Meet the management team
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
Neal Cloer, CLU® - 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
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
Sarah Zinnel - Candidate Experience Consultant
Sarah partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling of exams, ordering background checks, preparing contracting and registration paperwork.
Contact information
515-878-6333
zinnel.sarah@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
Kelley Doyle - Business Development Consultant
Kelley 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
doyle.kelley@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
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