Roger Ochs
President
Roger brings 40 years of financial services experience to CPA and tax professionals to his role as President.
Choreo board member and longtime wealth management leader, Roger Ochs has a strong passion for supporting advisors and providing them with the tools, services, and solutions they need to grow their businesses and serve clients.
Previously, he served an almost two-decade appointment as President and CEO of HD Vest Financial Services, a leading independent firm that provides wealth management and advisory solutions to tax professionals. HD Vest was sold in 2015 to Blucora, which later rebranded the firm to Avantax. While at HD Vest, he was named by Accounting Today as one of the top names to know in the accounting industry.
He has served on advisory councils and company boards, including the Securities Industry and Financial Markets Association (SIFMA), eSecLending, Income Discovery, and Parthenon Capital. He also served as a board member for the Association Montessori International/USA (AMI/USA) for six years and as President of the board of trustees for the Barbara Gordon Montessori School from 2007 to 2010.
Roger earned a bachelor’s degree in business administration and management from Angelo State University, a master’s degree in business administration and management from Trinity University, and his Juris Doctor (J.D.) from Southern Methodist University.
He enjoys athletics, is an avid runner, and has finished the Boston Marathon 11 times.
