Steve Kerrick, CPA, MBA Joins Choreo Advisors as a Strategic Consultant Following Successful 40-Year Public Accounting Career
CHICAGO – July 23, 2025 – After more than four decades of serving clients with distinction, Steve Kerrick is stepping into a new role as a strategic consultant with Choreo. Steve will focus on market development and relationship management across Louisville, Lexington, and surrounding areas, with a focus on building and maintaining strong partnerships with clients and centers of influence. Steve will also support business development initiatives and provide subject matter expertise on business succession planning and strategic opportunities.
Steve brings years of experience in tax, assurance, and advisory services, with a deep background in ownership transition, governance, succession planning, compliance, mergers and acquisitions, business valuation and strategic consulting. Prior to joining Choreo, Steve served as a Transaction Advisory Services Partner at Cherry Bekaert, where he supported closely held businesses across the industrial, distribution, professional services, real estate, and hospitality sectors - primarily within the firm's Central Market region. He holds a BSC and MBA degree from the University of Louisville.
“We are incredibly thankful for Steve’s years of service,” shared Brad Smith, Partner and Chief People Officer at Cherry Bekaert. “We are thrilled that he will be working with our strategic partners at Choreo.”
“Steve is one of the most respected public accounting professionals in the Louisville area, and we are thrilled to have him on board,” said David Winslow, Managing Director at Choreo. “His understanding of client needs and the local business landscape will be invaluable as we strengthen our presence in the Louisville, Lexington and surrounding communities.”
“I’ve always believed in helping clients plan for the future” said Kerrick. “Joining Choreo allows me to continue that mission— supporting business owners and entrepreneurs in the region in partnership with Cherry Bekaert and continuing to deliver advice in a new way that helps clients build wealth with purpose. I look forward to partnering closely with David and the rest of the Choreo team to build upon and further our mutual success.”
In 2023, Cherry Bekaert joined Choreo’s affiliated referral program, the Choreo Partner Alliance™, as a strategic partner. Through the Choreo Partner Alliance™, Cherry Bekaert can refer clients and collaborate with Choreo advisors to support individuals with unaddressed or complex wealth management needs.
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 $27.2 billion in assets under management and advisement (as of December 2024). 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.
The Choreo Partner Alliance ProgramTM is offered through Choreo Partner Alliance, LLC (“Choreo Partner Alliance”), a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Choreo Partner Alliance is an affiliate of Choreo, LLC, a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training of the adviser or its representatives.
*All numbers are approximate. As of December 31, 2024, $18.2B constitutes regulatory assets under management, with an additional $9B in assets under advisement related to holdings of clients for which we provide aggregated reporting, financial planning, wealth management consulting, retirement plan consulting and advisory services, and/or similar services. Locations are as of January 1, 2025 and include any place a teammate is located whether in an office or remote.
###
Media inquiries
Joseph Kuo / Michael Dugan
Haven Tower Group
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com