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Choreo Advisors

Find your personal
wealth advisor today.

With 40+ locations and
over 120 advisors, our
team has you covered.

Search for an advisor by name,
or by city and state to find your
local Choreo Advisor. 

Jeffrey Ramsey

Managing Director, Wealth Management

Minneapolis, MN

612.699.0475
Email

Jim DeCota

Managing Director, Wealth Management

Petaluma, CA

775.283.0883
Email

Keith Mayhew

Managing Director, Wealth Management

Potomac, MD

301.206.1994
Email

Mark Biegel

Managing Director, Wealth Management

Columbia, MD

443.483.2489
Email

Mark Maund

Managing Director, Wealth Management

Augusta, GA

706.350.4611
Email

Michael Watson

Managing Director, Wealth Management

Mishawaka, IN

574.366.4698
Email

Ray Morrill

Senior Director, Wealth Management

Costa Mesa, CA

213.833.9749
Email

Richard Kraner

Managing Director, Wealth Management

St. Louis, MO

314.784.8293
Email

Steve Kelley

Managing Director, Wealth Management

Madison, WI

608.912.0772
Email

Timothy Gianos

Managing Director, Wealth Management

Schaumburg, IL

872.804.9970
Email

William Lowery

Managing Director, Wealth Management

Chicago, IL

872.810.9471
Email

Dorothy Bossung

Senior Director, Wealth Management

Chicago, IL

305.813.1520
Email

Edward Thompson

Senior Director, Wealth Management

Schaumburg, IL

872.804.9945
Email

Gregory Davis

Senior Director, Wealth Management

Madison, WI

608.713.1727
Email

Joe Stern

Senior Director, Wealth Management

Petaluma, CA

707.582.8232
Email

Matthew Gotlin

Chief Investment Officer & Managing Director, Wealth Management

Columbia, MD

443.483.2491
Email

Ryan Flynn

Senior Director, Wealth Management

Seattle, WA

206.400.7632
Email

Tony Spano

Managing Director, Wealth Management

Potomac, MD

240.230.6879
Email

Christopher Harker

Senior Director, Wealth Management

Seattle, WA

206.691.8681
Email

Michael Lin

Director, Wealth Management

Potomac, MD

301.206.4516
Email

Noah Jacobson

Senior Director, Wealth Management

Petaluma, CA

707.582.8236
Email

Peter Jenkins

Managing Director, Wealth Management

Columbia, MD

443.483.2493
Email

Tracey Richardson

Senior Director, Wealth Management

St. Louis, MO

314.784.8107
Email

Jackie Kronewitter

Senior Director, Wealth Management

Mishawaka, IN

574.366.4647
Email

Jim Waller

Managing Director, Wealth Management

Columbia, MD

443.483.2490
Email

Krista Baumgardner

Associate Director, Wealth Management

Potomac, MD

301.206.1995
Email

Taylor Greenleaf

Senior Director, Wealth Management

Petaluma, CA

707.582.8223
Email

Michael Nicolini

Senior Director, Wealth Management

Mishawaka, IN

574.366.4635
Email

Peter Freddoso

Director, Wealth Management

Mishawaka, IN

574.366.4636
Email

Eric Alleckson

Managing Director, Wealth Management

Rochester, MN

507.218.0588
Email

Kimberly Hillyard

Managing Director, Wealth Management

Cedar Rapids, IA

319.531.7391
Email

Michael Thomas

Senior Director, Wealth Management

Cedar Rapids, IA

319.531.7392
Email

Michael Radford

Managing Director, Wealth Management

Charlotte, NC

704.871.5044
Email

Brent Hulbert

Senior Director, Retirement Advisory

Des Moines, IA

515.310.1185
Email

Erin Christy

Senior Director, Wealth Management

Cedar Rapids, IA

319.449.1409
Email

David Winslow

Managing Director, Wealth Management

Charlotte, NC

704.666.5083
Email

Michael Giudici

Senior Director, Wealth Management

Davenport, IA

563.279.0714
Email
Serving Davenport and the
surrounding communities

Monica Hamilton

Senior Director, Wealth Management

Charlotte, NC

704.353.8272
Email

Eric Hutchby

Senior Director, Wealth Management

Charlotte, NC

704.750.9048
Email

Neil Blicher

Senior Director, Wealth Management

Boston, MA

617.361.7828
Email

Jeremy Fisher

DIRECTOR, WEALTH MANAGEMENT

Charlotte, NC

704-666-5092
Email

Erica Graves

Director, Wealth Management

Charlotte, NC

704.862.4575
Email

Evan Stout

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Charlotte, NC

980-585-0588
Email

Anne Phelps

Senior Director, Wealth Management

St. Louis, MO

314.784.8189
Email

Scott Krowczyk

Managing Director, Wealth Management

Rockford, IL

779.229.6564
Email

Chris Kovarik

Senior Director, Wealth Management

Rockford, IL

779.229.6571
Email

Mark Pniak

Senior Director, Wealth Management

Rockford, IL

779.774.7464
Email

Jessica Macklin

Director, Wealth Management

Rockford, IL

779.513.8677
Email

Bradley Holterhaus

Director, Retirement Advisory

Des Moines, IA

515.310.1183
Email

Carl Valerius

Director, Retirement Plan Advisory Services

Rockford, IL

779.229.6570
Email

Oana Ebens

