Peggy is dedicated to helping her clients manage, protect and transfer their wealth while providing each client with the highest degree of integrity and professionalism. Peggy strives to create a warm environment where clients feel free to ask questions and participate in the decision making process regarding their investments. She makes every effort to partner with her clients in building the financial future they desire, specializing in assisting clients with retirement, personalized investment plans and life insurance. Peggy's mission is to help her clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Peggy has more than 28 years of experience in the banking and investment industries. She is a Registered Principal and Registered Investment Advisor Agent holding the series 6, 7, 24, 63, 65, and California Life and Disability licenses.
Peggy is active in her local church congregation, teaching women's bible study and overseeing a mentoring ministry she feels passionately about. She has been married to her husband Michael for more than 40 years and has 3 grown children. In her leisure time she enjoys golfing, traveling and spoiling her 8 grandchildren.