Andree Mohr

Chief Implementation Officer at Integrated Partners

Speaker

Andree's adept workflows and nimble judgment have proven instrumental in creating a culture of innovation, efficiency, and collaboration. She skillfully leverages these capabilities to oversee Integrated’s day-to-day operations, drive the firm’s key objectives, and ensure consistent and healthy growth of our organization. Through Integrated’s nationally renowned CPA Alliance program, she assists our CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs. 

Andree is the co-author of the exclusive book “Center Stage: How to Become the Star of Your Practice” with colleague, Matt Ackermann. The book focuses on operational, team building, and business processing efficiencies to help empower advisors to streamline their practices. The end result: advisors have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, memorable experience for their clients.