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South Texas locations & financial professionals

Houston

1900 West Loop South, Suite 650-A
Houston, TX  77027
713-783-1818
Directions to the Houston office

David Anderson, LUTCF
anderson.david@principal.com
281-384-5484

Herbert Flowers*, LUTCF
flowers.herbert@principal.com
713-496-3144
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Maria Luisa Grieco
grieco@mlgfinancial.com
713-496-3157
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Alan Holland, CLU®, ChFC®, RICP, CLF®
holland.alan@principal.com
713-496-3163
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Donald Terry, Jr.
terryd@executivebenefit.net
713-266-4327
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Forde D. McWilliams, CFP®
mcwilliams.forde@principal.com
214-535-1679

Richard Newland, CFP®, AIF®
newland.richard@principal.com
713-496-3154
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Clint Oliphant
oliphant.clint@principal.com
346-768-2527

Caleb R. Robinson, CRPS®
robinson.caleb@principal.com
713-496-3150
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Austin

8310 N Capital of Texas Hwy, Suite 175
Austin, TX 78731
512-342-0507
Directions to the Austin office

Juan Carlos Barcena, MBA
barcena.juancarlos@principal.com
830-968-2788
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Neal Cloer, CLU®
cloer.neal@principal.com
512-975-7385
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Francis J. D'Alia, MBA, CLTC®
dalia.francis@principal.com
973-404-9373

Michael Kidd, AIF®
kidd.michael@principal.com
512-975-7408
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Walter Magana
magana.walter@principal.com
512-663-1509

Robert Pullin
pullin.robert@principal.com
512-794-5959
Website

Stephen G. Rathbun
rathbun.steve@principal.com
512-346-7254

Cedar Park - 1200 Rachel Ridge

1200 Rachel Ridge
Cedar Park, TX 78716
512-401-0036
Directions to the Cedar Park office

Corpus Christi

5151 Flynn Parkway, Suite 310
Corpus Christi, TX 78411
361-356-6345
Directions to the Corpus Christi office

John E. De Montel, RICP®
demontel.john@principal.com
361-356-6345
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Jill Leland, CFP®, ChFC®, CRPS®
williams.jill@principal.com
210-697-2491
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Lafayette

315 South College Rd., Suite 239
Lafayette, LA 70503
337-398-7150
Directions to this Lafayette office

LeRoy Spence
spence.leroy@principal.com
337-443-0495

Jennifer Varga
varga.jennifer@principal.com
337-516-1110

Rustin Young
young.rustin@principal.com
918-205-2441

Mandeville

1131 N. Causeway Blvd, Ste. 107
Mandeville, LA 70471
713-496-3141
Directions to the Mandeville office

Jennifer Craddock, CFP®
craddock.jennifer@principal.com
713-496-3141
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Nacogdoches

3532 NE Stallings Drive
Nacogdoches, TX 75965
936-564-0433
Directions to the Nacogdoches office

Paul Smith, III
smith.paul@principal.com
936-564-0433

San Antonio

7410 Blanco Road, Suite 310
San Antonio, TX 78216
210-392-9864 (mobile)
Directions to the San Antonio office

Jerry Mathis
mathis.jerry@principal.com
210-822-2333

Bruce Swearingen, AIF®, RICP®
swearingen.bruce@principal.com
210-392-9864
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