Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
JOIN THE HPCG TEAM
We offer a wide range of resources, tools and support through a team of local professionals who provide practice management, advanced training, business & succession coaching and marketing strategies allowing you to focus more time on your business development and client relationships.
REACH THE NEXT LEVEL OF SUCCESS
We are looking to partner with experienced advisors who want more from a broker/dealer relationship than back office processing. Our broker dealer is SagePoint Financial, Inc., member FINRA/SIPC.
Derick Klug, President
Coach. Manager of our team-centric model, business strategist, and succession planning expert. And, really amazing client-centric Wealth Manager.
Office police. Keeps the office in line and compliant. Manager of office assistants and our go-to person for everything.
Portfolio Architect. Leads the Investment Committee. Assists advisors in creating models and portfolios that meet their clients' needs.
Bean counter. Transition specialist. Organizer and master of moving books of business in a multitude of systems. Our other go-to person for everything in the office.
Our geek squad. The financial plan designer and illustration expert.