As an athlete, trainer, and coach, Peggy uses a coach’s approach with her clients. She knows how to inspire women to take control of their financial plan. She works collaboratively with her client’s other advisors (CPAs, Attorneys, Mortgage Brokers, etc.) to put together a plan where her clients can make and manage their own money, live the lifestyle they want today, and feel confident about their tomorrow. In fact, Peggy joined The W Source Member, Lily Tran, and contributed a chapter on small business retirement plans for the book, “The Most Common Tax Mistakes Made By Small Businesses.” She also joined another member, Eleanor Doerman and was appointed to the board of GenPride, a non-profit that provides resources for aging LGBTQIA+.
Peggy typically works with female practices (veterinarians, doctors, and attorneys) and small business owners.
Peggy is an active member in the National LGBT Chamber of Commerce (NGLCC), where she certified as an LGBT Business Enterprise. In 2009 Peggy left behind a 23-year career in corporate management to start her own Senior Move Management and Project Management Consulting businesses. In 2013, at age 53, she made a career change when she saw, first-hand, the effect life events had on women’s financial security. She realized there were very few female financial advisors and financial advisors who could relate to the planning needs of women and LGBTQ. She also learned that women want a more collaborative and educational approach to planning, which is why she asked to join Purse Strings.
THREE THINGS ABOUT ME
I was a Highschool All American Swimmer and a member of the Women’s National Waterpolo Team.
I have also competed Outrigger Canoe, Team Handball and Dog Agility.