STAFF SPOTLIGHT: SERVICE MANAGER MIKE MOELLER
HOW LONG HAVE YOU BEENWORKING AT THE LAW FIRM, ANDWHAT DOYOU 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 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 human resource (HR) duties, accounts payable, court documents and correspondents, as well as 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 who do estate and financial planning with us. Some of them I’ve known for over 15 years. It’s rewarding to know that we are continuing to help these people develop a secure future for themselves throughout their lives.
WHAT WOULDYOU SAY TO SOMEONE WHO IS 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 a plan in place in case something happens to you. It’s also very important to lay out your final wishes for your family.
After going through my father’s death, I saw firsthand just how important estate planning is. He had all of his documents already taken care of with Greg, so his passing was a lot less stressful for family and friends. It was nice to know that we were doing things the way he wanted.
WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?
EPISODE 21: “The Ins and Outs of Gun Ownership Management, Part 1” with Derek DeBrosse EPISODE 22: “The Ins and Outs of Gun Ownership Management, Part 2” with Derek DeBrosse
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