Meet the management team
Todd Schoonover - Regional Managing Director
Todd oversees the growth and development of our team. With over two decades experience and knowledge in the diverse world of financial services, Todd leads and cultivates financial professionals practices through the ever-changing dynamic fast paced investment and risk management service sector. Throughout his leadership, Todd has created a culture of heartfelt relationships, where he and his team focus on helping individuals and businesses with financial planning and risk management.
Todd attended Notre Dame High School and is a graduate of the University of Tennessee at Chattanooga with a B.S. in Finance and a minor in Economics, he is an active alumnus with Kappa Sigma Fraternity. Todd remains an active member of NAIFA.
Todd particularly enjoys his favorite past times of golfing and boating when surrounded by family and friends. He and his wife Nickie have 3 wonderful college aged children, Reese, Tess, and Ariana.
Contact information
770-250-7600
schoonover.todd@principal.com
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Frank Avrett - Senior Managing Director
Frank has devoted over 30 years of his life to empower people with the financial tools and confidence to live their best lives. His goal is to offer the opportunity to be a financial professional to individuals who care about people and want to make a difference. Frank is ready to help you take the next step. His clients’ and financial professionals goals are at the heart of why he chose this career. Frank holds a degree in Economics and Finance from Auburn University.
He and his wife Lynn have 3 adult sons: Trey, Tripp, and Trevor. They are avid outdoors people and love to hike the mountains of North Georgia as often as possible with their Golden Retrievers, Troy and Scout.
Contact information
770-250-7575
avrett.frank@principal.com
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Chris Sizemore CLF® - Senior Managing Director
Chris Sizemore focuses on the growth and development of the Birmingham Office. With 19 years of industry experience with Principal, Chris oversees growth, recruiting, and supervision within the state. He is actively involved in the Financial Planning Association and the National Association of Insurance and Financial Advisors. Chris is a graduate of Auburn University. In his spare time, Chris enjoys spending time with his family, golfing, and supporting Auburn athletics.
Contact information
205-444-5591
sizemore.chris@principal.com
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Justin Garofalo, MBA - Associate Managing Director
Justin joined Principal in 2019, bringing over a decade of experience in the Financial Services & Wealth Management Industry. He is committed to helping our financial professionals grow their practices and access the global resources of Principal to help clients pursue their personal and professional financial goals. Justin received an MBA from The University of Memphis, and a Bachelor’s degree from Auburn University with a concentration in Finance and a minor in International Business.
In his spare time, he enjoys golf, deep sea fishing, spending time with family and friends, and is an avid animal activist. He currently resides in Virginia Highlands in Atlanta, Georgia.
Contact information
770-250-7577 or 901-605-3669
garofalo.justin@principal.com
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Tracey Norman - Candidate Experience Consultant
Tracey 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
515-246-5667
norman.tracey@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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Josh Hall- Business Development Consultant
Josh 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.
423-668-0310
hall.josh@principal.com
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Pam Isbell - New Business Consultant
Pam 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
205-444-9004, ext. 569
isbell.pam@principal.com
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Tripp Avrett - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Tripp is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner.
Contact information
480-766-2307
avrett.tripp@principal.com
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