5080 Spectrum Dr., Suite 1200E
Addison, TX 75001
972-980-9990
Fitzroy Daley
daley.fitzroy@principal.com
469-490-2076
Brian Helm
helm.brian@principal.com
214-995-7612
Kamal Kaushal, CLU®, LUTCF®, MBA
kaushal.kamal@principal.com
972-581-8768
Herman J. Luette, RICP®, FSCP®, LUTCF®, CLTC®
herman@luettefs.com
469-373-2939
Lauren D. Luette, FSCP®, CLTC®
lauren@luettefs.com
972-366-5175
Craig Mercer
mercer.craig@principal.com
972-581-8760
John Noey
noey@txtaxfin.com
972-581-8786
Danny O'Connell
doconnell@nextlevel.agency
469-329-0777
Aaron Russell
russell.aaron@principal.com
972-290-1500
Jason Sandler
sandler.jason@principal.com
214-725-7519
David Sims
dsims@tentalentswm.com
972-581-8755
David Stephenson
stephenson.david@principal.com
214-616-8726
Lane E. Weitz, CRPS®
weitz.lane@apexrpc.com
972-581-8788
4109 Gateway Court, Suite 100
Colleyville, TX 76034
817-934-5288
Monique H. Kusman
kusman.monique@principal.com
817-934-5288
6500 West Freeway, Suite 555
Fort Worth, TX 76116
817-731-5500
Janet Ansley ansley.janet@principal.com 432-556-5425 |
Joyce Bramlett
bramlett.joyce@principal.com
817-612-9230
Justin Graves
graves.justin@principal.com
817-731-5521
Brendan Johnson
johnson.brendan@principal.com
817-753-8594
Scott Kimmel
kimmel.scott@principal.com
817-731-5531
James Park
park.james@principal.com
682-297-3497
Scott Steger
steger.scott@principal.com
817-406-5935
Tom Takes
takes.tom@principal.com
817-731-5506 x238
Phineas A. Turner, LUTCF®, CLTC®
pt@phineasturner.com
972-839-2906
1207 S. White Chapel Blvd., Suite 125
Southlake, TX 76092
817-917-7248
Stephanie Hays, RICP®
hays.stephanie@principal.com
817-917-7248
Get to know us
We'd like to get to know you and share how we can work together to help solve problems and make a difference.
Interested in working with us?
We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.