Chesterfield, MO Swingley Ridge Rd Office

Matthew Fitzgerald is a CFP® with 26 years of industry experience, currently serving at Principal Financial Services. He has been with Principal since 2016 and also worked at Triskele Financial LLC. He owns Fitzgerald Financial Advisors, LLC, an entity used for record keeping and expense processing only. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm focuses on financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Jacob Stansfield is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services since 2018, as well as at several other firms including Triskele Financial, which he part-owns. He is also involved as an insurance agent specializing in life, annuities, and health-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

James Muccigrosso is a financial advisor at Principal Financial Services with 39 years of industry experience. He holds Series 65 and Series 63 designations. His career includes over 28 years with Principal Life Insurance Company and 10 years with Principal Securities Inc. He occasionally sells group insurance products to existing clients. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering financial planning, retirement consulting, and access to third-party money manager solutions.

Shawn Mahoney is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and six years of industry experience. He previously worked at New York Life and NYLife Securities, LLC. Outside of his advisory role, Mahoney tutors clients in a range of academic subjects, including standardized test preparation and finance. Principal Securities offers brokerage and registered investment advisory services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs with discretionary investment implementation.

David Snyder is a financial advisor with Principal Financial Services in Chesterfield, MO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes long tenures at Edward Jones and roles at MassMutual Life Insurance Company and Pruco Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, with an advisory focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jason Cummings is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has six years of industry experience and has worked at firms including MassMutual and Northwestern Mutual prior to joining Principal. He serves as a trustee on the board of the Nathan Cummings Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Thomas Self is a financial advisor with Principal Financial Services. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining Principal, he worked at Thrivent Financial and BSN Sports. Outside of his advisory role, Thomas serves as a public address announcer for Festus School District high school football games. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Janet Heitzig is a financial advisor with Principal Financial Services in Chesterfield, MO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including tenure at Principal Life Insurance Company since 2002. Outside of her advisory role, she is secretary of a local ladies golf league and is involved in selling prepaid legal and identity theft protection products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kerry Rogers is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at PlanMember Securities Corporation, Clark Financial, and Cutter & Company, Inc. Rogers also engages in the sale of outside fixed insurance products, including life, long-term care, disability, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, utilizing both adviser and promoter arrangements.