Samantha McKee
ASSOCIATE, WEALTH MANAGEMENT
Sam is an Associate of Wealth Management at Choreo, based in the Peoria, IL office, where she partners with advisors to support the delivery of personalized financial plans to clients. Drawing on her background in client relationship management and financial operations, she helps ensure a seamless client experience while assisting with the management of comprehensive planning solutions.
Prior to joining Choreo, Sam served as a Trust Relationship Specialist and Advisor Support professional with Morton Community Bank. In this role, she supported advisors administratively, assisting with account onboarding, transaction processing, account reconciliation, and financial modeling. Sam brings diverse experience and a client-focused approach with her to Choreo that will help her in supporting clients with commitment and care.
Outside of work, Sam enjoys all sorts of physical activity including running, playing recreational sports with friends, and coaching softball! She also loves reading and spending time with her family.
EDUCATION
MS in Information Technology Management, Campbellsville University
BS in Business Administration, Campbellsville University
BS in Human Resource Management, Campbellsville University
