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.

Randy Gamiel, Vice President of Recruiting

Randy has proven adept at attracting quality, independent producers to the firm and -- more importantly -- helping them become productive quickly. With over 17 years of experience in handling recruiting and transitions for independent advisors, and twenty years running his own multi-million dollar business, Randy has the in-depth experience to relate to you and your concerns.

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.

Steve Oliver, Vice President of Recruiting

Steve has been in the industry for 10 years, with a background extending into broker-dealer operations. Steve also served as a recruiter for Wachovia Securities Financial Network (Wachovia’s independent channel) before joining us in April 2007. Steve is responsible for locating and attracting prospective reps to our firm.

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.