Unfortunately, we are experiencing technical difficulties at this time. We apologize for any inconvenience this may cause you. Please try to access the site again later or call Customer Service for assistance.
You should receive a response within two business days from the date of your request.
Please wait while we process your request.
Peggy is a Senior Advisor with the Private Client Services team at the Wealth Management group at First National Bank. Her client focus is with affluent individuals seeking innovative investments, estate and financial planning solutions that are tailored to fit their overall wealth management objectives.
Peggy has more than 24 years of experience at the bank, including 17 years with Wealth Management services. She has held roles in Operations, Retirement Plan Services, and Investments, and most recently worked as a Senior Auditor in Corporate Audit Services, specializing on audits for Trust and Investment Services.
She earned her Bachelor of Science in Management and a Minor in Information Technology from Bellevue University. Peggy is a Certified Security Operations Professional and Certified Fiduciary Investment Risk Specialist through Cannon Financial Institute as well as an active member of Nebraska Teammates Mentoring.
Peggy likes to spend her time with her family in their hometown of Woodbine, Iowa. She takes pride in the town and school which is why she decided to raise her family in the same town she grew up in. She continues to help the community thrive by being an active member in the City Council.
I enjoy meeting our clients and their families. When they share their goals for the future, I like being part of obtaining those goals.