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.

SagePoint Financial Executives

Desireé Sii
President and Chief Executive Officer—SagePoint Financial, Inc.
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Advisor Group Executives

Jamie Price
President and Chief Executive Officer—Advisor Group, Inc.
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Greg Cornick
President, Advice and Wealth Management—Advisor Group, Inc.
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Larry Fisher
Chief Human Resources Officer—Advisor Group, Inc.
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Erinn Ford
Executive Vice President, Advisor Engagement—Advisor Group, Inc.
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Jon Frojen
Chief Financial Officer—Advisor Group, Inc.
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Cindy Hamel
Executive Vice President, Business Transformation—Advisor Group, Inc.
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Tim Hodge
Executive Vice President, Trading & Operations—Advisor Group, Inc.
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Amy Hamilton
Chief of Staff and Head of Internal Audit & ERM—Advisor Group, Inc.
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Kristen Kimmell
Executive Vice President, Business Development—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—Advisor Group, Inc.
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Matthew Schlueter
President, Products and Platforms—Advisor Group, Inc.
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Dimple Shah
Executive Vice President, Corporate Strategy—Advisor Group, Inc.
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Steve Wastek
Chief Risk Officer—Advisor Group, Inc.
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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

866-462-4432

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

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

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