Peggy joined the joined Larsen Wealth Management, an affiliate of Crux Wealth Advisors (2021), located in Scottsdale, AZ, in 2013. In her role as a Client Service Associate, she serves as the backbone of our organization. Peggy provides constant stability to our organization through her reliability, institutional knowledge, honest approach, and above all, her integrity.
Attention to detail is vital, primarily due to the relentless pace that the industry operates. Peggy is a stable force on our team, which is essential to efficient and successful business operations. This is where her organizational skills are crucial to streamlining business efforts.
She is responsible for managing everyday processes such as maintaining and processing new client accounts and scheduling appointments. Additionally, she has built strong relationships with our clients and enjoys knowing that each team member is helping our clients attain their goals and work toward both long- and short-term plans.
It’s easy to see that Peggy cares because she genuinely has the best interest of others at heart and goes above and beyond to serve others. She aims to provide a level of comfort to our clients, allowing them to worry less about the financial planning process so they can enjoy life to the fullest. Peggy has been recognized for her efforts and has received multiple Client Service Excellence Awards.
Before joining our team, Peggy gained extensive industry experience in various related roles. She was a Branch Officer Administrator with Edward Jones, a Client Service Associate at Prudential, and a Client Service Associate with Beacon Hill Securities.