For over 30 years, Peggy has been helping clients prepare for financial security. She not only works with her clients to design financial strategies that help them achieve their financial goals, but she also works to make sure they feel confident in their decisions.
Peggy offers a wide range of professional services such as retirement funding, retirement distribution, estate conservation, investment management, cash flow analysis, wealth management, and much more.
Peggy graduated from Bentley College with a Bachelor's Degree in Marketing Management. She is a member of the National Association of Insurance and Financial Advisors. During her free time, Peggy loves to spend her day at the beach or with her son Brendan.