Tonya Mathison
Director of Supervisory Controls | Helping advisors elevate their practices | Client-focused and advisor centric
- Role
- Director of Supervisory Controls at Principal Financial Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Tonya Mathison
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc, 800/24•••37, member Principal National, Principal Life and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Tonya Mathison, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.Tonya Mathison is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. The skills list below does not imply licensure, training, or the ability to solicit products or skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Director of Supervisory Controls
Oct 2025 — Present
Education
Illinois State University
Bachelor of Science (B.S.), Criminal Justice Sciences, Minor Spanish and Sociology
1987 — 1991
College of Saint Mary
Master of Science - MS, Organizational Leadership
UC Berkeley, Extension
Business Administration; Marketing
1993 — 1995
Skills
- Business Continuation Strategies
- Deferred Compensation Plans
- Executive Benefit Strategies
- Disability Income Insurance
- Income Protection
- Survivor Income
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Wealth Accumulation
- Financial Needs Analysis
- Business Overhead Expense
- Buy-Sell Review
- Informal Business Valuation
- Pensions
- Buy-Sell Agreements
- Universal Life Insurance
- Key Person Insurance
- 401 (K), 401 (B), Sep & Simple Iras
- Annuities (Fixed and Variable)
- Charitable Giving
- Long-Term Care Insurance
- Salary Continuation
- Tax-Deferred Savings
- Term Life Insurance
- Iras (Traditional & Roth)
- Series 6,7,63,66
- College Funding Strategies
- Estate Planning
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