About

Peg brings 30+ years of experience in the financial services industry. A lifelong learner, she enjoys giving advice on comprehensive planning including financial planning, tax planning, retirement planning, risk management and estate planning. She is one of the founders/partner of the “Roundtable.” All specialists you need, all in one place. Peg works closely with her team members Nicole Webb, Preston Koenig and the Roundtable. We are dedicated to simplifying , living through the clients’ financial lives and inspiring them to achieve lifelong dreams. The “Your Money” radio show that Peg hosts is one of the longest running financial radio programs.

Peg is also the recipient of numerous industry awards, including Barron's Top Financial Advisor (2014-2017)*, Finance & Commerce's Top Women in Finance (2014)**. She and her husband Mike love to travel and golf in sunny locals.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*The Barron's Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded 2/24/14, 2/23/15, 3/5/16, and 3/6/17 for the one-year period ending September 30th of the previous year.

**The Top Women in Finance awards recognize the outstanding efforts of women in Minnesota who are making notable contributions to their professions, their communities and society at large. The honorees are selected by Finance & Commerce staff from independently submitted nominations. Awarded 11/19/13 for the period of August 2012 - August 2013.

Additional licenses and designations

  • Insurance License

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Prepare for 2025 with smart year-end financial strategies. Learn how to navigate tax uncertainty, optimize retirement contributions, and make tax-efficient charitable gifts with insights from Wealth Enhancement advisors.

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Turning 73? Learn how Required Minimum Distributions (RMDs) work, which accounts are affected, how to calculate them, and avoid costly penalties with smart retirement planning.

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What do retirees wish they’d done differently with their money? Discover timeless financial lessons from those in their 70s and 80s—on saving, investing, healthcare, and finding true financial freedom.

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Found your pot of gold? Learn how to make the most of a financial windfall—whether it’s a bonus, inheritance, or lottery win. Discover smart strategies for investing, minimizing taxes, and planning with a financial advisor.

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More adult children are moving back home—but at what cost? Learn how to support boomerang kids without sacrificing your financial future, with tips on budgeting, boundaries, and long-term planning.

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