Peggy is the co-founder of HC Financial Advisors. She worked for over 30 years as an investment advisor and financial planner. A CFP® since 1986, she has been a long-term member of NAPFA (National Association of Personal Financial Advisors) and FPA (Financial Planning Association). Peggy was elected to NAPFA’s National Board in 2003 and served as Chair for the 2005/2006 year. She holds a B.S. in Mathematics from the University of Arizona and an M.S. degree in Information Science from the University of California at Los Angeles.
For six years, Peggy was named one of the top financial advisors in the country by Worth magazine. In both 2008 and 2009, she was listed in Wealth Manager magazine as one of 50 Women in Wealth Management who have contributed to the role of women in the profession. Peggy has been an active member of the community with her children and grandchildren. Peggy retired from HC Financial Advisors in December 2014, but continues to serve on the Board.