A vast network of
wealth advisors,
decades in the making.
Founded at the intersection of tax and
financial planning, we build wealth
fulfillment beyond the numbers.
OUR MISSION
Collaborate with you to translate wealth into fulfillment.
At Choreo, financial planning strategies are tailored to the individual. And whether we’re working directly with the client or partnering with a CPA or tax professional, we act as partners in a shared vision. We leverage our deep legacy, we tap into the power of technology, and we think creatively to help clients and partners realize their vision for the future.
Choreo Principles
Our guiding principles are defined by placing
you at the forefront of every decision.
Your wealth management and planning needs shift and evolve over time, and change is inevitable. It takes a nimble mindset to meet these challenges and capitalize on opportunities for the long-term.
The road to fulfillment is not always a smooth one. Your wealth advisor should be a constant and trusted voice of stability.
Today’s financial environments are constantly evolving. Our technology suite helps empower our advisors to make optimized decisions for you.
The Choreo Experience
A trusted resource.
Your true partner.
As a firm, we bring over 25 years of experience in tax planning and
wealth management to every relationship we enter. We work with CPAs,
attorneys, family offices and various other players critical to one’s
financial future to build a meaningful client experience.
Our Leadership Team
Our personal approach to wealth management is defined by the diverse
perspectives and vast experience across our entire team.
Craig Bartlett
Senior Vice President of Advisors
Greg Dowler
Chief Operating Officer
David English
Chief Financial Officer
Marissa Fox-Foley
Chief Marketing and Communications Officer
Matthew Gotlin
Chief Investment Officer & Managing Director, Wealth Management
Karen Lee
Chief Growth Officer
Larry Miles
Chief Executive Officer
Lisa Tamburini
Chief Compliance Officer, General Counsel
Greg Blair
Chief Information Officer
Matt Bankston
Managing Director, Platform and Innovation
Jim Botsford
Vice President Digital Marketing
Clint Costa
Senior Wealth Strategist
Kelly Feldman
Deputy General Counsel
Conor Meehan
Vice President, Mergers & Acquisitions
Joy Parduhn
Managing Director, Advisory Operations
Jonathan Row
Vice President, Human Capital
