Gregory Thoke Male • United States of America

Gregory Thoke leverages his expertise to help clients secure a stable financial future. He takes immense pleasure in making a real impact in his clients' lives, guiding them toward well-informed financial decisions. He perceives himself not merely as their advisor but as a loyal friend.

He began his journey in financial planning immediately after college. Over the years, he has continually demonstrated his resilience and professional insight. His track record is highlighted by many clients who vouch for his skills and dedication.

Academically, Gregory built a solid foundation at the University of Northern Colorado. There, he honed his analytical and financial abilities, setting the stage for his successful career as a financial planner. He earned a degree in Finance from the Monfort College of Business in 2012.

Throughout his career, Gregory has received numerous accolades that attest to his proficiency in financial planning. His awards include the Waddell and Reed Crest awards in 2018 and 2020, Advisor Medalist Platinum 2019 and 2020, and the Jackson National Stars Club in 2017. Moreover, he was inducted into the Waddell and Reed Circle of Champions in 2017 and 2018. Early in his career, he received the Waddell and Reed Pacesetter Award in 2014.