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

Resources from Peg Webb

Topic
Newsroom
Are women and men different when it comes to their finances? What tends to drive financial decisions for women? How do they find the balance between saving, spending and planning for the future? Historically, much of the academic literature on gender differences has focused on the level of confidence in women. The data suggested that women lacked confidence about their money, while men “forged ahead.”
10/14/2022
Newsroom
This has been a crazy year for the economy and markets, with inflation rising as the highest rate in 40 years. But as we advise our clients, you need to control what you can control and try to forget everything else. By sticking to a well-conceived plan, you remove a lot of market-related stress from your decision making. This quarter we’re focusing on tips for increasing your savings, planning for long-term care and giving to charity.
9/30/2022
Newsroom
If an increase in your income results in an increase in your spending, you’re subject to lifestyle inflation or lifestyle “creep.” It tends to become greater every time you get a raise or higher paying job. On the surface, why should lifestyle creep be any cause for concern? After all, if you’re earning more, doesn’t that mean you have the means to spend more? Not exactly, for these three reasons:
9/2/2022
Newsroom
Over the past several months, there have been many days when financial markets move up or down by 1% or 2%. This level of market volatility often attracts people who try to time the market — to guess when a new high or low is reached, and then to sell or buy stocks accordingly at those points.
7/22/2022

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