Contact Choreo

CONNECT WITH US

Begin your personal
wealth 
management strategy.

 

By submitting you signify that you accept our Terms and Conditions of use. | Privacy Policy

Call Choreo: 888.312.2467
Choreo Advisors

Find your personal
wealth advisor today.

With 40+ locations and
over 120 advisors, our
team has you covered.

Search for an advisor by name,
or by city and state to find your
local Choreo Advisor. 

Anne Phelps

CIMA® CPA

Senior Director, Wealth Management

St. Louis, MO

314.784.8189
Email

Bill DeMar

AAMS® CFP®

Senior Director, Wealth Management

Orinda, CA

775.283.0872
Email

Birju Munshi

Associate Director, Wealth Management

Schaumburg, IL

872.804.9928
Email

Bradley Holterhaus

Director, Retirement Advisory

Des Moines, IA

515.310.1183
Email

Brent Hulbert

AIF®

Senior Director, Retirement Advisory

Des Moines, IA

515.310.1185
Email

C.G. Kip Widing

CFP®

Senior Director, Wealth Management

Fort Lauderdale, FL

305.813.1504
Email

Carl Valerius

Director, Retirement Plan Advisory Services

Rockford, IL

779.229.6570
Email

Chris Kovarik

CFP®

Senior Director, Wealth Management

Rockford, IL

779.229.6571
Email

Christopher Harker

CFP®

Senior Director, Wealth Management

Seattle, WA

206.691.8681
Email

David Jones

AAMS®

Senior Director, Wealth Management

Healdsburg, CA

707.304.7568
Email

David Juzwiak

CFA®

Director, Wealth Management

Chicago, IL

657.837.9271
Email

David Winslow

CEPA® CFP®

Managing Director, Wealth Management

Charlotte, NC

704.666.5083
Email

Donna Thrane

AEP® CPA/PFS™

Senior Director, Wealth Management

Cleveland, OH

216.750.4862
Email

Dorothy Bossung

CFP® CIMA® CPWA® RMA®

Senior Director, Wealth Management

Chicago, IL

305.813.1520
Email

Drew Thompson

CFP®

Senior Director, Wealth Management

Pleasanton, CA

925.412.4037
Email

Dylan Barkley

CFP®

Director, Wealth Management

Rockford, IL

779.229.6572
Email

Edward Thompson

Senior Director, Wealth Management

Schaumburg, IL

872.804.9945
Email

Erin Christy

JD

Senior Director, Wealth Management

Cedar Rapids, IA

319.449.1409
Email

Eric Alleckson

CFP®

Managing Director, Wealth Management

Rochester, MN

507.218.0588
Email

Eric Hutchby

CEPA® CRPC®

Senior Director, Wealth Management

Charlotte, NC

704.750.9048
Email

Erica Graves

EA

Director, Wealth Management

Charlotte, NC

704.862.4575
Email

Frank Osman

CFP®

Director, Wealth Management

Costa Mesa, CA

213.647.4376
Email

Gregory Davis

CFP®

Senior Director, Wealth Management

Madison, WI

608.713.1727
Email

Jackie Kronewitter

CFP® CRSP

Senior Director, Wealth Management

Mishawaka, IN

574.366.4647
Email

Jeffrey Gump

CEPA®

Senior Director, Wealth Management

Virginia Beach, VA

757.734.1148
Email

Jeffrey Ramsey

ChFC® CLU®

Managing Director, Wealth Management

Minneapolis, MN

612.699.0475
Email

Jennifer White

Director, Wealth Management

Champaign, IL

309.603.4820
Email

Jessica Macklin

CPA

Director, Wealth Management

Rockford, IL

779.513.8677
Email

Joanna C Aiken

AAMS®

Senior Director, Wealth Management

Orinda, CA

925.412.4038
Email

Jim DeCota

AAMS®

Managing Director, Wealth Management

Petaluma, CA

775.283.0883
Email

Jim Waller

CPA

Managing Director, Wealth Management

Columbia, MD

443.483.2490
Email

Joe Stern

RMA®

Senior Director, Wealth Management

Petaluma, CA

707.582.8232
Email

John Kramer

CFP®

Senior Director, Wealth Management

Sioux Falls, SD

605.524.2090
Email

Katie Wallace

Associate Director, Wealth Management

704.353.8219
Email

Keith Mayhew

CFP® CPA

Managing Director, Wealth Management

Potomac, MD

301.206.1994
Email

Kevin Shea

CFP® CPA

Senior Director, Wealth Management

Virginia Beach, VA

757.734.1153
Email

