Advisor Profile

Noah is a Senior Director of Wealth Management at Choreo, based in the Petaluma office. With nearly two decades of experience in the industry and a Co-Founder of Enso Wealth, he provides hands-on, personal private wealth management to a select group of business owners, physicians, dental practitioners, and high-net-worth families. Noah's approach centers on clear communication, making complex financial concepts easily understandable for his clients. Noah's goal is to get to know his clients so well that he is able to successfully deliver "fimotional" advice at the intersection of finance and emotions.

Noah is deeply committed to making a positive impact in his community. He strives to build a "virtual" family office designed to serve HNW families in Petaluma and Park City. He actively engages in leadership roles, lending his expertise to various local initiatives and serving on committees that support educational, economic, and social development in Petaluma as well as Park City. Noah's long-standing involvement in community service reflects his passion for giving back and creating opportunities for others, while also fostering connections that benefit both his clients and the community. Through these efforts, Noah continues to demonstrate his dedication to leadership, mentorship, and responsible citizenship.

Noah is an avid swimmer, surfer, skier, private pilot and adventure enthusiast. Outside of the office he spends quality time with his family and college age kids while enjoying these activities.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• Certified Financial Planner^®
• Santa Rosa Junior College, member
• Friends of the Petaluma Campus Trust, member
• SRJC Foundation Investment Committee, member
• SRJC Measure H Citizen’s Bond Oversight Committee, member
• Petaluma Sunrise Rotary Club, member
• Petaluma Chamber of Commerce Leadership Program, graduate

EDUCATION

• B.S., Business, Northern Arizona University