Advisor Group Welcomes Brett Straub CFP® And Stephanie Wade To Its Platform With Over $120 Million In Assets
From PR Newswire:
Advisor Group, the nation's largest network of independent wealth management firms, today announced the successful affiliation to its network of Brett Straub and Stephanie Wade, independent financial advisors with more than $120 million in total client assets, from Principal Securities.
Mr. Straub and Mrs. Wade, of Straub Group Advantage, based in Haddon Heights, NJ, join Advisor Group through member firm SagePoint Financial Services, headquartered in Phoenix, AZ, and the Las Vegas, NV-based The AmeriFlex Group under founder and CEO, Tom Goodson.
Desireé Sii, President and CEO of SagePoint Financial, said, "It is my pleasure to welcome Brett and Stephanie to SagePoint and Advisor Group. Tom continues to build AmeriFlex into a great firm, serving clients across the country with distinction. Adding financial advisors of Brett and Stephanie's caliber to his lineup will only enhance AmeriFlex. We look forward to working with them to accelerate their growth, while providing best-in-class tools, technology and support to help him best serve their clients."