Michael Watson
Managing Director, Wealth Management
Mike is the Managing Director of Wealth Management at Choreo’s Mishawaka office, where he specializes
in business transition and transaction planning, generational wealth strategies, estate planning, portfolio
management, and comprehensive financial planning. With over 28 years of experience advising high-net-worth individuals and families, Mike helps clients grow, preserve, and transfer wealth in a tax efficient
manner.
Before joining Choreo, Mike spent nearly 20 years as a Principal with RSM US Wealth Management LLC,
where he led the Indiana wealth management practice. Prior to that, he was a Partner at SYM Financial
Advisors.
Throughout his career, he has worked closely with business owners, corporate executives, and professional
athletes, crafting tailored financial strategies to help them achieve their long-term goals. He also advises
foundations and nonprofit organizations on implementing sustainable investment strategies.
Outside of work, Mike enjoys spending time with his family and playing golf.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- Uniform Investment Advisor Series 65
EDUCATION & AWARDS
- B.S. in Accounting from Grace College
- Forbes 2025 Best-in-State Wealth Advisors
