“Real integrity is doing the right thing, knowing that nobody’s going to know whether you did it or not” – Oprah Winfrey

Margaret, “Peggy” joined the Gateway Financial Team in 2000 as a Product Analyst and within a few years constructed her role to include policy issue, policy service, case design, case management and client relationship responsibilities. This initiative and ingenuity has raised her to where she is today. Among her many duties, Peggy leads Gateway’s individual life insurance team, a multidiscipline team of insurance specialists who she actively recruited, hired, trained and to whom she transferred her passion for insurance solutions in legacy planning. Peggy also plays a key role in the development of the Firm’s best practices to improve our client’s insurance experience and she tracks and monitors the firm’s daily activities to assure that those procedures are being followed.

With the talents of an ultimate project manager (i.e., methodical, organized, detail-oriented, resourceful, ability to delegate and a penchant for documenting and tracking practically everything), Peggy has also evolved into Gateway’s resident specialist for managing internal projects; projects ranging from firm and client social events to the acquisition and construction of new office space.

Peggy has demonstrated that she is an instrumental part of Gateway from our clients’ perspectives as well. With life insurance being a lifetime investment, Gateway’s clients want to work with a point-person who was “at the table” when they bought their insurance. Someone who is familiar with their needs, who pro-actively monitors their coverage and who is conversant about how changes in their lives, changes in the insurance industry, changes in the market and changes in tax laws may impact their needs and coverage. Peggy fits that bill. Her strong sense of urgency and accountability, empathy for client challenges, firm grasp of insurance knowledge, actuarial background, years of experience and clear and straight-forward way of simplifying complicated insurance topics have earned her the distinction as the “go-to” person by most of our clients.

Peggy lives in Fox Chapel, PA with her husband Chris and daughter Francesca. She enjoys active pursuits, including hiking, yoga, and biking and she and her family often spend their weekends in downtown Pittsburgh attending the many social and cultural events and venues that Pittsburgh offers. Peggy also likes to volunteer with her daughter for local homeless initiatives. Fun facts: Peggy is an identical twin, and has completed 3 half marathons.

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