SagePoint Financial, Inc., one of the leading independent broker-dealers in the nation, recruited Scottsdale-based Progressive Financial Concepts. Progressive Financial Concepts has over $2.2 million in GDC. The practice is home to nine advisors: Eric Black, Kory Budinger, Dustin Lester, Greg Morell, Michael Otradovec, Chris Sevilis, Stan Waldrop, Jessica Weitzner and Brian West. Five additional team members support the practice. The group was especially attracted to SagePoint’s open architecture platform and personalized service.
“We are delighted this team of respected advisors and staff have affiliated with our firm,” says Jeff Auld, president and CEO of SagePoint Financial. “Our open architecture platform and cutting edge technology can serve Progressive Financial well. I am eager to work closely with these advisors to help grow their business and even better serve their clients.”
In explaining the decision to join SagePoint Financial, Kory Budinger, president of Progressive Financial Concepts, noted, “SagePoint’s reputation for its leading technology and diversity of product providers, all housed in its proprietary open architecture platform, were instrumental factors in our decision. We truly believe we are reaping all the benefits of a large firm while still receiving the personalized service we need. We are confident that our new relationship can benefit our clients and help us take our practice to the next level.”
Progressive Financial Concepts was founded in 1979. Its mission is to provide quality financial solutions and services to clients based on trust and integrity. The practice’s advisors bring a vast background of experience that ranges from retirement planning, asset management and employee benefits to financial planning and insurance analysis. Its goal is to provide a boutique service experience clients can’t find elsewhere.
SagePoint Financial, Inc. is one of the nation’s largest broker-dealers, with more than $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded more than 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry’s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
Speak Your Mind
You must be logged in to post a comment.