Peggy joined Gateway Financial Strategies in 2007 as Client Service Associate and handles the day to day client service responsibilities for the firm. Whether it is booking an appointment for your annual review, setting up electronic fund transfers for your account, or updating your personal information, Peggy is here to make sure your experience at Gateway Financial Strategies runs smoothly. Peggy gets to know our clients as individuals and understands that not everyone has the same needs when it comes to servicing their account.