Your nationally connected
team of advisors.

We’re here to be your partners in financial, tax and
estate planning and comprehensive wealth management.

Choreo Advisors

Find your personal
wealth advisor today.

With 42 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. 

Jeffrey Ramsey

Managing Director, Wealth Management

Minneapolis, MN

Jim DeCota

Managing Director, Wealth Management

Petaluma, CA

Keith Mayhew

Managing Director, Wealth Management

Potomac, MD

Kevin Lors

Managing Director, Wealth Management

Des Moines, IA

Mark Biegel

Managing Director, Wealth Management

Columbia, MD

Mark Maund

Managing Director, Wealth Management

Augusta, GA

Michael Radford

Managing Director, Wealth Management

Charlotte, NC

Michael Thomas

Managing Director, Wealth Management

Cedar Rapids, IA

Michael Watson

Managing Director, Wealth Management

Mishawaka, IN

Ray Morrill

Senior Director, Wealth Management

Los Angeles, CA

Richard Kraner

Managing Director, Wealth Management

St. Louis, MO

Scott Krowczyk

Managing Director, Wealth Management

Rockford, IL

Steve Kelley

Managing Director, Wealth Management

Madison, WI

Timothy Gianos

Managing Director, Wealth Management

Schaumburg, IL

William Lowery

Managing Director, Wealth Management

Chicago, IL

Aaron Schomer

Managing Director, Wealth Management

Des Moines, IA

Anne Phelps

Senior Director, Wealth Management

St. Louis, MO

Chris Kovarik

Senior Director, Wealth Management

Rockford, IL

David Winslow

Managing Director, Wealth Management

Charlotte, NC

Dorothy Bossung

Senior Director, Wealth Management

Chicago, IL

Edward Thompson

Senior Director, Wealth Management

Schaumburg, IL

Gregory Davis

Senior Director, Wealth Management

Madison, WI

Joe Stern

Senior Director, Wealth Management

Petaluma, CA

Kimberly Hillyard

Managing Director, Wealth Management

Cedar Rapids, IA

Matthew Gotlin

Chief Investment Officer & Managing Director, Wealth Management

Columbia, MD

Ryan Flynn

Senior Director, Wealth Management

Seattle, WA

Tony Spano

Managing Director, Wealth Management

Potomac, MD

Brent Hulbert

Senior Director, Retirement Advisory

Des Moines, IA

Christopher Harker

Senior Director, Wealth Management

Seattle, WA

Erin Christy

Senior Director, Wealth Management

Cedar Rapids, IA

Mark Pniak

Senior Director, Wealth Management

Rockford, IL

Michael Lin

Director, Wealth Management

Potomac, MD

Monica Hamilton

Senior Director, Wealth Management

Charlotte, NC

Noah Jacobson

Senior Director, Wealth Management

Petaluma, CA

Peter Jenkins

Managing Director, Wealth Management

Columbia, MD

Tracey Richardson

Senior Director, Wealth Management

St. Louis, MO

Eric Hutchby

Senior Director, Wealth Management

Charlotte, NC

Jackie Kronewitter

Senior Director, Wealth Management

Mishawaka, IN

Jessica Macklin

Director, Wealth Management

Rockford, IL

Jim Waller

Managing Director, Wealth Management

Columbia, MD

Krista Baumgardner

Associate Director, Wealth Management

Potomac, MD

Lindsey O'Neil

Senior Director, Wealth Management

Des Moines, IA

Taylor Greenleaf

Senior Director, Wealth Management

Petaluma, CA

Carl Valerius

Director, Retirement Plan Advisory Services

Rockford, IL

Joleen Scheer

Senior Director, Wealth Management

Des Moines, IA

Kitt Murphy

Senior Director, Wealth Management

Charlotte, NC

Michael Nicolini

Senior Director, Wealth Management

Mishawaka, IN

Peter Freddoso

Director, Wealth Management

Mishawaka, IN

Bradley Holterhaus

Director, Retirement Advisory

Des Moines, IA

Oana Ebens

Director, Retirement Plan Advisory Services

Rockford, IL

Dylan Barkley

Director, Wealth Management

Rockford, IL

Erica Graves

Director, Wealth Management

Charlotte, NC

Tyler Coder

Associate Director, Wealth Management

Des Moines, IA

Bill DeMar

Senior Director, Wealth Management

Orinda, CA

Birju Munshi

Associate Director, Wealth Management

Schaumburg, IL

C.G. Kip Widing

Senior Director, Wealth Management

Fort Lauderdale, FL

David Jones

Senior Director, Wealth Management

Healdsburg, CA

David Juzwiak

Director, Wealth Management

Chicago, IL

Donna Thrane

Senior Director, Wealth Management

Cleveland, OH

Drew Thompson

Senior Director, Wealth Management

Pleasanton, CA

Eric Alleckson

Managing Director, Wealth Management

Rochester, MN

Frank Osman

Director, Wealth Management

Los Angeles, CA

Jeffrey Gump

Senior Director, Wealth Management

Virginia Beach, VA

Jennifer White

Director, Wealth Management

Champaign, IL

Joanna C Aiken

Senior Director, Wealth Management

Orinda, CA

John Kramer

Director, Wealth Management

Sioux Falls, SD

Katie Wallace

Associate Director, Wealth Management

Kevin Shea

Senior Director, Wealth Management

Virginia Beach, VA

Mark Clure

Senior Director, Wealth Management

Mount Shasta, CA

Marty Roth

Managing Director, Wealth Management

Peoria, IL

Mary Saylor

Senior Director, Wealth Management

Berwyn, PA

Micah Lang

Senior Director, Wealth Management

Denver, CO

Michael Giudici

Senior Director, Wealth Management

Davenport, IA

Serving Davenport and the
surrounding communities

Michael Lynch

Managing Director, Wealth Management

New York, NY

Michelle Buria

Managing Director, Wealth Management

Duluth, MN

Neil Blicher

Senior Director, Wealth Management

Boston, MA

Nicole Anderson

Director, Wealth Management

Springfield, IL

Peter Tomasch

Senior Director, Wealth Management

Tysons Corner, VA

Richard Cundey

Senior Director, Wealth Management

Augusta, GA

Robin Patin

Senior Director, Wealth Management

Orinda, CA

Sean Harrell

Senior Director, Wealth Management

Healdsburg, CA

Stephen Sear

Senior Director, Wealth Management

Reno, NV

Trevor Emery

Senior Director, Wealth Management

Denver, CO

Wesley Watkins

Managing Director, Wealth Management

Richmond, VA

April Hayden

Associate Director, Wealth Management

New York, NY

Connect With Us

Contact us today to begin your wealth management partnership.

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OUR PROCESS

From start to finish,
we’re in it together.


Financial fulfillment takes many different forms. From our
initial meeting to ongoing strategy refinements, we focus on
more than ‘just the numbers’ to help fully understand your
unique circumstances as we create a wealth management
strategy customized to your financial goals.

Listen

We align on your goals and vision for the future

Plan

We’ll create a strategy for you that speaks to your individual needs

Activate

We’ll put your financial plan into action and monitor its impact

Optimize

We refine the strategy based on your needs and an evolving financial environment

THE CHOREO TEAM

Discover how working with a 
Choreo advisor creates real impact.