Margaret “Peggy” Eppert

Office Administrator

BIO

Peggy is the warm, friendly voice you hear when you call Northern Edge—and the first smile you see when you walk through our door. She makes clients feel at home right away, greeting you by name, helping with check-in, and making sure you’re comfortable before your meeting.

Behind the scenes, Peggy keeps our day running smoothly: coordinating schedules, preparing meeting files, routing calls to the right person, and tracking follow-ups so nothing slips through the cracks. Clients appreciate her kindness, calm manner, and quick help when they need directions, documents, or a last-minute change.

In short, Peggy sets the tone—welcoming, organized, and genuinely happy you’re here.

Areas of Expertise

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Margaret “Peggy” Eppert

Let’s start the conversation. Use the form below to contact

Margaret

 directly. Whether you’re ready to build a plan or just need a second opinion, he’s here to help.

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Let’s Build Your Financial Future—Together

Whether you're planning for retirement, navigating a life transition, or simply want more clarity around your investments,

Margaret

 is here to help. Book a one-on-one meeting and take the first step toward a strategy built just for you—with honesty, clarity, and calm.

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Margaret
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