Principal® Financial Network of Wisconsin
Principal® Financial Network of Wisconsin is a group of offices representing Principal® in a variety of locations across the state. 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.
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.
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
414-203-7041
martens.matthew@principal.com
Connect with me on LinkedIn
Suzie Daggett - Candidate Launch Consultant
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 specializes in providing high quality marketing support. Suzie has held various roles in the TeleApp Department and Client Resource Services.
Suzie received her B.A. in French and International Business Certificate from the University of Iowa. 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
Morgan Stoklosa- New Business Consultant

Morgan Stoklosa 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
414.203.1911
stoklosa.morgan@principal.com
Anne Halladay - Business Development Consultant
Anne Day partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Contact information
414-203-1912
halladay.anne@principal.com
Tim Albrechtson - Site Coordinator

The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Tim Albrechtson is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
414-203-1930
albrechtson.tim@principal.com
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 this Wauwatosa office
Sandy Bawolek bawolek.sandy@principal.com 414-203-1947 Connect with me on LinkedIn | Michael J. Goldammer goldammer.michael@principal.com 414-203-1925 Connect with me on LinkedIn |
Ciaran S. Cummins cummins.ciaran@principal.com 414-203-1923 Connect with me on LinkedIn | Randall J. Malone, CLU®, ChFC® malone.randall@principal.com 414-203-1931 |
Joseph R. Fenlon fenlon.joe@principal.com 414-203-1939 | Steven Phillips phillips.steve@principal.com 414-975-7420 |
Terek J. Glenetski glenetski.terek@principal.com 412-203-1946 Connect with me on LinkedIn | Andrew R. Smith, LUTCF smith.andrew@principal.com 414-203-1950 Connect with me on LinkedIn |
Appleton
1837 W Wisconsin Ave.
Appleton, WI 54914
920-832-3821
Directions to this Appleton office
Guy McCauley,CLTC® gmccauley@cfgwi.com 920-253-2424 Website | Bolan M. Montgomery bmontgomery@cfgwi.com 920-419-2277 Website |
Troy M. Leonard tleonard@cfgwi.com 920-809-0772 Website |
Adell
N1674 Lake Ridge Drive
Adell, WI 53001
262-626-4783
Directions to the Adell office
Ryan J. Kunz kunz.ryan@principal.com 262-626-4783 Connect with me on LinkedIn | Austin B. Luedtke luedtke.austin@principal.com 262-355-5313 |
Altoona
211 Harvest Lane
Altoona, WI 54720
715-832-9717
Directions to the Altoona office
Greg Bremer bremer.greg@principal.com 715-832-9717 |
Eau Claire
4330 Golf Terrace, Suite 215
Eau Claire, WI 54701
715-835-5113
Directions to the Eau Claire office
Jay Ganther ganther.jay@principal.com 715-835-5113 ext 102 | Randy Ganther ganther.randy@principal.com 715-835-5113 ext 103 |
Franksville
2626 49th Dr.
Franksville, WI 53126
262-835-9111
Directions to the Franksville office
Brian Goode goode.brian@principal.com 262-835-9111 Connect with me on LinkedIn |
Holmen
525 McHugh Rd. Suite 3
Holmen, WI 54636
608-782-2299
Directions to the Holmen office
Jess Humpal humpal.jess@principal.com 608-782-2299 |
Kaukauna
311 East Ann St., Suite #2
Kaukauna, WI 54130
920-766-9988
Directions to the Kaukauna office
Corey Grimes, RICP® ChFC® AIF corey@vandeheyfinancial.com 920-766-9988 | David J. VanDeHey, CLU®, LUTCF dave@vandeheyfinancial.com 920-766-9988 Website |
Andrew VanDeHey andy@vandeheyfinancial.com 920-766-9988 Website | Jordan VanDeHey jordan@vandeheyfinancial.com 920-766-9988 Website |
La Crosse
505 King Street, Suite 105
La Crosse, WI 54601
608-793-1400
Directions to the La Crosse office
Timothy Ehler ehler.timothy@principal.com 608-793-1400 |
Menomonee Falls
W137 N5557 Williams Place
Menomonee Falls, WI 53051
888-928-6466
Directions to the Menomonee Falls office
Adam Brophy brophy.adam@princor.com 262-252-2195 Website | Ben Trevino trevino.ben@principal.com 262-252-2197 Website |
Menomonie
1421 Broadway St N, Suite 113
Menomonie, WI 54751
715-231-5113
Directions to the Menomonie office
Scott Ebert, RICP® scott@uf-advisors.com 715-231-5113 Connect with me on LinkedIn |
Mineral Point
2500 Business Park Rd. Suite 2
Mineral Point, WI 53565
608-987-3255
Directions to the Mineral Point office
Pat J. Weier weier.pat@principal.com 608-987-3255 |
Neenah
711 Deerwood Avenue
Neenah, WI 54956
920-215-3262
Directions to the Neenah office
Brian Long brian@synergyadvisorygroup.com 920-215-3262 ext 124 | Emmett F. Long, CLU®, ChFC®, LUTCF, RICP® emmett@synergyadvisorygroup.com 920-215-3262 ext 119 |
Oconomowoc
1815 Executive Drive, Suite 2
Oconomowoc, WI 53066
262-354-0590
Directions to the Oconomowoc office
Greg Johnson johnson.greg@principal.com 262-354-0590 | Nicholas Weix weix.nicholas@principal.com 262-379-3709 Website |
Brandon Littleton Website | Jana Witney witney.jana@principal.com 262-215-1282 Website |
Oostburg
933 Center Avenue
Oostburg, WI 53070
920-564-3836
Directions to the Oostburg office
Timothy J. Harrison, CFP®, CLU®, ChFC® tim@roethelfinancial.com 920-564-3836 Website | Randall J. Roethel, CLU®, ChFC® randall@roethelfinancial.com 920-564-3836 Website |
Kimberly Roethel kimberly@roethelfinancial.com 920-564-3836 Website |
Racine
1127 Prairie Drive, Ste 100
Racine, WI 53406
262-884-9980
Directions to the Racine office
Joe Golebiowski golebiowski.joseph@principal.com 262-995-7018 |
Sheboygan
516 Vollrath Blvd
Sheboygan, WI 53081
920-395-2430
Directions to the Sheboygan office
Gregory C. Burgett burgett.greg@principal.com 920-395-2430 Connect with me on LinkedIn |
Stevens Point
3004 Post Road
Stevens Point, WI 54481
715-342-3689
Directions to the Stevens Point office
Raymond Cal, MBA cal.raymond@principal.com 715-342-3689 Connect with me on LinkedIn |
Wausau
210 McClellan Street, Suite 300
Wausau, WI 54403
715-842-2970
Directions to the Wausau office
Brant Meyer meyer.brant@principal.com 715-842-2970 | Richard W. Unger unger.richard@principal.com 715-842-2970 |
The Financial Professionals of the Principal® Financial Network of Wisconsin are licensed in AL, AZ, CA, CO, CT, FL, GA, IL, IN, IA, MI, MN, MO, NV, NY, OH, PA, TX, UT, VA, WA, WI, WY, (some or all states) 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 Customer Information: Financial Professionals of Principal Securities who are part of the Principal® Financial Network of Wisconsin 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.