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
  • California Insurance License # 4466795
  • Arkansas Insurance License # 327989

Resources from Peg Webb

Topic
Newsroom
When it comes to personal finance, timing is everything. Time gives you compounding interest. Knowing when to retire or start drawing Social Security has an enormous impact on achieving your financial goals. Failing to understand where you are in your path to retirement causes you to make mistakes. Baby Boomers, Gen Xers and Millennials need to be conscious of these common pitfalls.
1/22/2021
Newsroom
Before we wish you all a happy New Year, we would like to take a brief moment to reflect on 2020 and give it the send off it deserves. So here it is… Dear 2020, don’t let the door hit ya’. With that out of the way, a lot of things did happen in 2020, and some of them likely impacted your financial situation. If 2020 took you by storm, you might have some extra work to do to make sure your financial plan is back on track.
12/25/2020
Blog
Long-term care (LTC) has been in the news lately, for all the wrong reasons. But it has gotten a lot of people thinking about what their plans are, what kind of experience they want, and how they are going to pay for it.
7/24/2020
Blog
Discover how healthy habits can boost your financial well-being. Learn how smart eating, regular exercise, and good health can lower insurance costs, reduce medical expenses, and maximize your HSA benefits.
1/24/2020

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