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.

Columbia

Maryland
10960 Grantchester Way Suite 500 Columbia, MD 21044 Directions
Maryland

Mark Biegel

Managing Director, Wealth Management

Columbia, MD

Matthew Gotlin

Chief Investment Officer & Managing Director, Wealth Management

Columbia, MD

Peter Jenkins

Managing Director, Wealth Management

Columbia, MD

Jim Waller

Managing Director, Wealth Management

Columbia, MD

Eli Lerner

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

Lianna Davidson

Senior Associate, Wealth Management

Columbia, MD

Tia Martin

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

Nino Sujashvili

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Columbia, MD

At Choreo, our team of advisors based in Columbia, Maryland, work with clients across the country. As your trusted partner in pursuing a shared vision, we provide financial planning and wealth management services that are customized to your needs, with a thorough understanding of Columbia and the surrounding Maryland region.

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.