Peggy joined the Coordinated Financial Services team in the Winter of 2019 as an office manager and has quickly made herself indispensable to staff and our clients. Peggy performs a variety of critical duties for Coordinated Financial Services including client communication, resource management and providing support to the staff.
Prior to joining Coordinated Financial Services, Peggy spent nearly 20 years with Multi-national Companies serving in office management, process development and executive support roles. Peggy has been honored with Oracle’s Pacesetter award for her contributions and management of the transition of a complex technical support system. She has also earned the “Making the Best of the Worst” award from JD Edwards for her exceptional ability to resolve client issues.
Peggy is married, has one son and four granddaughters. Peggy is a native of Colorado and enjoys hiking the Colorado mountains and spending time with her family.