Andree Mohr

President at Integrated Partners

Speaker

As the president of Integrated Partners, Andree serves as a driven leader, visionary, and implementor for the organization.

Andree’s mission is to bring simplification to the financial advice industry and create a sustainable path of success for financial advisors, their support staff, management teams, and CPA partners.

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 the consistent and healthy growth of our organization.

A particular passion of Andree’s is helping Integrated’s entrepreneurial-minded financial advisors implement strategic operations that foster practice growth and optimization to bring their business visions to fruition. 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.