Peggy

Peggy Westmoreland serves as an Operations Assistant. Peggy assists Tary with trade preparation & verification. She also helps with database entry and various administrative projects. She and her husband, Jim, have two daughters, Calli and Lindsey, and two grandchildren, Donovan and Evee. They also have a black Labrador named Zeke. Peggy enjoys her job, sewing, cooking, reading, and playing with her dog and grandchildren.

Providing investment advice, products and service to investors in Central Texas since 1982.
Investment Advisory Services offered through The Personal Wealth Coach® an SEC Registered Investment Adviser, 918 N Main Street, Salado, TX 76571
800-914-7526/254-947-1111. Please contact your tax and/or legal advisor for tax or legal information. Past Performance is no guarantee of future returns and investments may be priced higher or lower when sold than when bought. Information herein has been obtained from sources deemed reliable but no guarantee or warrantee of accurateness of completeness is made or implied. This is not an offer or solicitation to buy or sell any security.