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
To a great extent, how you approach investing depends on how you deal with four financial unknowns: longevity, inflation, market returns and tax policy. In this article, we break down each of these unknowns, and offer suggestions for ways that may help insulate you from their risks.
2/17/2023
Newsroom
There are many things investors can’t control — inflation, market direction and interest rates spring to mind — but if you get your taxes organized now, you can make some tax-smart moves (and avoid some costly mistakes). Here’s a list of important Dos and Don’ts to make your life easier this tax season.
2/3/2023
Newsroom
Everyone was probably relieved to turn the page on 2022. We’ve had a year in which almost every asset class lost ground. Inflation spiked and the war in Ukraine showed very little signs of resolution. That said, you can control only what you can control. By remaining disciplined and sticking to a well-constructed financial plan, you should be able to handle whatever life throws at you.
1/6/2023
Newsroom
Until you turn 65 and are eligible for Medicare, you’ll need some type of medical coverage. Whether this means participating in your company’s health plan, your spouse’s company’s health plan or purchasing coverage from the insurance marketplace, you’ll need to figure out which options make the most sense for you.
12/9/2022
Newsroom
With inflation taking a bigger bite out of the family pocketbook in 2022, the holidays could be an especially stressful period this year. According to pwc’s 2022 Holiday Outlook survey, 35% of higher-income shoppers plan to spend more than they did last year — an average of $1,430 on gifts, travel and entertainment.
11/25/2022

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