Todd Rowe

Todd Rowe, CPA, CFP®, CEPA, currently serves as a Wealth Advisor at Choreo since February 2022. Prior experience includes over 13 years at RSM US Wealth Management, LLC, where Todd held various roles, culminating as Director of Wealth Management Services, and earlier positions in Tax Services. Responsibilities encompassed managing multiple client engagements, communicating complex financial matters, preparing tax returns, and conducting financial analyses to identify tax savings. Todd also improved the profitability of a specialty valuation service line and mentored junior staff. Todd's career began at IBM as a Fixed Asset Accountant, tracking assets across divisions. Educational credentials include a Master’s in Accounting and a Bachelor of Science in Accounting from North Carolina State University.