Peggy brings many years of experience partnering with clients in the financial services industry. During her extensive career Peggy worked at her local Chamber of Commerce, utilizing her excellent client service skills at a local bank, and was a Senior Branch Office Administrator at a large financial institution. She joined SAGE Private Wealth Group in 2011 as one of the original three team members. Peggy quickly moved up the ranks at SAGE by becoming the Director of Client Services managing a team of Private Client Associates. In that role she was responsible for ensuring our clients had specialized and experienced team members acting as their advocate by utilizing the SAGE client-center