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Operational & Transition Support

Our Operations and Administrative support team is experienced and efficient at helping you transition your book of business to our firm, including account opening and transfers to our custodian, Charles Schwab & Company.

We offer the following areas of support:

  • Client Onboarding

  • Account Opening & Transfers

  • Coordinating with Service Teams

  • Money Movement

  • Account Maintenance

  • Quarterly Reporting & Billing

Christina Sherman leads this effort.  Prior to joining Integra, she worked on transition support for Global Financial Private Capital before that firm was acquired by Asset Mark.

Andrew Gipson is a former Charles Schwab employee and worked on Schwab’s Advisor Services support team.

You will be impressed with the efficiency of this team and will continue to grow your practice, or plan your transition to eventual retirement.

 Financial & Retirement Income Planning