With more than 25 years of experience in the financial services industry, Peggy is dedicated to helping clients build confidence in their financial future. She specializes in working with individuals who are at or nearing retirement, guiding them through strategies for income planning, asset protection, and long-term financial security.

Holding the Retirement Income Certified Professional (RICP®) designation, Peggy uses her knowledge and experience to create personalized plans that align with each client’s goals, lifestyle, and peace of mind. Clients value her thoughtful approach, clear communication, and ability to simplify complex financial concepts.

Raised and currently residing in Suffolk County, Long Island, Peggy takes pride in serving members of her local community. When she is not working with clients, she enjoys spending time outdoors with her family and two dogs.