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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of South Texas South Texas locations & financial professionals

South Texas locations & financial professionals

Principal® Financial Network of South Texas
Houston

1900 West Loop South, Suite 650-A
Houston, TX  77027
713-783-1818

David Anderson, LUTCF
anderson.david@principal.com
281-384-5484

Mayra Rodriguez
rodriguez.mayra@principal.com
713-496-3170

Robbie Schubert
schubert.robbie@principal.com
713-496-3143

Carmen Clements
clements.carmen@principal.com
713-819-3977

Herbert Flowers*, LUTCF
flowers.herbert@principal.com
713-496-3144

Peter D. Seltz
seltz.peter@principal.com
713-496-3173

Maria Luisa Grieco
grieco@mlgfinancial.com
713-496-3157

Alan Holland, CLU®, ChFC®, RICP, CLF®
holland.alan@principal.com
713-496-3163

Donald Terry, Jr.
terryd@executivebenefit.net
713-266-4327

Forde D. McWilliams, CFP®
mcwilliams.forde@principal.com
214-535-1679

Angele Watson
a.watson@watsonwealthmgmt.com
281-603-3388

Brad Newland
newland.brad@principal.com
713-496-3151

Pete Watson
p.watson@watsonwealthmgmt.com
979-693-1588

Richard Newland, CFP®, AIF®
newland.richard@principal.com
713-496-3154

Clint Oliphant
oliphant.clint@principal.com
346-768-2527

David Potts
potts.david@principal.com
713-496-3146

Chris Richey
richey.chris@principal.com
713-496-3147

Caleb R. Robinson, CRPS®
robinson.caleb@principal.com
713-496-3150

Gary Zweschper
zweschper.gary@principal.com
713-496-3172
Austin

8310 N Capital of Texas Hwy, Suite 175
Austin, TX 78731
512-342-0507

Juan Carlos Barcena, MBA
barcena.juancarlos@principal.com
830-968-2788

Miranda Barcena
barcena.miranda@principal.com
830-402-4100

Adam Blye
blye.adam@principal.com
512-346-4479

Neal Cloer, CLU®
cloer.neal@principal.com
512-975-7385

Francis J. D'Alia, MBA, CLTC®
dalia.francis@principal.com
973-404-9373

Michael Kidd, AIF®
kidd.michael@principal.com
512-975-7408

Walter Magana
magana.walter@principal.com
512-663-1509

Robert Pullin
pullin.robert@principal.com
512-794-5959

Jeff Ruen
ruen.jeff@principal.com
512-817-3531

Bert Sanchez*
sanchez.bert@principal.com
512-975-7407

Sarah Schoeplein
schoeplein.sarah@principal.com
512-975-7402
Cedar Park - 1200 Rachel Ridge

1200 Rachel Ridge
Cedar Park, TX 78716
512-401-0036

Michael Affleck
mike.affleck@tetragroup.net
512-401-0036
Corpus Christi

5151 Flynn Parkway, Suite 310
Corpus Christi, TX 78411
361-356-6345

John E. De Montel, RICP®
demontel.john@principal.com
361-356-6345

Jill Leland, CFP®, ChFC®, CRPS®
williams.jill@principal.com
210-697-2491
Lafayette

315 South College Rd., Suite 239
Lafayette, LA 70503
337-398-7150

LeRoy Spence
spence.leroy@principal.com
337-443-0495

Jennifer Varga
varga.jennifer@principal.com
337-516-1110

Rustin Young
young.rustin@principal.com
918-205-2441
Mandeville

1131 N. Causeway Blvd, Ste. 107
Mandeville, LA 70471
713-496-3141

Jennifer Craddock, CFP®
craddock.jennifer@principal.com
713-496-3141

 
Nacogdoches

3532 NE Stallings Drive
Nacogdoches, TX 75965
936-564-0433

Paul Smith, III
smith.paul@principal.com
936-564-0433
New Braunfels

400 W. San Antonio Street
New Braunfels, TX 78130
512-346-7254

Stephen G. Rathbun
rathbun.steve@principal.com
512-346-7254
San Antonio

7410 Blanco Road, Suite 310
San Antonio, TX 78216
210-392-9864 (mobile)

Jerry Mathis
mathis.jerry@principal.com
210-822-2333

Bruce Swearingen, AIF®, RICP®
swearingen.bruce@principal.com
210-392-9864

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The Financial Professionals in the Principal® Financial Network of South Texas are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the º£½ÇÉçÇøFinancial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by º£½ÇÉçÇøNational Life Insurance Company (except in NY), º£½ÇÉçÇøLife Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through º£½ÇÉçÇøSecurities, Inc., member SIPC. Referenced companies are members of the º£½ÇÉçÇøFinancial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of º£½ÇÉçÇøSecurities® 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 º£½ÇÉçÇøSecurities 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. 

º£½ÇÉçÇøLife maintains certificates of authority to transact insurance in all 50 states. º£½ÇÉçÇøLife NAIC identification number is 61271. º£½ÇÉçÇøNational NAIC identification number 71161.