Director, Retirement Plan Advisory Services

Rockford, IL

779.774.7473
Email

Dylan Barkley

Director, Wealth Management

Rockford, IL

779.229.6572
Email

John Kramer

Director, Wealth Management

Sioux Falls, SD

605.524.2090
Email

MacKenzie Veldman

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Des Moines, IA

513-310-1245
Email

Bill DeMar

Senior Director, Wealth Management

Orinda, CA

775.283.0872
Email

Birju Munshi

Associate Director, Wealth Management

Schaumburg, IL

872.804.9928
Email

C.G. Kip Widing

Senior Director, Wealth Management

Fort Lauderdale, FL

305.813.1504
Email

David Jones

Senior Director, Wealth Management

Healdsburg, CA

707.304.7568
Email

David Juzwiak

Director, Wealth Management

Chicago, IL

657.837.9271
Email

Donna Thrane

Senior Director, Wealth Management

Cleveland, OH

216.750.4862
Email

Drew Thompson

Senior Director, Wealth Management

Pleasanton, CA

925.412.4037
Email

Frank Osman

Director, Wealth Management

Costa Mesa, CA

213.647.4376
Email

Jeffrey Gump

Senior Director, Wealth Management

Virginia Beach, VA

757.734.1148
Email

Jennifer White

Director, Wealth Management

Champaign, IL

309.603.4820
Email

Joanna C Aiken

Senior Director, Wealth Management

Orinda, CA

925.412.4038
Email

Katie Wallace

Associate Director, Wealth Management

704.353.8219
Email

Kevin Shea

Senior Director, Wealth Management

Virginia Beach, VA

757.734.1153
Email

Mark Clure

Senior Director, Wealth Management

Mount Shasta, CA

530.204.5181
Email

Marty Roth

Managing Director, Wealth Management

Peoria, IL

309.204.2526
Email

Mary Saylor

Senior Director, Wealth Management

Berwyn, PA

267.589.9425
Email

Micah Lang

Senior Director, Wealth Management

Denver, CO

720.824.9099
Email

Michael Lynch

Managing Director, Wealth Management

New York, NY

332.206.2764
Email

Michelle Buria

Managing Director, Wealth Management

Duluth, MN

218.481.0402
Email

Nicole Anderson

Director, Wealth Management

Springfield, IL

309.603.3554
Email

Peter Tomasch

Senior Director, Wealth Management

Tysons Corner, VA

703.214.8782
Email

Richard Cundey

Senior Director, Wealth Management

Augusta, GA

706.450.6922
Email

Robin Patin

Senior Director, Wealth Management

Orinda, CA

925.495.1704
Email

Sean Harrell

Senior Director, Wealth Management

Healdsburg, CA

707.582.8228
Email

Stephen Sear

Senior Director, Wealth Management

Reno, NV

775.283.0889
Email

Trevor Emery

Senior Director, Wealth Management

Denver, CO

720.824.9078
Email

Wesley Watkins

Managing Director, Wealth Management

Richmond, VA

804.394.5069
Email

April Hayden

Associate Director, Wealth Management

New York, NY

904.933.9117
Email

Cameron Rebant

Senior Associate, Wealth Management

Charlotte, NC

469-505-0684
Email

Eli Lerner

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

443-483‑2487
Email

Gabriella Brandao

Senior Associate, Wealth Management

Mount Shasta, CA

530-204-5185
Email

Jacob Kersey

Senior Associate, Wealth Management

Mishawaka, IN

574-366-3165
Email

Lianna Davidson

Senior Associate, Wealth Management

Columbia, MD

443-483-2482
Email

Ryan Miller

Senior Associate, Wealth Management

Sioux Falls, SD

605-524-2087
Email

Sheri Nickolas

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Richmond, VA

804-297-0860
Email

Sydney Cross

Senior Associate, Wealth Management

Charlotte, NC

980-222-9217
Email

Terri LaFlam

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Potomac, MD

301-206-4529
Email

Tia Martin

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Columbia, MD

443-483‑2492
Email

Art Federis

Associate Director, Wealth Management

Costa Mesa, CA

213-669-6527
Email

Ashley Fowler

Associate Director, Wealth Management

Cedar Rapids, IA

319-866-7102
Email

Jan Stecker

Senior Associate, Wealth Management

Minneapolis, MN

612-699-0471
Email

Linda Winkelman

Senior Associate, Wealth Management

Rochester, MN

612-699-0197
Email

Naam J. Bailey

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Reno, NV

775-283-0880
Email

Nino Sujashvili

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Columbia, MD

443-483-2485
Email

Tim Wesbrook

SENIOR ASSOCIATE, WEALTH MANAGEMENT

Cedar Rapids, IA

319-531-7393
Email

Bryan Moscinski

ASSOCIATE DIRECTOR, WEALTH MANAGEMENT

Rockford, IL

779-229-6568
Email

Eileen Lakin

ASSOCIATE, WEALTH MANAGEMENT

Mount Shasta, CA

530-204-5180
Email

Jordan Shuck

ASSOCIATE, WEALTH MANAGEMENT

Potomac, MD

301-246-3449
Email

Kyle Peterson

ASSOCIATE DIRECTOR, RETIREMENT PLAN ADVISORY SERVICES

Des Moines, IA

515-706-0533
Email

Barrett Gray

ASSOCIATE, WEALTH MANAGEMENT

Charlotte, NC

530-204-5168
Email