Mark Maund
Managing Director, Wealth Management
With nearly 20 years of experience, Mark advises clients with a compelling desire to be good stewards of their most valuable assets, extending to their families, employees, and legacies.
As a Managing Director of Wealth Management at Choreo, Mark specializes in estate planning and real estate, helping clients preserve, protect, and transfer wealth in alignment with their long-term goals. With nearly three decades of experience, he advises individuals, families, and business owners who are committed to being good stewards of their most valuable assets, ensuring their financial legacies extend to future generations.
Mark takes a holistic approach to wealth management, integrating advanced planning strategies and relationship management to create tailored financial solutions. He believes in collaboration, assembling and overseeing expert teams to design strategies that align with what is most important to his clients.
Beyond his professional work, Mark has a strong commitment to community service, having served on numerous boards. A passionate educator and communicator, Mark hosted a weekly radio program on wealth management for many years and frequently speaks to professional, charitable, and civic groups about financial and wealth management topics. In addition to his work in wealth management, Mark serves as the Pastor of Riverview Church, blending his professional expertise with a deep commitment to faith and service.
COMMUNITY SERVICE
- Pastor, Riverview Church
- Board Member, Creel-Harison Foundation
EDUCATION
- Bachelor of Business Administration in Finance, Real Estate and Insurance, Augusta University
