ADVISOR
RECRUITING

866-462-4432

CUSTOMER
SERVICE

800-552-3319

Full time experts in business transition, understanding every nuance behind a move


Our recruiters have decades of combined experience in successfully transitioning advisors to new broker-dealers. Each is well versed in what it takes to ensure your move is a smooth one, from the paperwork that needs to be completed through guidance on how to communicate with your clients about your move. Our recruiters will guide you throughout the process, from your first tour of our home office through the signing of your deal papers.

Genevieve Hodges-Sisco, Senior Vice President of Recruiting

As SVP of Recruiting for SagePoint Financial, Genevieve is responsible for direct recruiting to the Firm, consulting with existing OSJs on strategies to recruit into their branches and managing the SagePoint Recruiting department. Genevieve brings a wealth of experience to her role. Prior to assuming her current position, Genevieve was Vice President of Recruiting at SagePoint. Prior to joining our Firm, she worked at ING Advisors Network, Berthel Fisher & Company Financial Services and Cambridge Investment Research in various recruiting and relationship management positions. Genevieve has a B.A. from Humbold State University.

Nathan Akers Vice President of Recruiting

Nathan has 11 years of financial services industry experience, specializing in cultivating profitable relationships. He joined SagePoint from Cetera Advisors, where he served as Senior Recruiter, responsible for all recruitment activities in his assigned territory. He previously served as Vice President of Recruiting at Questar Capital, where he was responsible for business development, recruitment, and relationship management in the Midwest. Nathan has also held positions at Allianz, Edward Jones, and Wells Fargo. He received a M.B.A. from Capella University, a B.A. in Business/Economics from Wheaton College and holds Series 7 & 63 registrations.

Iyana Harris, Internal Recruiter

Iyana Harris has a comprehensive understanding of Advisor Support and Operations procedures. She has worked closely with several recently recruited advisors in transitioning to the firm. She is well versed in our technology platforms and she works closely with our internal departments to ensure the firm’s requirements are met and transition is completed seamlessly. Iyana currently holds a Series 6 registration, and has several years of financial industry and customer service experience.

Nancy Feilbach, Internal Recruiter

Nancy assists and supports the Senior VP of Recruiting with bringing new advisors on board to SagePoint. She hosts new potential advisor recruits at the home office during their visits, introduces new potential recruits to SagePoint’s offerings by showing them how to navigate our website, and handles phone inquiries. She also assists advisors with the registration, affiliation and onboarding processes. Prior to assuming her current role, Nancy worked as a trade specialist at Advisor Group. She also worked as a Sales Desk Manager for ING Funds and as a Branch Manager and Financial Specialist for U.S. Bank.

Stephanie Shafer, Director of Transition

As the Director of Transition for SagePoint, Stephanie will work closely with you and the Recruiting department to make sure your transition runs smoothly. She manages the staff that processes all paperwork for advisors in transition and works with our internal departments to make sure all of your questions receive prompt and accurate answers. Stephanie is a Certified Financial Planner™ and currently holds a Series 7, 66, 24, 4, 53 and insurance licenses.

 
RECRUITING HOTLINE

866-462-4432

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Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA, SIPC and registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

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