CHOREO STRENGTHENS SENIOR LEADERSHIP TEAM BY NAMING ROGER OCHS PRESIDENT
Longtime industry veteran and former HD Vest president and CEO
to assume role on an interim basis
Added leadership depth to support CEO Larry Miles’ focus
on firm growth initiatives
CHICAGO, FEB. 14, 2025 -- Choreo, LLC ("Choreo" or "the firm") announced today that it has named Roger Ochs president. Ochs, a Choreo board member and longtime wealth management leader, will assume the role on an interim basis.
“While I have worked closely with Roger for years in his capacity as a Choreo board member, I am excited he is expanding his role as president of the firm,” CEO Larry Miles said. “Everyone at Choreo will benefit from his professionalism, expertise and deep understanding of the wealth management and tax professional industry. Crucially, his addition to the leadership team will allow me to focus fully on achieving Choreo’s ambitious growth initiatives, including adding sophisticated advisor teams to our platform and continuing to build the Choreo Partner Alliance, our flagship CPA partner and tax professional program.”
Ochs has nearly 40 years of financial services experience, including an almost two-decade stint as president and CEO of HD Vest Financial Services, a leading independent firm specializing in providing wealth management and advisory solutions to tax professionals. HD Vest was sold in 2015 to Blucora, which later rebranded the firm to Avantax.
Since departing HD Vest, Ochs has served on a variety of advisory councils and company boards, including the Securities Industry and Financial Markets Association (SIFMA), eSecLending, Income Discovery, and Parthenon Capital. He will remain on the Choreo Board of Directors.
“I welcome this opportunity to team with Larry and the rest of the Choreo leadership team to augment the level of support we provide to our professionals, both in the home office and in the field,” Ochs said. “I have a long history with and a strong passion for supporting advisors operating at the intersection of wealth and tax planning, so I look forward to providing them with all the tools, services and solutions they need to grow their businesses and serve clients more effectively.”
Founded in 2022, Choreo now serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023).
About Choreo, LLC
Choreo is an independent firm focused on redefining the RIA’s place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.
Choreo, LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.
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