About Us

Meet Our Team

Meet our leaders… an experienced team that combines strong functional expertise and diverse perspectives to set strategic direction and meet emergent challenges.

Jeffrey M. Auld
President and Chief Executive Officer - SagePoint Financial
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Valerie G. Brown
Executive Chairman — Advisor Group, Inc.
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Jamie Price
President and Chief Executive Officer — Advisor Group, Inc.
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Nicole Gilbert
Senior Vice President, Field Supervision
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Andrea Dircks Larsen
Chief Human Resources Officer — Advisor Group
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Cindy Hamel
Executive Vice President, Strategic Initiatives and Chief Operations Officer
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Ahmed Hassanein
Chief Accounting Officer—Advisor Group, Inc.
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Nina McKenna
Chief Legal Officer and General Counsel — Advisor Group, Inc.
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Ed Obuchowski
Chief Technology Officer
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Allison Couch Pratt
Executive Vice President, National Sales
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Matthew Schlueter
EVP and President, Wealth Management Solutions
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Desiree’ Sii
Senior Vice President, Business Development
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Mary Simonson
Executive Vice President, Chief Risk Officer—Advisor Group, Inc.
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Genevieve Hodges-Sisco
Senior Vice President, Recruiting
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Greg Stockett
Chief Financial Officer
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Susan Theder
Executive Vice President, Chief Marketing Officer
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Proud Supporter of Parity.org

Advisor Group and SagePoint Financial are proud to have taken a corporate “Parity Pledge,” publicly committing to interview at least one qualified woman candidate for every open position, vice president and above.

Learn more about the Parity Pledge

Ready for an Extraordinary Partnership?

Contact us


20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial advisor interested in joining our firm, please complete the form below. All information is confidential.