MIKE MOELLER, OFFICE MANAGER STAFF SPOTLIGHT:
worked for my father’s financial planning business, and that’s where I met Greg because he was my father’s attorney. In 2003, I started working with Greg directly, managing the title agency office he had at the time. Today, there is no “typical” day at the office for me. On any given day I could be handling HR duties, accounts payable, court documents and correspondence, and answering the phones. What is your favorite part of your job? My favorite part of my job is working with the clients. We have a lot of clients that do estate and financial planning with us. Some of them I’ve known for 15-plus years. It’s rewarding to know that we are continuing to help these people develop a secure future for themselves throughout their lives. What would you say to someone hesitant about creating an estate plan? To anyone who is 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. 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 a lot less stressful for us. It was nice to know that we were doing things the way he wanted.
How long have you been working at the law firm, and what do you do here? I’ve been working at DuPont & Blumenstiel since 2014, but I’ve known and been working with Greg DuPont for much
longer. Straight out of college, I
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EPISODE 1: “The Journey from an Attorney to a Financial Advocate” EPISODE 2: “Get to Know Your Host: Greg DuPont”
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