Gregory Thoke
Financial planner / Financial services
Fort Collins, Colorado, United States
Actions
Living in Fort Collins, Colorado, Gregory Thoke has been a distinguished Financial Advisor deeply embedded in the financial services industry for more than ten years. Renowned for his proficiency and dedication to his clients, he has earned several awards throughout his impressive career. Beyond his professional achievements, his life showcases a profound love for family, skiing, volunteering, and hiking. His passion for the outdoors is as integral to him as his commitment to guiding others through the complexities of financial planning.
In his current role, he leverages his extensive expertise to help clients secure a better financial future. He prides himself on making a real difference in their lives by steering them toward well-informed financial decisions. He views himself not just as their advisor but as a friend.
Gregory began his career in financial planning immediately after college, quickly demonstrating his capability. Over the years, he has accumulated many clients who can attest to his professional insight and persistence. He laid the groundwork for his career at the University of Northern Colorado, where he sharpened his analytical and financial skills, preparing him to become a successful financial planner. He graduated in 2012 with a degree in Finance from the Monfort College of Business.
His professional life is decorated with numerous accolades that testify to his expertise and commitment to financial planning. His awards include the prestigious Waddell and Reed Crest awards in 2018 and 2020, Advisor Medalist Platinum in 2019 and 2020, and the Jackson National Stars Club in 2017. Gregory was also welcomed into the Waddell and Reed Circle of Champions in 2017 and 2018, received the Waddell and Reed Pacesetter Award in 2014, and reached a significant milestone by delivering 100 Financial Plans in 2016.
One of his proudest professional achievements was co-founding Choice City Wealth Partners, where he and his team assisted hundreds of households daily. They focused on guiding clients to meet their short and long-term financial goals and providing financial enterprise in the face of life's endeavors and unforeseen events.
Beyond Gregory's professional activities, he avidly supports non-profits that resonate with him. He served on the Junior Achievement Northern Colorado board from 2018 to 2023 and sponsored local community baseball teams each year from 2019 to 2021. His philanthropic efforts include contributions to the Steamboat Stars, Matthews House, Childsafe, United Way, and the Weld and Larimer County Food Banks.
Born on January 14, 1989, in Brookfield, Wisconsin, he discovered his passion for skiing at three years old, sparking a lifelong affinity for this exhilarating winter sport. Skiing has brought him closer to nature and fostered numerous meaningful relationships.
Gregory's volunteer work with STARS Steamboat's adaptive sports program has been particularly fulfilling. It has allowed him to share his vast knowledge and help those who never imagined they could ski. In addition to skiing, he enjoys other outdoor activities like hiking and golf, and his love for travel reflects his adventurous spirit.
As he approaches his 11th year in his career this September, this anniversary marks a significant milestone. It celebrates over a decade of unwavering dedication to securing its clients' financial futures.
Gregory Thoke exemplifies professional excellence. His career in financial services is marked by steadfast dedication and proficiency. Simultaneously, his passion for skiing and volunteering underscores his love for the outdoors and his commitment to service. As he progresses in his professional and personal endeavors, Gregory remains a pinnacle of how to achieve success while remaining true to one's passions.
Gregory Thoke
Financial planner / Financial services
Fort Collins, Colorado, United States
Actions
Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers. If you suspect this profile to be fake or spam, please let us know.
Jump to top