Lutz, FL N Us Highway 41 Office

Daniel Goldberg is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with Principal Financial Services and has held roles at One Source Advisory LLC and Dbg Financial Group Inc. He serves on the advisory board for the University of South Florida's Personal Financial Planning major and holds leadership positions in several homeowners' associations. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Madisyn Muller is a CFP® professional with five years of experience in financial services, currently affiliated with Principal Financial Services. Her work history includes roles at Principal Life Insurance Company, Principal Securities Inc, and One Source Advisory. She holds Series 66 registration and operates out of Lutz, Florida. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Joseph Sissel is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at Union Financial, Inc. from 2021 to 2024. In addition to his advisory roles, he has been involved in consulting on HVAC enclosures through Bay to Bay Balancing, a business he operated from 1994 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Joseph Rossman is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at One Source Advisory and various positions before entering the financial industry. Outside of his advisory duties, he sells annuities, long-term care, and life and disability insurance through Crump and PPN under his current firm. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and corporations. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers, with investment implementation typically carried out on a discretionary basis by these managers.

Keith Willett is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His career includes roles at One Source Advisory LLC, DBG Financial Group, Principal Life Insurance Co, Princor Financial Services, and Securian Financial Services. He is also an owner and managing member of Intrust Business Partners, LLC, which manages group benefits commissions for a partnership of business associates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money managers through advisory and promoter arrangements.

Kenneth Van Asdonk is a financial advisor with Principal Financial Services, holding a Series 66 designation and four years of industry experience. His career includes roles at One Source Advisory, Principal Life Insurance Company, Principal Securities Inc, and Citigroup. Outside of his advisory work, he serves as a soccer referee for youth games in his local community. 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 asset allocation and separately managed account solutions.

Mia Garcia is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has prior experience at DBG Financial Group, Inc. and Terrana, Perez & Salgado, P.A. In addition to her advisory role, she is involved in insurance sales including long-term care, fixed annuities, fixed life insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through both advisory and promoter arrangements.