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
The cost of college has been rising well above the rate of inflation for more than a decade, but there are some signs that annual increases are moderating, according to the CollegeBoard.
5/27/2022
Newsroom
One of the fastest trending economic stories this year has been the “Great Resignation,” a phenomenon that’s tied to the record number of people who quit their jobs in April 2021. In July, that record was broken, as it was again in August and September. Media reports have pounced on these job “quits” as evidence that American workers are removing themselves from the workforce at an unprecedented rate.
1/8/2022
Newsroom
It’s been a solid year for most investors. For those who are charitably inclined, this holiday season could be a good time to share your good fortune and consider gifting to the family members, friends and causes you care about. It’s also the time of year when our clients are looking ahead to tax season and are asking about ways to give both thoughtfully and tax-efficiently. 
12/12/2021
Newsroom
You’ve been thinking about it for a while, but now it’s getting close to decision time. You think you might want to retire, but you want to do it for the right reasons. So, what are the right reasons? Once you start to get serious about retirement, you realize it’s about more than just needing a long vacation. Being in the right mental and fiscal place for retirement is crucial to the retirement journey. We offer you some great reasons to take the plunge.
9/17/2021

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