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.

Geoff Oprandy, Senior Vice President of Recruiting

In this new strategic role, Geoff will be responsible for the entire “New Advisor Experience”; from direct recruiting of independent advisors to broker/dealer acquisitions, managing the recruiting department, leading the transition and affiliation process and consulting with existing OSJs on strategies to recruit into their branches. Geoff is located in our Phoenix corporate office. Prior to joining SagePoint, Geoff held a number of senior positions with a major financial services firm. He brings over 16 years of recruiting, business development, operations, financial management, leadership, compliance and sales experience to our firm. He also was a top financial advisor in his career. Geoff is a CFP®, Chartered Financial Consultant and Chartered Life Underwriter and holds Series 7, 24 and 63 licenses. Geoff is a member of Financial Planning Association (FPA), Financial Services Institute (FSI) and the Society of Financial Service Professionals (Society of FSP).

Genevieve Sisco, Vice President of Recruiting

For over 5 years, Genevieve Sisco has been sourcing and working with top advisor talent for a wide variety of companies including Berthel Fisher, and ING Advisors Network. Currently, she serves SagePoint as a Vice-President of Recruiting. Based out of the Des Moines metro area, Genevieve works with advisors across the country.

Stephanie Shafer, Internal Recruiter

As the internal recruiter for SagePoint, Stephanie will work closely with you and your VP of Recruiting to make sure your transition to us runs smoothly. She works directly with our internal departments to ensure paperwork and requirements are collected, and 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 license.

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 license, and has several years of financial industry and customer service experience.