Kimberly Hillyard

CFP®

Managing Director, Wealth Management

Cedar Rapids, IA

319.531.7391
Email

Krista Baumgardner

CFP®

Director, Wealth Management

Potomac, MD

301.206.1995
Email

Mark Biegel

CPA JD

Managing Director, Wealth Management

Columbia, MD

443.483.2489
Email

Mark Clure

AAMS® CFP®

Senior Director, Wealth Management

Mount Shasta, CA

530.204.5181
Email

Mark Maund

Managing Director, Wealth Management

Augusta, GA

706.350.4611
Email

Mark Pniak

AEP® CFP®

Managing Director, Wealth Management

Rockford, IL

779.774.7464
Email

Marty Roth

CFP®

Managing Director, Wealth Management

Peoria, IL

309.204.2526
Email

Mary Saylor

CEPA® CFP® CPA

Senior Director, Wealth Management

Berwyn, PA

267.589.9425
Email

Matthew Gotlin

CFA®

Chief Investment Officer & Managing Director, Wealth Management

Columbia, MD

443.483.2491
Email

Micah Lang

CFP® CIMA®

Senior Director, Wealth Management

Denver, CO

720.824.9099
Email

Michael Giudici

CFP® MBA

Senior Director, Wealth Management

Davenport, IA

563.279.0714
Email
Serving Davenport and the
surrounding communities

Michael Lin

CFP®

Director, Wealth Management

Potomac, MD

301.206.4516
Email

Michael Lynch

CFA® CFP®

Managing Director, Wealth Management

New York, NY

332.206.2764
Email

Michael Nicolini

CFP®

Senior Director, Wealth Management

Mishawaka, IN

574.366.4635
Email

Michael Radford

CFP® CPA/PFS™

Managing Director, Wealth Management

Charlotte, NC

704.871.5044
Email

Michelle Buria

AAMS® CFP® MPAS

Managing Director, Wealth Management

Duluth, MN

218.481.0402
Email

Michael Watson

Managing Director, Wealth Management

Mishawaka, IN

574.366.4698
Email

Monica Hamilton

CEPA® CPA/PFS™ RLP®

Senior Director, Wealth Management

Charlotte, NC

980.771.2439
Email

Neil Blicher

CFP® CIMA®

Senior Director, Wealth Management

Boston, MA

617.361.7828
Email

Nicole Anderson

CFP®

Director, Wealth Management

Springfield, IL

309.603.3554
Email

Noah Jacobson

CFP®

Senior Director, Wealth Management

Petaluma, CA

707.582.8236
Email

Peter Freddoso

CFP®

Director, Wealth Management

Mishawaka, IN

574.366.4636
Email

Peter Jenkins

CFP®

Managing Director, Wealth Management

Columbia, MD

443.483.2493
Email

Peter Tomasch

CFP®

Senior Director, Wealth Management

Tysons Corner, VA

703.214.8782
Email

Ray Morrill

AEP® CFP® CPWA®

Senior Director, Wealth Management

Costa Mesa, CA

213.833.9749
Email

Richard Cundey

AIF® CFP® ChFC® CLU® RICP®

Managing Director, Wealth Management

Augusta, GA

706.450.6922
Email

Richard Kraner

CFP® CIMA® CPA/PFS™

Managing Director, Wealth Management

St. Louis, MO

314.784.8293
Email

Robin Patin

CFP® CPWA®

Senior Director, Wealth Management

Orinda, CA

925.495.1704
Email

Ryan Flynn

CFP® CIMA®

Senior Director, Wealth Management

Seattle, WA

206.400.7632
Email

Scott Krowczyk

AIF® MBA

Managing Director, Wealth Management

Rockford, IL

779.229.6564
Email

Sean Harrell

Senior Director, Wealth Management

Healdsburg, CA

707.582.8228
Email

Stephen Sear

Senior Director, Wealth Management

Reno, NV

775.283.0889
Email

Steve Kelley

CDFA® CEPA® CFP® CPA

Managing Director, Wealth Management

Madison, WI

608.912.0772
Email

Taylor Greenleaf

Senior Director, Wealth Management

Petaluma, CA

707.582.8223
Email

Timothy Gianos

JD

Managing Director, Wealth Management

Schaumburg, IL

872.804.9970
Email

Tony Spano

AIF® CFP®

Managing Director, Wealth Management

Potomac, MD

240.230.6879
Email

Trevor Emery

CIMA®

Senior Director, Wealth Management

Denver, CO

720.824.9078
Email

Wesley Watkins

CPA/PFS™ MTax

Managing Director, Wealth Management

Richmond, VA

804.394.5069
Email

William Lowery

Managing Director, Wealth Management

Chicago, IL

