Advisor Profile

Tia is a Senior Associate, Wealth Management at Choreo, based in the Columbia, Maryland office. Since beginning her career in financial services in 2021, she has been focused on building meaningful client relationships and empowering clients to achieve their financial goals through personalized strategies and compassionate guidance.

Tia specializes in onboarding new clients and delivering comprehensive financial services to existing clients. She collaborates closely with individuals and families, guiding them through the process of opening new accounts, transferring assets, and managing any maintenance required for their current accounts.

In addition to her work with clients, Tia provides vital support to advisors in the Columbia office. She assists with client meetings, maintaining seamless client communications, and ensuring that all client interactions are informed, efficient, and focused on delivering exceptional service. Her collaborative approach helps advisors focus on strategic planning while fostering a positive client experience.

Tia earned her Bachelor of Science degree in Communication Sciences & Disorders from Western Carolina University, where she developed strong interpersonal and analytical skills that she applies to her advisory work.

Tia lives in Baltimore, Maryland with her husband and two cats, Sir Pounce and Macy. Outside of work, she enjoys exploring the city, traveling, and trying new foods and cuisines.

EDUCATION

• B.S. Communication Sciences & Disorders, Western Carolina University