Domicile State: NY
2200 Northern Boulevard, Suite 200,
East Hills, NY 11548
Peggy has worked in the financial services industry for over 30 years, dedicated to serving her clients. She brings a holistic approach to retirement and financial planning strategies to fit her client's individual needs and lifestyle.
She serves as a Regional Advisory Board Member for the Mass Mutual Women's Network. She is also a member of the National Association of Insurance and Financial Advisors and the Million Dollar Round Table.
For over ten years, Peggy's practice has evolved to assist her clients as they face the complexities of Social Security and Medicare options in retirement.
She provides advice on the ABCD's of basic Medicare, along with the different stand-alone Medicare Supplement Insurance policies, Medicare stand-alone prescription drug plans, and Medicare Advantage Plans. Peggy works with various Medicare health insurance companies, including policies offered to AARP members. She illustrates which options work best, considering each client's unique situation.
Peggy loves to travel, does yoga and CrossFit, and enjoys spending time with her two dogs – Mako (a Japanese Shiba Inu) and Teddy (a Maltese Poodle). She is Brendan's proud mom, a graduate of the University of Miami with a degree in Business and Finance.