Chief Fiduciary Officer
Peggy came storming into her role at National Advisors. Literally. In fact, her start date coincided with Hurricane Harvey making landfall in Houston in 2017. Under her deft leadership, NAT was able to build a Houston, Texas satellite office that was home to eight employees supporting some of our most strategic client relationships. While the Houston office has since closed, Peggy has continued as CFO and has helped grow our fiduciary department to include seven JDs and five CFTAs.
“I began my career as an estate planning attorney in New Jersey, drafting estate plans and trust documents. Since then, I have focused on the trust business, taking on roles as a trust officer, senior trust officer, trust sales associate and now CFO. I lean on this breadth of experience and how it allows me to take a holistic approach to my business decisions.”
With a double-major BA degree from Barry University in Miami (Philosophy and Pre-Law Studies) and a JD from Stetson University College of Law in Tampa, Peggy is more than qualified to work within the confines and nuances of all fiduciary duties at NATC and brings to bear the insights of a Bar membership in both New Jersey and Texas.
Married with four kids and a beloved golden retriever, Peggy is a board member of her local PTO and actively involved in the Girl Scouts of San Jacinto Council, where she serves as Troop Leader and is a former Gold Award recipient – the highest level of achievement within the GSA.