HOW LONG HAVE YOU BEEN WORKING AT ADVOCATE WEALTH SOLUTIONS, AND WHAT DO YOU DO HERE? I’ve been working with Greg DuPont for over a decade. Straight out of college, I worked for my father’s financial planning business, and that’s where I met Greg, who was my father’s attorney. In 2003, I started working with Greg directly, as he was managing his title agency office at the time. Today, I have no “typical” day at the office. On any given day, I could be handling HR duties, accounts payable, court documents, correspondence, and answering the phones. WHAT IS YOUR FAVORITE PART OF YOUR JOB? My favorite part of my job is working with clients. We have many clients who do estate and financial planning with us, and I’ve known some of them for 15-plus years. It’s rewarding to know we continue to help these people develop a secure future for themselves throughout their lives. MIKE MOELLER OFFICE MANAGER STAFF SPOTLIGHT:
WHAT WOULD YOU SAY TO SOMEONE HESITANT ABOUT CREATING AN ESTATE PLAN? To anyone thinking about estate planning, I would say just take the time and do it. It’s good to have something in place in case something happens to you, and it’s important to lay out your plans and final wishes for your family. After going through my father’s death, I saw firsthand just how important estate planning is. He had all his documents already taken care of with Greg, so his passing was much less stressful for us. It was nice to know we were doing things the way he wanted.
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