Will Dixon
CLIENT SERVICE ASSOCIATE, WEALTH MANAGEMENT
Will is a Client Service Associate at Choreo, based in the Petaluma, CA office. He works closely with advisors to support clients through all aspects of the wealth management process. He has a background of tax advisory, investor relations, and financial reporting that provide him with a wellrounded perspective on the complex financial decisions clients face.
Prior to joining Choreo, Will spent two years in real estate fund accounting at Hamilton Zanze, a San Francisco-based multifamily investment firm, where he was responsible for financial reporting for a $50 million discretionary fund and portfolio of Delaware Statutory Trust investments. Before that, he spent four years in public accounting at Pisenti & Brinker LLP, advising high-net-worth individuals and business owners on tax planning, business transitions, equity compensation, and 1031 exchanges.
Outside of work, Will enjoys exploring the back roads of Northern California, finding new mountains to ski, and giving back to his local community. He serves as Associate Board Chair for First Graduate, a nonprofit dedicated to helping first-generation college students graduate and build pathways to professional careers.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
Series 65
EDUCATION
BS in Accounting, University of Oregon
