Matt joined 51³Ô¹ÏºÚÁÏ in 2014 with 7-plus years of combined experience in training, development, and quality assurance management. His role focuses on the education and motivation of both new and experienced financial professionals, helping financial professionals grow their business, and working with clients to reach their dreams, goals, and financial objectives.
Matt enjoys movies, collecting sports memorabilia, and of course, rooting for the Green Bay Packers!
Contact information
414-203-7041
martens.matthew@principal.com
Jorge joined 51³Ô¹ÏºÚÁÏ in 2024. He has been in the financial services industry since 2005, including roles as a financial professional and regional leader. Jorge enjoys helping clients become aware of ways to help secure their financial future, and coaching advisors to take their practices to the next level. He has a passion for helping others, whether it be teaching, coaching, or mentoring.
Contact information
414-236-6559
benavente.jorge@principal.com
Jennifer 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
657-261-2575
menth.jennifer@principal.com
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 51³Ô¹ÏºÚÁÏ® 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
Morgan Stoklosa 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
414-203-1911
stoklosa.morgan@principal.com
The site coordinator is the glue that keeps our offices running smoothly. Along with the entire staff, Tim Albrechtson is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely fashion.
Contact information
414-203-1930
albrechtson.tim@principal.com