Peggy brings over 30 years of retirement plan administration experience to the Juno team. She is a member of the National Institute of Pension Administrators as well as a graduate of James Madison University with a Bachelor’s of Business Administration that included a double major in finance and business management. Peggy enjoys sharing her insights with clients looking to create or augment a plan for retirement.
Having served as a director for a large TPA company, Peggy has expertise with plan design, compliance, and all aspects of plan administration — offering creative solutions for Juno clients’ retirement plans. A native of Hampton Roads, Peggy was drawn to the close knit-community at Juno including their emphasis on one-on-one communications with clients.
Peggy’s biggest sense of accomplishment comes from helping clients achieve their goals for retirement plans. She enjoys finding creative solutions for clients that prioritize the balance between employer and employee goals and their individual needs for retirement.
In her free time, Peggy enjoys gardening, cooking, traveling, and spending time with her husband, children, and three dogs.
Education:
James Madison University