872.810.9471
Email

April Hayden

CFP®

Director, Wealth Management

New York, NY

904.933.9117
Email

Oana Ebens

Director, Retirement Plan Advisory Services

Rockford, IL

779.774.7473
Email

Cameron Rebant

Senior Associate, Wealth Management

Charlotte, NC

469.505.0684
Email

Eli Lerner

CFP®

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

443.483.2487
Email

Gabriella Brandao

Senior Associate, Wealth Management

Mount Shasta, CA

530.204.5185
Email

Jacob Kersey

CFP®

Associate Director, Wealth Management

Mishawaka, IN

574.366.3165
Email

Lianna Davidson

Senior Associate, Wealth Management

Columbia, MD

443.483.2482
Email

Ryan Miller

CFP® CRPC®

Associate Director, Wealth Management

Sioux Falls, SD

605.524.2087
Email

Sheri Nickolas

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Richmond, VA

804.297.0860
Email

Sydney Cross

Senior Associate, Wealth Management

Charlotte, NC

980.222.9217
Email

Terri LaFlam

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Potomac, MD

301.206.4529
Email

Tia Martin

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

443.483.2492
Email

Art Federis

AIF® CFP®

Associate Director, Wealth Management

Costa Mesa, CA

213.669.6527
Email

Ashley Fowler

CDFA®

Associate Director, Wealth Management

Cedar Rapids, IA

319.866.7102
Email

Jan Stecker

AWMA®

Associate Director, Wealth Management

Minneapolis, MN

612.699.0471
Email

Linda Winkelman

CLTC® CRPC®

Senior Associate, Wealth Management

Rochester, MN

612.699.0197
Email

Naam J. Bailey

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Reno, NV

775.283.0880
Email

Nino Sujashvili

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Columbia, MD

443.483.2485
Email

Tim Wesbrook

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

319.531.7393
Email

MacKenzie Veldman

Associate Director, Wealth Management

Des Moines, IA

515.310.1245
Email

Bryan Moscinski

CFP®

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Rockford, IL

779.229.6568
Email

Eileen Lakin

ASSOCIATE, WEALTH MANAGEMENT

Mount Shasta, CA

530.204.5180
Email

Jordan Shuck

ASSOCIATE, WEALTH MANAGEMENT

Potomac, MD

301.246.3449
Email

Kyle Peterson

ASSOCIATE DIRECTOR, RETIREMENT PLAN ADVISORY SERVICES

Des Moines, IA

515.706.0533
Email

Barrett Gray

ASSOCIATE, WEALTH MANAGEMENT

Charlotte, NC

530.204.5168
Email

Evan Stout

CEPA® CFP®

Director, Wealth Management

Charlotte, NC

980.585.0588
Email

Jeremy Fisher

DIRECTOR, WEALTH MANAGEMENT

Charlotte, NC

704.666.5092
Email

Kelly Condon

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Rockford, IL

779.774.7463
Email

Nicholas Billings

ASSOCIATE, WEALTH MANAGEMENT

Des Moines, IA

Cedar Rapids, IA

319.536.9725
Email

Randy Beeman

MANAGING DIRECTOR, WEALTH MANAGEMENT

Hartford, CT

475.243.0786
Email

Andrea Ringlein

ASSOCIATE, WEALTH MANAGEMENT

Petaluma, CA

707.779.1500
Email

Geraldine (Gerrie) Gallegos

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Denver, CO

904.933.9131
Email

Holly Gallagher

ASSOCIATE, WEALTH MANAGEMENT

Mishawaka, IN

574.366.4695
Email

Jill Martin

ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

319.531.7403
Email

James Morgan

CFA® CMT®

SENIOR DIRECTOR, WEALTH MANAGEMENT SERVICES

Columbia, MD

443.483.2488
Email

Jakob Boley

ASSOCIATE, WEALTH MANAGEMENT

Davenport, IA

563.287.1435
Email

Katherine Bublitz

ASSOCIATE, WEALTH MANAGEMENT

Madison, WI

608.371.1512
Email

Zach Pearsall

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Chicago, IL

872.810.9436
Email

Jamie Brothers

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Hartford, CT

540.466.8196
Email

Ryne Henrich

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

319.519.1002
Email