Let's move forward. Together.

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• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• United States Military Academy, West Point
• University of Pennsylvania, Wharton, Executive's Certificate
• Arizona State University, Business and Communication

• Institutional Consultant, UBS Institutional Consulting Program
• Retirement Plan Consultant
• Endowment & Foundation Consultant
• Accredited Investment Fiduciary
• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist
• Senior Portfolio Manager

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Born and raised in California, I developed a strong passion for finance and client relations early on while working for my family’s business. I had the privilege of working with ultra-high-net-worth families in Beverly Hills, where I honed my skills in wealth management and built lasting relationships with clients. After relocating to Nashville, I continued my journey in private wealth management, dedicating the past six years to providing tailored financial solutions and exceptional service to clients. My diverse experience and commitment to understanding the unique needs of each family allow me to deliver personalized strategies that align with their financial goals. When not working I enjoy spending time with my husband and children on the lake near our home and traveling.

Lori is a Senior Client Service Associate with 37 years of experience in the financial industry and has a diverse background in customer administrative support.

Lori provides The Choy Group with operational and back office support.

A native of Arizona, Lori and her husband John get out in nature as much as possible.  In her leisure time she enjoys gardening, listening to music, reading and has a flair for decorating.

Katie Malecky is a friendly and dependable Client Service Associate based in Nashville, TN. With a passion for helping others and a calm, solutions-focused approach, Katie is committed to making every interaction a positive one. Whether she’s answering questions, resolving issues, or guiding someone through a process, she brings empathy, clarity, and care to every conversation.

Katie takes pride in being someone her colleagues and clients can count on. She believes that great service starts with listening and ends with trust.

When she’s not at work, Katie enjoys hiking  and getting lost in a good book—two things that keep her grounded and inspired.

• AZ
• CA
• CO
• FL
• GA
• HI
• IL
• IN
• KS
• MA
• MD
• MN
• MT
• NC
• NH
• NJ
• NM
• NY
• OR
• PA
• TN
• TX
• UT
• VA
• WA
• WY

Weston is currently pursuing an M.S. in Finance at Vanderbilt University. As a Registered Client Associate, he supports portfolio management and investment research for high-net-worth individuals, institutional clients, and qualified plans. Drawing on his collegiate football background, Weston understands that successful execution stems from preparation, continuous learning, and a genuine passion for one’s craft. This commitment drives his focus on delivering specialized asset management solutions within wealth management, always with a client-first approach. 

As a full-time student at Vanderbilt University, Ella is pursuing a degree in Human and Organizational Development and Business while also gaining practical experience as a wealth management intern.

With her exposure to financial planning from a young age, along with her current involvement in her own non-profit and Vanderbilt extracurriculars, Ella brings a blend of academic knowledge and hands on experience to the table. Through her internship, she is honing her skills in investment analysis, financial planning, and client relationship management, all while balancing the demands of a rigorous academic program. With her commitment to excellence and her drive to succeed, Ella is committed to making an impact in the financial world.