Meet the management team
David Schwartz CFP® - Senior Managing Director
Dave has enjoyed a successful career as a financial advisor for 9+ years and is a MDRT qualifier. Dave has always had an interest in helping to develop new financial professionals to our industry. As Managing Director, Dave focuses on providing career development for our financial professionals. Our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and making a positive impact on the community we serve.
Contact information
503-620-6285
schwartz.dave@principal.com
Haley Young - Candidate Experience Consultant
I moved to º£½ÇÉçÇøFinancial where I've joined a team that is solely dedicated to helping financial professionals start their careers or transition their current practice to an amazing company! I love getting to focus on development and be the first person our financial professionals have supporting them and rooting for them as they start a challenging but rewarding career!
Contact information
319-243-2025
young.haley@principal.com
Lisa Rinehart - Regional Talent Acquisition Consultant
Lisa has over 25 years of experience in the financial services industry with a career that started managing credit union relationships on the West Coast. She joined Principal® in 2008 to focus on sourcing registered financial professional and leader talent. She finds great satisfaction in this role as she lives out the company’s values and mission bringing new talent from across the country into our culture of inclusion and diversity, where both specific and holistic practices thrive.
Contact Information
559-214-2123
rinehart.lisa@principal.com
Ben Fisher - Business Development Consultant
Ben 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
503-620-6296
fisher.ben@principal.com
Gabriel Arreguin - New Business Consultant
Gabe is responsible for consulting and managing new business case design and submission. He 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
503-620-6265
arreguin.gabriel@principal.com