Chicago Atlantic

Choreo, LLC is a wealth management firm based in Chicago, IL, dedicated to providing personalized financial planning and advisory services tailored to the unique needs of business owners, executives, families, and working professionals. With a collaborative approach, Choreo emphasizes a deep understanding of clients' financial goals and life cycles, ensuring that their wealth management strategies grow alongside their clients' evolving circumstances. Boasting a network of over 200 wealth management professionals and $272 billion in assets under management, Choreo combines extensive experience with a fiduciary standard of care to deliver impactful financial solutions. The firm also partners with CPA professionals through its CPA Alliance, enhancing strategic benefits and fostering a commitment to mutual client success. Generated from the website

Financial and Insurance Conference Professionals (FICP) is a community-focused organization based in Chicago, IL, dedicated to providing leadership, education, and networking opportunities for members in the financial and insurance industries. Through a variety of in-person and online events, FICP offers a platform for industry professionals to connect, learn, and exchange ideas, fostering a collaborative and supportive environment for strategic leaders in the field. Generated from the website