Journey Wealth Partners| Concord Financial Planning
Peggy helps clients clarify what is most important to them, has a keen ability to break down complex decisions and is adept at propelling clients to act so they achieve their goals. As a business owner and founder of Journey Wealth Partners, Peggy is committed to Journey’s clients realizing their potential. Wealth management knowledge is an important tool in the tool kit, but it is not sufficient for the most successful client results. Peggy is responsible for building and maintaining the practice and ensuring the highest standards and best-in-class practices for firm leadership, management, operations, compliance, and the delivery of expert and meaningful wealth management outcomes to our clients, along with career development and growth for the Journey Team.