Peggy Knobbe joined the Wamhoff Financial Planning team in the autumn of 2005. She started as an operations specialist where she was directly involved in the client account paperwork process. After a short period of time, she transitioned into the role of investment professional by attaining her Series 7 and Series 66 securities licensure. After attaining both securities licenses, she also completed the required examinations to procure her Life and Health insurance license. Peggy is directly affiliated with Calton & Associates, Inc., where she serves as both a registered representative and an investment advisor representative. Today, Peggy leads the customer service team at Wamhoff Financial Planning and recently was named to the executive management team at the firm.
Peggy regularly interacts with prospective and existing clients where she focuses her efforts on providing exemplary customer service. Her primary objective is to help each client household achieve long-term financial success by utilizing investment and retirement plans which are designed to suit the individual client’s personalized financial goals and objectives. As she has in the past, her desire to further her education and understanding of the ever-changing financial industry continues unabated. While among members of our firm she is known as “PK”, to our clients she is always a valuable resource eager to assist them with any questions or challenges that life throws their way.
During her time away from the office, Peggy loves to spend time with her husband and their two daughters. She also enjoys playing golf with her family and friends.