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Meet the management team - Ohio

Principal® Financial Network of Ohio

Meet the management team
Photo of Snigdha Adhikari

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
Photo Jeff Harper

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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Photo of Tracey Norman

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
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
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Photo of Estephan Covell

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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Photo of Deanna Myers

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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Photo of Jack L. Duffy Jr.

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