Meet the management team
Shawn Will - Senior Regional Managing Director
"I’m committed to helping our representative determine what financial success looks like, and helping them achieve it." As a former financial professional and managing partner, Shawn brings over 16 years of industry experience to his role here at Principal. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and the General Agency Management Association (GAMA).
Contact information
919-755-8688
will.shawn@principal.com
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Ryan Marsh, CLF® - Senior Managing Director
Ryan has served the Charlotte community with financial services since 2001. Before joining the management team, he built a successful practice of business owners and families. Ryan is a graduate of UNC Charlotte, a member of the Phi Beta Sigma Fraternity, and an Advisor for the Students in Free Enterprise (SIFE). A sports enthusiast, Ryan loves engaging in golf, softball, basketball, and football. He enjoys spending quality time with his wife Sharon and their children.
Contact information
980-235-0505
marsh.ryan@principal.com
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Craig B. Miller, CFP®, CRPC® - Managing Director
Craig brings over 17 years of financial services experience to his role as Associate Managing Director. Craig is passionate about working with both clients as well as internal partners, providing financial planning solutions to clients and training and growth support to representatives. Craig and his wife, Lauren, live in Raleigh with their two sons, Noah and Liam. Craig is originally from Florida and enjoys staying active through sports and outdoor activities.
Contact information
919-755-8662
miller.craig@principal.com
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Gary Heatherington - Managing Director
Gary Heatherington joined our SC office in 2018, with over 40 years of experience in the financial services industry, in both management roles and as a successful financial professional. During his time in management, he was an innovator in an representative-teaming initiative. Originally from Pittsburgh, Gary and his wife Linda of 37 years, reside in Mt Pleasant, SC. They are blessed with 2 sons and 2 grandchildren. In his off time, he enjoys playing golf, and rooting for the Pittsburgh Steelers.
Contact information
843-388-0811 ext. 120
heatherington.gary@principal.com
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Ellen Brill - Candidate Experience Consultant
Ellen Brill 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
515-235-9106
brill.ellen@principal.com
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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
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Nicole Hathaway - Senior Business Development Consultant
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
919-755-8680
hathaway.nicole@principal.com
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Kelly Childers - New Business Consultant
Kelly 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
843-388-0811 ext. 130
childers.kelly@principal.com
Rachel Coffey - 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
407-317-7850
coffey.rachel@principal.com
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Angie Dirks - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Angie is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner.
Contact information
919-755-8673
dirks.angie@principal.com
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