Matt Eddleman is a seasoned financial professional and a key member of the Tax Compliance team at Frost Law. With more than two decades of experience across tax controversy, accounting, and small business management, Matt leverages a multidisciplinary background to provide sophisticated financial planning and tax strategy. Unlike many traditional tax professionals, Matt integrates his deep understanding of small business operations to help individuals and business owners navigate the complexities of a rapidly changing financial landscape. His recent work has focused heavily on pandemic-era relief, where he has dedicated thousands of hours to advising clients on the nuances of the Paycheck Protection Program and Employee Retention Credit. This extensive specialized experience has positioned him as a leading national voice on federal relief programs, allowing him to deliver actionable, future-minded solutions that maximize financial potential and provide stability for businesses in transition.

Jake Polivka is an estate and trust attorney and a Director in the Estate & Trust Planning and Administration practice group at Frost Law. Since joining the firm, Jake has leveraged his extensive background in Maryland and District of Columbia law to assist clients in navigating the complexities of estate planning and administration. Unlike many other estate professionals, Jake utilizes a deep understanding of financial indicators—informed by his economics background—to provide clients with thoughtful and practical legal solutions tailored to their unique circumstances. His commitment to the community through the Maryland Pro Bono Resource Center and the Baltimore Estate Planning Council gives him a thorough understanding of the local landscape and the evolving needs of families and individuals. His efforts have allowed him to design and implement defensible, long-term plans that protect assets and ensure clients feel supported through challenging transitions.

Matthew Costa is a CPA, CERTIFIED FINANCIAL PLANNER®, and the Managing Partner of Foundation Wealth & Tax Advisors. With over 14 years of financial advisory and tax experience—including a foundational career at a top-five national firm—Matt leverages a multidisciplinary background to provide sophisticated wealth management and tax strategy. Unlike many traditional advisors, Matt integrates his deep accounting expertise as a principal at RCN & Associates LLC to help retirees and business owners navigate the complexities of wealth creation, preservation, and tax-efficient transfer. His future-minded approach focuses on maximizing financial potential and security amidst shifting demographics and evolving technology, allowing him to deliver comprehensive, fee-only solutions that prioritize his clients’ long-term stability and success.

Peter Jenkins is a Managing Director on the Wealth Management team at Choreo. Leveraging a deep background in multi-generational wealth and business transition planning, Peter works with business owners, high-net-worth individuals, and family offices to navigate complex financial landscapes with clarity and confidence. Unlike many traditional advisors, Peter integrates sophisticated estate and tax planning with holistic investment strategies, frequently collaborating with CPAs and legal professionals to ensure every facet of a client’s financial life is aligned. His extensive experience across leading firms has allowed him to translate intricate market shifts into actionable strategies, helping families achieve lasting financial peace and long-term resilience.

Jim Waller is a Managing Director at Choreo and a CPA with decades of experience advising business owners, executives, and ultra-high-net-worth individuals. Jim began his career at Deloitte, where he served as a Senior Tax Manager providing sophisticated tax planning and strategy for middle-market companies across various industries and jurisdictions. Leveraging this background in tax and accounting, Jim co-founded the Biegel Waller brother-sister firms, which became nationally recognized for their high standards and client-first approach to investment and tax advisory. Following a successful merger with BDO USA and the subsequent integration into Choreo in 2023, Jim continues to utilize his extensive tax and legal familiarity to deliver tailored wealth management and portfolio investment strategies. His career-long commitment to technical precision and long-term financial goals allows him to navigate complex financial landscapes to secure the best outcomes for his clients.

Mark Biegel is the Managing Director of Wealth Management at Choreo, bringing over 30 years of experience in the wealth management industry. Mark utilizes a multidisciplinary approach to asset management, beginning with a client-centric focus that aligns complex financial strategies with long-term aspirations. Before joining Choreo, Mark served as a Partner at BDO and President of BDO Wealth, where he chaired the investment committee and guided high-net-worth individuals and family offices through sophisticated financial planning and private market strategies. Mark also co-founded Biegel & Waller Investment Advisory Services, where his ability to identify long-term market trends helped clients navigate significant economic shifts for over three decades. In his current role, Mark leads the private market practice at Choreo, leveraging his background as both an attorney and a CPA to address integrated issues ranging from tax optimization and estate planning to investment management and business succession.

James Morgan is a Senior Director of Wealth Management Services at Choreo. With more than 15 years of experience in the financial services industry, James supports wealth advisors by delivering sophisticated investment insights, portfolio strategies, and research designed to navigate complex market environments. Unlike many traditional advisors, James holds both the Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations, providing him with a unique dual perspective that combines fundamental analysis with technical market disciplines. His background includes tenure at firms such as BDO USA and BNY Mellon, where he focused on portfolio construction, rigorous due diligence, and financial modeling. James’ ability to distill complex data into actionable insights allows him to provide the analytical rigor necessary for advisors and clients to make informed, confident investment decisions.