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
Recently updated research from Vanguard confirms that working with an advisor can potentially add, or even exceed, 3% in annual net returns, than not working with an advisor. Yet only 35% of Americans say they work with an advisor. Why don’t more people want to want to hire a financial advisor?
2/16/2024
Newsroom
Planning for retirement often falls to the bottom of the list of priorities, but it’s important not to put off the process. Planning today improves the odds that your savings and investments will help you maintain your desired lifestyle after you stop earning a regular paycheck. By planning early, you’ll also be able to handle the tax bill that likely will come each year after you retire.
1/19/2024
Newsroom
Most people don’t want to think about life insurance. But if others rely on you financially, you need to consider how much you or your loved ones risk losing without it. Life insurance can be an affordable way to take care of your family or loved ones in the event something happens to you. Some types of insurance even provide living benefits, including funds that you can use while you’re alive to buy a home, supplement your retirement income, or cover emergency expenses.
9/1/2023
Newsroom
In our practices, we often have older clients who have built a substantial balance in their qualified accounts such as traditional IRAs or 401(k) plans. In many cases they don’t need to take income from these accounts when they reach age 73, the new start date for taking required minimum distributions (RMDs).
8/4/2023
Newsroom
Several significant tax-law changes are looming on the horizon — even if they may not arrive until the end of 2025. Because changes to tax policy often can be anticipated, and certain steps are taken to lessen their impact on taxpayers, now is the time to consider the implications for your investment portfolio and financial plan. What’s changing in tax policy at the end of 2025?
7/7/2023

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