Meet the management team
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Snigdha Adhikari - Regional Managing Director
Snigdha has been in the financial services industry for over 16 years. She began her career as a financial professional building a successful practice in a new market primarily through community involvement and center of influence relationships. Snigdha has a unique combination of experience and expertise as she has served in leadership roles building organizations. Her focus has always been driving strategic initiatives and partnerships between the corporate and sales partners. Among her recent accomplishments - significant acquisitions in the recruiting space, substantial growth in net new assets, and firm-wide recognition for her team's financial planning and on boarding successes.
Contact information
630-874-6447
adhikari.snigdha@principal.com
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Jeff Harper - Managing Director
Jeff Harper joined Principal® Financial Network of Ohio management team in 2021, bringing over 27 years of experience in the insurance and financial services industry. As managing director, Harper is committed to helping financial professionals leverage their strengths and experiences to build successful practices. He recognizes that it all starts by asking the right questions and being a mentor to both new and seasoned financial professionals.
Harper has obtained his FINRA Series 7, 66, 24, and 53 securities registrations, as well as his Life and Health Insurance License. He attended Ohio Wesleyan University where he earned his Bachelor of Arts degree.
In his free time, Harper is an active member of his local community. He attends the Faith United Methodist Church and has coached numerous youth sports. He currently serves as President of the Lakota East Athletic Boosters. Harper and his wife Chris reside in West Chester along with his three kids, Jack, Emily, and Andrew, and their yellow lab, Chloe.
Contact information
614-358-3250
harper.jeff.r@principal.com
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Tracey Norman - Candidate Experience Consultant
Tracey Norman 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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Estephan Covell - Business Development Consultant
Estephan partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at the both the representative and regional office level.
614-358-3200
covell.estephan@principal.com
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Deanna Myers - Senior New Business Consultant
Deanna 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
614-358-3227
myers.deanna.m@principal.com
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Jack L. Duffy Jr., FLMI - Site Coordinator
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Jack is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner.
Contact information
614-792-8085 ext. 127
duffy.jack@principal.com
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