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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of Wisconsin Meet the management team - Wisconsin

Meet the management team - Wisconsin

Principal® Financial Network of Wisconsin

Meet the management team
Photo of Matthew Martens

Matthew J. Martens, MS - Senior Managing Director

Matt joined º£½ÇÉçÇøin 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
Photo of Jorge Benavente

Jorge Benavente - Managing Director

Jorge joined º£½ÇÉçÇøin 2024. He has been in the financial services industry since 2005, including roles as a financial professional and regional leader. Jorge enjoys helping clients become aware of ways to help secure their financial future, and coaching advisors to take their practices to the next level. He has a passion for helping others, whether it be teaching, coaching, or mentoring.

Contact information
414-236-6559
benavente.jorge@principal.com
Photo of Jennifer Menth

Jennifer Menth - Candidate Experience Consultant

Jennifer 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
657.261.2575
menth.jennifer@principal.com
Photo of Lisa Rinehart

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
Photo Anne Halladay

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
Photo of Morgan Stoklosa

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
Photo of Tim Albrechtson

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
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The Financial Professionals in the Principal® Financial Network of Wisconsin 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 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 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.