Jim Waller
Managing Director, Wealth Management
Jim is a Managing Director at Choreo in Maryland with decades of experience advising business owners, executives, and ultra-high-net-worth individuals. He specializes in providing sophisticated wealth management and tax strategies tailored to his clients' unique goals.
Jim began his career at Deloitte, later becoming a Senior Tax Manager in the Washington, DC office. Jim provided advice to middle market companies and their owners operating in various industries, legal structures, and jurisdictions with a consistent focus on tax planning.
In 1998, Jim co-founded Biegel Waller Investment Advisory Services and Biegel Waller Tax Advisory Services. The brother sister firms grew to become nationally recognized for its high standards and client-first approach. Their success led to a merger with BDO USA, expanding resources and access to investment opportunities.
In 2023, BDO Wealth Advisors merged into Choreo. This move further enhanced his ability to deliver financial planning solutions and access to portfolio investment strategies reinforcing Jim's commitment to helping clients achieve long-term financial goals.
EDUCATION
- B.S., Accounting, University of Maryland
