Choreo bolsters organic growth strategy appointing four senior leaders

Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources
PRNewswireApril 3, 20245 min

Choreo, LLC announced that it has bolstered its leadership team, naming four professionals to new senior leadership roles across the firm. Collectively, the appointments reflect Choreo’s ongoing expansion and will boost the firm’s ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.

“Over the past two years, we have laid the foundation for our ambitious growth strategy, which is rooted in making Choreo the preferred partner for advisors working at the intersection of tax and financial planning,” said¬†Larry Miles, CEO of Choreo. “But we are just getting started, and with this expansion of our senior leadership team, I am confident that we will be better positioned to build on what we’ve already accomplished and deliver added value to benefit our advisors, CPA partners and clients across the country.”

The new senior leader appointments are:

  • Jim¬†Waller, Regional Vice President, Business Development, Mid-Atlantic:¬†Waller will support advisors in¬†Maryland,¬†Virginia,¬†Philadelphia¬†and New York.¬†He joined Choreo as part of its acquisition of BDO Wealth Advisors, which was announced in¬†November 2023. He also co-founded Biegel Waller¬†Investment Advisory Services, a wealth management firm that served high-net-worth investors in the¬†Washington, D.C.¬†metropolitan area.¬†

  • Stephen¬†Eldridge, Regional Vice President, Business Development, Southeast:¬†Eldridge will help to create new relationships with Choreo Partner Alliance CPA firms to develop business opportunities for Choreo and our partner firms based in the Southeast. He comes to the firm from Dimensional Fund Advisors, where he most recently served as a Regional Director. Eldridge also served with distinction in the U.S. Army after attending the¬†U.S. Military Academy at West Point. ¬†

  • Jeff Brewer, Vice President of Advisory:¬†Brewer will work with advisors to create actionable business plans focused on achieving meaningful growth goals. Most recently, he was Head of Advisor Success at Wealth Source, a¬†California-based registered investment advisory firm with over¬†$2 billion¬†in assets under management. Before that, he held leadership positions with Dimensional Fund Advisors.
  • Browning¬†Mank, Vice President, CPA Partnerships:¬†Mank will manage and expand relationships with existing Choreo Partner Alliance CPA program firms and develop go-to-market plans to generate new business opportunities to Choreo. Previous roles include Chief Revenue Officer at ForwardLand Inc., Head of Strategic Business Development and Partnerships at Ackerman Capital Management, a registered investment advisory and family office located in¬†Dallas, and VP of Sales for Fidelity Investments.

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