Choreo

Serve as the primary point of contact for CPA and accounting firm partners to deepen strategic relationships. Coordinate partner reporting, educational initiatives, and logistics to embed Choreo within partner organizations.

Drive revenue growth for Retirement Plan Advisory Services by managing advisor engagement and the end-to-end sales lifecycle. Develop scalable growth models and provide advisors with the tools and training necessary to convert opportunities.

Drive client acquisition and market growth in Austin by leveraging CPA partner channels and professional networks. Lead the full lifecycle of client development, from pipeline generation to delivering integrated wealth strategies for high-net-worth individuals.