Peggy is co-owner of Vineyard Financial Group, specializing in advanced financial planning. She works hard to earn her seat at the table of your most trusted advisors. For over 20 years, she has coordinated with clients, their CPAs and their attorneys to ensure that the planning process is consistent with the needs and goals of the clients.
Peggy promotes a synergistic and client centric approach. She works best when the clients and the team of advisors engage in mutual communication, coordination and cooperation. This approach is designed to meet the needs of the clients at all stages of their lives. Her goal is to consistently exceed any reasonable expectations set by her clients. This requires a very high level of education, applied knowledge and experience. Peggy has earned the following designations:
ChFC®, Advanced Financial Planning
CLU®, Insurance Specialty
AEP®, Accredited Estate Planner
She holds FINRA Series 7 and 66 licenses.