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.

 

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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 Officer

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

Stephen Smith

Vice President, Business Development

 

Meet Our Advisors

Visit our advisory teams

Connect With Us

Contact us today to begin your wealth management partnership.

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