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Ryne H

CFP®, Series 65

Cedar Rapids, IA

Choreo, LLC

Ryne Henrich is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Investment Services, Avantax Planning Partners, Northwestern Mutual, and other firms. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
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David H

Series 65

Cedar Rapids, IA

Choreo, LLC

David Hoover is a financial advisor with Choreo, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Choreo, he was with Prosperity Planning Partners and The Financial Specialists, and he spent five years at the University of Iowa. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative and committee-approved investment process that integrates model portfolios, separately managed accounts, and specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Retirement income strategy Founder/Business Owner Retired Executive
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Dalton B

CFP®, ChFC®, Series 63

Cedar Rapids, IA

Choreo, LLC

Dalton Bickford is a financial advisor at Choreo, LLC with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Creative Planning, LLC and Northwestern Mutual. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles, including model portfolios, separately managed accounts, and private funds.

Retirement income strategy Founder/Business Owner Retired Executive
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Erin G

Series 65

Cedar Rapids, IA

Choreo, LLC

Erin Grabe is a financial advisor at Choreo, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Hills Bank and Trust Company for nine years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
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Kimberly H

Series 66

Cedar Rapids, IA

Choreo, LLC

Kimberly Hillyard is a financial advisor with Choreo, LLC in Cedar Rapids, IA, holding a Series 66 designation and 20 years of industry experience. She previously worked at RSM US Wealth Management LLC for 17 years before joining Choreo in 2022. Outside of her advisory role, she is a partner in Hillyard Enterprises, LLC, a family-owned business focused on investment activities. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Retirement income strategy Founder/Business Owner Retired Executive
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Timothy W

Series 66

Cedar Rapids, IA

Choreo, LLC

Timothy Wesbrook is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at RSM US Wealth Management, BCG Securities, Inc., AXA Advisors, LLC, and Alliant Energy. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach begins with strategic asset allocation based on broad market indices and employs quantitative screening and due diligence to select managers and portfolios, implementing them through a variety of managed solutions and providing specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust consulting.

Retirement income strategy Founder/Business Owner Retired Executive
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