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Financial Advice that Makes the Complex Simple.

About Peggy

Peggy has over 30 years of Wealth Management and Banking experience. 

Her career started early at First National Bank Omaha where she held several positions within the Wealth division in Operations, Investments, Retirement Plan Services, and Private Client Services. She was a Sr. Auditor for four years with First National’s Internal Audit department. There, she audited internal controls, policies, and fiduciary regulation for all of First National’s Wealth branches. 

Peggy received her Bachelor’s in Business Management at Bellevue University and UNO with a minor in Information Technology. 

Her husband, John, runs his own plumbing business. and they have two sons and two grandsons. She enjoys spending time with family, traveling and running in her free time and says, “There’s nothing better than enjoying a run somewhere new!” 

What’s your favorite food:

Anything Mexican

Best piece of financial advice you received:

Start your 401(k) early

Favorite quote:

“If you always do what you’ve always done, you’ll always get what you’ve always got.” Henry Ford

If I could meet anyone, past or present, it would be:

Robin Roberts of Good Morning America. She has been through so much but has such a great outlook on life.

Favorite book:

Art of Racing in the Rain Garth Stein

Favorite movie or TV show:

The Sandlot.

What motivates you:

Accomplishing goals and setting new ones

Favorite holiday:

Thanksgiving, you still get together with family, but the stress of Christmas is not required

Name something on your bucket list:

Racing on a dog sled

Place you’d most like to visit:

Anywhere new, we love to travel. My favorite is to go for a run somewhere new and check out the area.

Biggest accomplishment:

My family. We love to spend time together and make memories.