"Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security." --Peggy
Peggy serves as a financial adviser with Pacific Capital Resource Group, Inc. in Bellevue, Washington. The advisers of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in seeking to provide quality advice, effective implementation, and lifelong service.
Dedicated to the highest ethical standards, Peggy provides clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. She meets with clients personally to discuss and review their goals and objectives. She then works with a team of advisers and specialists to most accurately analyze and interpret those objectives to provide each client with a strategy that uniquely serves her short and long term goals. Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc.
Peggy is able to provide continuing service by meeting with her clients regularly as time goes on, maintaining and building upon a strong relationship. She monitors each plan and, when meeting with each client, reviews their situation to keep them up to date. This is designed to create a trusted bond between Peggy and her clients and helps ensure that each clients' strategy remains consistent with changing goals, objectives and circumstances.
Peggy has successfully passed her Series 7 & Series 66 exams and holds her Washington State Life and Disability Insurance license.
CA Lic. #0L64336