Advisory Practice manager
Peg, an alumni of John Carroll University, joined Beacon Financial Partners in January, 2019. She started her career in the financial services industry in 2006, gaining experience at Morgan Stanley and Lincoln Financial Advisors, and is FINRA Series 7 registered.
In her role at Beacon Financial Partners as an executive assistant, Peg is responsible for managing and supporting the practices of Beacon Financial Advisors. These duties include marketing, new business, trading, with her main focus on providing exceptional customer service to our clients.