Living by the philosophy of “ Find something you love to do and you’ll never work a day in your life”, Gregory puts his dedication and effort in everything that he does, especially in his position as a Chief Investment Officer. Greg wears many hats in the office, and whether he is taking care of clients or developing new ways to expand the business, his main responsibility is to oversee client investment portfolios and maintaining awareness of any major market or economic changes.
As a Paraplanner, Nicolas’ main responsibility consists of building efficient financial plans for clients and developing informational support to help clients understand the proposed financial plans. Born and raised in Lille, a city located North of France, he was able to embark on the opportunity of coming to the U.S at the age of 18, by the Disney College Program in Orlando, Florida, a national internship program operated by The Walt Disney Company.
Excerpt Adapted From: The Financial Shepherd-
Why Dollars + Change = Sense by Glen Wright and Sy Pugh
Affordable education used to be an accessible rung on the ladder that led to economic success and upward mobility. However, “affordable education” is a paradox in the new millennium. On average, a high school diploma guarantees nothing more than the promise of a mediocre life marked by a low-paying job in a society where minimum wage does not support an individual’s ability to provide for his or her family. Across the nation, college tuition rates have outpaced salary increases, and many families simply cannot afford to educate their children without going further into debt by taking on student loans or taking out second mortgages on their homes.
