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Meet the management team - The Northwest

Principal® Financial Network of the Northwest

Meet the management team
Photo of David Schwartz

David Schwartz CFP® - Senior Managing Director

Dave has enjoyed a successful career as a financial advisor for 9+ years and is a MDRT qualifier. Dave has always had an interest in helping to develop new financial professionals to our industry. As Managing Director, Dave focuses on providing career development for our financial professionals. Our culture reflects our commitment to helping financial professionals build and grow healthy sustainable practices and making a positive impact on the community we serve. 

Contact information
503-620-6285 
schwartz.dave@principal.com
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Photo of Haley Young

Haley Young - Candidate Experience Consultant

I moved to Principal Financial where I've joined a team that is solely dedicated to helping financial professionals start their careers or transition their current practice to an amazing company! I love getting to focus on development and be the first person our financial professionals have supporting them and rooting for them as they start a challenging but rewarding career!

Contact information
319-243-2025
young.haley@principal.com
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Photo 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
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Photo of Ben Fisher

Ben Fisher - Business Development Consultant

Ben 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
503-620-6296
fisher.ben@principal.com
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Photo of Gabriel Arreguin

Gabriel Arreguin - New Business Consultant

Gabe is responsible for consulting and managing new business case design and submission. He 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
503-620-6265
arreguin.gabriel@principal.com
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The Financial Professionals in the Principal® Financial Network of the Northwest 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 Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of the Northwest 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 Principal Securities 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. 

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.