Accomplished financial services leader to oversee people strategy, communications, integration and enterprise transformation
CHICAGO, Sept. 15, 2026 /PRNewswire/ — Choreo, LLC (“Choreo” or “the firm”) announced today that Kelly O’Donnell has been named Chief People and Transformation Officer, a newly created position within the firm. She will report to Chief Executive Officer Jason Van de Loo.
O’Donnell will oversee Choreo’s Human Resources, Brand & Communications and the Integration Management Office, which coordinates enterprise integration following acquisitions. She will also work across the firm on strategic alignment, enterprise transformation and change initiatives supporting Choreo’s continued growth.
“Kelly brings the experience and perspective we need as Choreo enters its next phase,” Van de Loo said. “She has led teams across strategy, operations, client experience and human resources, and she understands how those capabilities need to come together to support growth. Her background in accounting and financial services also gives her a strong appreciation for Choreo’s CPA roots and our vision for delivering more coordinated advice at the intersection of tax and wealth.”
O’Donnell has more than 30 years of experience in financial services, consulting and organizational leadership. She spent 21 years at Financial Engines and Edelman Financial Engines, most recently serving as the President of Workplace. In that role, she led the distribution, marketing and strategy functions supporting Edelman Financial Engines’ workplace business.
During her tenure, O’Donnell also held roles including Chief Administrative Officer and Chief Risk Officer, with responsibilities spanning corporate strategy and development, communications, legal and compliance, human resources and risk management.
“What attracted me to Choreo was the opportunity to help shape a growing organization at an important point in its development,” O’Donnell said. “Choreo has a clear sense of where it wants to go. My role is to help bring its people together around that direction, preserve what makes the firm distinctive and make growth feel coherent rather than disruptive.”
O’Donnell began her career at Coopers & Lybrand and later served as Director of Consulting at Cerulli Associates. She holds a bachelor’s degree in accountancy from the University of Missouri.
About Choreo, LLC
Choreo is an independent firm focused on redefining tax-smart wealth planning. Passionate about orchestrating at the many intersections of tax and wealth to improve the well-being of clients, their businesses, their families, and their communities, Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design, and build solutions for their clients’ financial and related needs so they can focus on what matters most to them.
Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000+ clients with approximately $28.6 billion in assets under management and advisement as of Dec. 31, 2025.
Choreo, LLC is a limited liability company that provides investment advisory services, financial planning and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.
Media inquiries
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Haven Tower Group
424.317.4850
dcutler@haventower.com
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SOURCE Choreo, LLC
