Margaret, “Peggy” joined the Gateway Financial Team in 2000 as a Product Analyst and within a few years constructed her role to include policy issue, policy service, case design, case management and client relationship responsibilities. This initiative and ingenuity has raised her to where she is today. Among her many duties, Peggy leads Gateway’s individual life insurance team, a multidiscipline team of insurance specialists who she actively recruited, hired, trained and to whom she transferred her passion for insurance solutions in legacy planning. Peggy also plays a key role in the development of the Firm’s best practices to improve our client’s insurance experience and she tracks and