About Me
Hailing from Fort Collins, Colorado, Gregory Thoke is an accomplished Financial Advisor who has devoted more than ten years to the financial services industry. He has gained recognition for his expertise and unwavering commitment to his clients, which have been commemorated with various awards throughout his impressive career. Outside of his professional endeavors, Gregory cherishes time with his family, skiing, volunteer work, and hiking, all of which are just as essential to him as his dedication to guiding others through financial planning.
Present Responsibilities and Career Path
As a Financial Advisor, Gregory leverages his extensive knowledge to help clients cultivate a secure financial future. He finds immense gratification in making a lasting impact on his clients' lives, assisting them in making enlightened financial decisions and viewing himself not only as their advisor but as a trusted ally.
Right out of college, he dove into the field of financial planning. Since then, he has continually showcased his abilities, gaining the trust of many clients who respect his professional expertise and steadfastness.
Academic Background
Greg
He set the groundwork for his career at the University of Northern Colorado. It was there that he sharpened his financial acumen, positioning him on the trajectory toward a successful career as a financial planner. He graduated in 2012, earning a Finance degree from the distinguished Monfort College of Business.
Professional Accolades and Achievements
Gregory Thoke's career is sprinkled with various accolades that exemplify his dedication and expertise in financial planning. His collection of awards includes esteemed honors such as the Waddell and Reed Crest awards in 2018 and 2020, the Advisor Medalist Platinum in 2019 and 2020, and the Jackson National Stars Club award in 2017. He also received the Waddell and Reed Pacesetter Award in 2014 and was inducted into the Waddell and Reed Circle of Champions in 2017 and 2018. Additionally, he reached a career landmark in 2016 when he developed 100 Financial Plans.
One of the pinnacles of his career was the co-founding of Choice City Wealth Partners. He and his team worked tirelessly to assist hundreds of families daily, guiding them toward their financial goals and ensuring their financial readiness for life's unexpected events.
Philanthropic Initiatives
Beyond his professional scope, Gregory actively endorses nonprofit organizations that resonate with his ethos. From 2018 to 2023, he served on the Junior Achievement Northern Colorado board and sponsored local community baseball teams yearly from 2019 to 2021. His philanthropic engagements extend to Steamboat Stars, Matthews House, Childsafe, United Way, and the Weld and Larimer County Food Bank.
Personal Life and Pursuits
Born on January 14, 1989, in Brookfield, Wisconsin, Gregory nurtured a passion for skiing early on. This childhood passion blossomed into a lifelong bond with the sport, fostering a deeper connection with nature and birthing numerous cherished relationships.
His volunteer involvement with the STARS Steamboat's adaptive sports program has been a source of great satisfaction. Through this platform, he shares his considerable knowledge and encourages those who once believed skiing was out of their reach. Gregory also enjoys other outdoor activities like hiking and golf and has a keen interest in travel, which satisfies his sense of adventure and exploration.
Significant Milestones
As he approaches his 11th career anniversary this coming September, it is a crucial landmark for this committed financial planner, symbolizing more than a decade of steadfast commitment to helping clients bolster their financial future.
Gregory Thoke exemplifies professional integrity. His successful career in financial services is evidence of his enduring dedication and expertise. Meanwhile, his love for skiing and volunteering showcases his passion for nature and community service. As he progresses in his professional and personal endeavors, he continues to be a model of achieving professional success without compromising personal passions.
Present Responsibilities and Career Path
As a Financial Advisor, Gregory leverages his extensive knowledge to help clients cultivate a secure financial future. He finds immense gratification in making a lasting impact on his clients' lives, assisting them in making enlightened financial decisions and viewing himself not only as their advisor but as a trusted ally.
Right out of college, he dove into the field of financial planning. Since then, he has continually showcased his abilities, gaining the trust of many clients who respect his professional expertise and steadfastness.
Academic Background
Greg
He set the groundwork for his career at the University of Northern Colorado. It was there that he sharpened his financial acumen, positioning him on the trajectory toward a successful career as a financial planner. He graduated in 2012, earning a Finance degree from the distinguished Monfort College of Business.
Professional Accolades and Achievements
Gregory Thoke's career is sprinkled with various accolades that exemplify his dedication and expertise in financial planning. His collection of awards includes esteemed honors such as the Waddell and Reed Crest awards in 2018 and 2020, the Advisor Medalist Platinum in 2019 and 2020, and the Jackson National Stars Club award in 2017. He also received the Waddell and Reed Pacesetter Award in 2014 and was inducted into the Waddell and Reed Circle of Champions in 2017 and 2018. Additionally, he reached a career landmark in 2016 when he developed 100 Financial Plans.
One of the pinnacles of his career was the co-founding of Choice City Wealth Partners. He and his team worked tirelessly to assist hundreds of families daily, guiding them toward their financial goals and ensuring their financial readiness for life's unexpected events.
Philanthropic Initiatives
Beyond his professional scope, Gregory actively endorses nonprofit organizations that resonate with his ethos. From 2018 to 2023, he served on the Junior Achievement Northern Colorado board and sponsored local community baseball teams yearly from 2019 to 2021. His philanthropic engagements extend to Steamboat Stars, Matthews House, Childsafe, United Way, and the Weld and Larimer County Food Bank.
Personal Life and Pursuits
Born on January 14, 1989, in Brookfield, Wisconsin, Gregory nurtured a passion for skiing early on. This childhood passion blossomed into a lifelong bond with the sport, fostering a deeper connection with nature and birthing numerous cherished relationships.
His volunteer involvement with the STARS Steamboat's adaptive sports program has been a source of great satisfaction. Through this platform, he shares his considerable knowledge and encourages those who once believed skiing was out of their reach. Gregory also enjoys other outdoor activities like hiking and golf and has a keen interest in travel, which satisfies his sense of adventure and exploration.
Significant Milestones
As he approaches his 11th career anniversary this coming September, it is a crucial landmark for this committed financial planner, symbolizing more than a decade of steadfast commitment to helping clients bolster their financial future.
Gregory Thoke exemplifies professional integrity. His successful career in financial services is evidence of his enduring dedication and expertise. Meanwhile, his love for skiing and volunteering showcases his passion for nature and community service. As he progresses in his professional and personal endeavors, he continues to be a model of achieving professional success without compromising personal passions.