Peggy is a CERTIFIED FINANCIAL PLANNER™ professional focused on individuals and families who desire to be good stewards of their assets. She establishes the client advisor relationship by creating a unique wealth plan for her clients. This collaborative process builds a foundation of trust and confidence, and a clear path toward meeting her clients’ goals. The personalized plan becomes the basis for guiding asset allocations, estate planning and other financial objectives.

Peggy has been serving clients at RBC Wealth Management since 2012. She began her career in retail banking and as a result, developed a passion for promoting financial transparency and literacy. Her practice also includes socially responsible investing (SRI) which encompasses environmental, social and governance factors to identify investments with better long-term prospects and potentially lower risk. Peggy is a graduate of the University of Washington, Seattle with a Bachelor of Arts degree in English literature. She has passed her Series 7 and 65 securities exams, and holds life and long-term care insurance licenses. In addition, she completed her extensive coursework for the CERTIFIED FINANCIAL PLANNER™ certification through the College of Financial Planning.

Peggy and her husband, Michael, have lived on Bainbridge Island for the past thirty years where they have raised four daughters. In addition to work and family, her passions include coffee, hiking in the Cascades, mountain biking, gardening, writing, poetry and reading.