Our Transition Team

When you choose to join us, to ensure your transition is seamless, you’ll be assigned to a dedicated, experienced support team to answer your questions and creatively develop solutions for your specific needs.  Planning, timing, training, and compliance readiness are paramount throughout this process and our specialist will continuously be there during your onboarding to assist and guide you and your clients.  There are many aspects that need to be addressed early in our partnership that often center around your clients, our technology and service models.  Through detailed discussions and planning our onboarding team will be ready for your client service needs from day one.  We know that first impressions are of the utmost importance and our experts will work with you to build the foundation for your future with our firm. 

Your Dedicated Transition Team Members