THE CHOREO EXPERIENCE

Meet Our Team

Our personal approach to wealth management is defined by the diverse
perspectives and vast experience across our entire team.

 

Jim Waller

Managing Director, Wealth Management

Mark Biegel

Managing Director, Wealth Management

Matthew Gotlin

Managing Director, Wealth Management

Peter Jenkins

Managing Director, Wealth Management

Let’s work together and
build your future today.

 

Get Started

THE CHOREO TEAM

Discover how working with a 
Choreo advisor creates real impact.

Connect With Us

Contact us today to begin your wealth management partnership.

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