Chris Kovarik
Senior Director, Wealth Management
Chris’s advisory practice serves high wealth individuals, business owners, retirement plans, charitable foundations, and other not-for-profit entities.
Chris is a Senior Director of Wealth Management at Choreo, where he provides personalized financial strategies to high-net-worth individuals, business owners, retirement plans, charitable foundations, and other not-for-profit entities. His practice is built on a commitment to developing tailored, planning-based investment strategies that align with each client’s unique goals while optimizing for cost efficiency and tax impact.
With expertise in financial planning and portfolio management, Chris specializes in serving not-for-profit organizations, multi-generational families, and business owners. His areas of focus include retirement planning, estate planning, philanthropy, Social Security optimization, and income tax planning in collaboration with tax advisors. His holistic approach ensures seamless coordination across all aspects of a client’s financial life.
Beyond his professional work, Chris is actively involved in his community. He serves on the board of the Rockford Symphony Orchestra Foundation and Rockford Boys and Girls Club, reflecting his passion for cultural enrichment and youth development.
Outside the office, Chris enjoys spending time with his wife, Nicole, and their four children. An outdoor enthusiast and hands-on problem solver, he has a passion for traveling and restoring and maintaining classic automobiles.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
- State of Illinois insurance license – life, health, long-term care
- Member, Financial Planning Association
EDUCATION
- B.S. in Finance, Minnesota State University – Moorhead
