Peggy is a Montana native and earned her bachelor's degree from the University of Montana in 1987. She completed her CFP® Certified Financial Planner™ and Certificate of Divorce Specialist in 1993. Peggy began her investment advising career with Securities America in 1993, and is currently a registered representative with Concourse Financial Group Securities, Inc.
As an Investment Advisor, Peggy is involved in all aspects of investment consulting, portfolio management, and personal financial planning with a special emphasis in wealth management. With more than 30 years of experience, Peggy helps her clients make informed decisions through a comprehensive wealth management process that addresses complex issues in investment consulting, financial planning, and relationship management. She has extensive experience with music publishing, executives, doctors, and small business owners.
Peggy is an active member of her community and attends St. Henry Catholic Church. She is the founder of Mission Valley Scholarship, is a published author of “Plan of Action”, and over the years has been involved with Vanderbilt Children’s Hospital.
Outside of the office, Peggy enjoys hiking, traveling, reading, boating, and spending time with family.
Peggy holds the following licenses & certifications: Series 7, Series 6, Series 63, Series 26, Variable Annuity, Variable Life, CFP
Insurance: AL, AZ, FL, GA, KS, KY, MD, MS, MT, NY, TN, VA, WY
Securities: AL, AZ, CA, FL, GA, IL, KS, KY, MS, MT, NC, NV, NY, PA, TN, TX, VA, WY