focuses on the education and motivation of both new and experienced financial professionals, helping financial professionals grow their business, and working with clients to reach their dreams, goals, and financial objectives.

Matt enjoys movies, collecting sports memorabilia, and of course, rooting for the Green Bay Packers!

Contact information
414-258-6220
martens.matthew@principal.com
Connect with me on LinkedIn

Jennifer Moston, ARPC - Managing Director

Jennifer joined Principal in 2018, bringing over 18 years of experience in the Retirement Plan industry and management of Corporate Retirement Plans. Her role focuses on helping our financial professionals expand their Qualified and Non-Qualified Retirement Plan Business. She believes strongly in helping individuals achieve their retirement dreams, and is passionate in empowering women to become financially stable.

Jennifer serves as President of the Kettle Moraine Middle School PTA, and has 4 children: Stella, Greta, Charlie, and Jett.

Contact information
414-258-6220 ext. 134
moston.jennifer@principal.com
Connect with me on LinkedIn

Samantha Maldonado, MBA - Managing Director

Samantha brings to Principal proven success in creating and executing vision to sustain a strong culture focused on transformational change, innovation, and measurable and scalable business results in both for profit and not profit organizations. She enables positive change within department functions by cultivating an atmosphere dedicated to fostering relationships, organizational acuity, and thoughtful action toward embracing change and ambiguity.

Samantha is currently the President of the Prospanica Milwaukee chapter, President and Founding Board member of Stellar Collegiate Charter School, Co-Chair of UPAF NextGen, and Council member for the Multi-Cultural Advisory Council of Visit Milwaukee. Samantha lives in Milwaukee her husband and 2 children.

Contact information
414-258-6220 ext. 1928
maldonado.samantha@principal.com

Liset Vazquez - Assistant Director - Field Operations

Liset joined Principal in 2018 and leads the overall operational strategy and activities for her region that includes offices in Wisconsin, Nevada, Utah, Idaho, Oregon, and Washington. Liset has over a decade of experience in the financial industry and has had a multitude of roles that involve providing high client service and creating process improvements to meet important business needs.

Liset is passionate about giving back to her community by serving on various boards and committees: Board of Directors for The Parenting Network, Officer of Mentorship Programs for Milwaukee – Prospanica, and committee member of Mount Mary University’s Latina task force.

Contact information
414-258-6220
vazquez.liset@principal.com

Ellen Brill - Recruiting Support Coordinator

Ellen joined Principal in 2012 with 6 years of experience in the insurance and financial services industry. She has a background in recruiting support and assisting financial professionals in their practices. In her role, Ellen strives to create the best possible experience for representatives joining Principal while in the recruiting process.

Ellen hails from Minnesota and is a graduate of the University of Minnesota – Twin Cities. In her spare time, she is a youth volleyball coach and mom to Olivia and Vincent. She loves summers and spending time at the lake with her family.

Contact information
515-235-9106
brill.ellen@principal.com

Benjamin Sauter, MBA - 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 Wisconsin and spending time with his nieces and nephews.

Contact information
414-203-7044
sauter.benjamin@principal.com
Connect with me on LinkedIn

Suzie Daggett - Marketing Launch Coordinator

Suzie joined Principal in 1999 with a broad knowledge of Principal products and new business processes, as well as years of customer service experience both with clients and financial professionals. She has held various roles in the TeleApp Department and Client Resource Services.

In her free time, Suzie enjoys live music/theater, cultural events, and hanging out with friends and family. She loves to travel and has been to over 35 countries.

Contact information
515-246-4983
daggett.suzie@principal.com
Connect with me on LinkedIn

Interested in meeting with a professional financial near you? Great! Check the list below to see who’s available in your area and learn more.

Wauwatosa

10361 W. Innovation Dr., Suite 300
Wauwatosa, WI 53226
414-258-6220
Directions to the Wauwatosa office

Appleton

1837 W Wisconsin Ave.
Appleton, WI 54914
920-832-3821
Directions to this Appleton office

Adell

N1674 Lake Ridge Drive
Adell, WI 53001
262-626-4783
Directions to the Adell office

Altoona

211 Harvest Lane
Altoona, WI 54720
715-832-9717
Directions to the Altoona office

Eau Claire

4330 Golf Terrace, Suite 215
Eau Claire, WI 54701
715-835-5113
Directions to the Eau Claire office

Franksville

2626 49th Dr.
Franksville, WI 53126
262-835-9111
Directions to the Franksville office

Holmen

525 McHugh Rd. Suite 3
Holmen, WI 54636
608-782-2299
Directions to the Holmen office

Kaukauna

311 East Ann St., Suite #2
Kaukauna, WI 54130
920-766-9988
Directions to the Kaukauna office

La Crosse

505 King Street, Suite 10
La Crosse, WI 54601
608-793-1400
Directions to the La Crosse office

Menomonee Falls

W137 N5557 Williams Place
Menomonee Falls, WI 53051
888-928-6466
Directions to the Menomonee Falls office

Mineral Point

2500 Business Park Rd. Suite 2
Mineral Point, WI 53565
608-987-3255
Directions to the Mineral Point office

Neenah

711 Deerwood Avenue
Neenah, WI 54956
920-215-3262
Directions to the Neenah office

Oconomowoc

1815 Executive Drive, Suite 2
Oconomowoc, WI 53066
262-354-0590
Directions to the Oconomowoc office

Oostburg

933 Center Avenue
Oostburg, WI 53070
920-564-3836
Directions to the Oostburg office

Racine

1127 Prairie Drive, Ste 100
Racine, WI 53406
262-884-9980
Directions to the Racine office

Sheboygan

516 Vollrath Blvd
Sheboygan, WI 53081
920-395-2430
Directions to the Sheboygan office

Stevens Point

3004 Post Road
Stevens Point, WI 54481
715-342-3689
Directions to the Stevens Point office

Sun Prairie

1161 Heritage Ct.
Sun Prairie, WI 53590
616-893-2274
Directions to this Sun Prairie office

Wausau

210 McClellan Street, Suite 300
Wausau, WI 54403
715-848-1140
Directions to the Wausau office