Peggy joined the firm in February 2019. She has over 30 years’ experience in customer service, with the last 10 years at a local retirement planning firm. She provides each client with the professional and personalized support they need. She truly enjoys working with people and putting smiles on their faces. Peggy is a proud “Army Brat”, having lived and traveled to various places during her childhood and has called Evansville her home for over 35 years. In her free time, she is currently studying to obtain her Series 7 license and plans to continue to grow in the comprehensive wealth management industry. She enjoys spending time with her family and the outdoors. She and her husband, Todd, reside in Newburgh. Peggy is ready to assist you with any of your service needs.