Peggy & Deanna
Peggy Curtis & Deanna Sachs, Administrative Assistants
Peggy Curtis & Deanna Sachs, our administrative assistants, will always greet you with a smile, seeking to make certain you feel comfortable. Consistent, excellent customer service are their primary goals!
Deanna keeps busy with our correspondence, data control, and scheduling of appointments. Peggy will be happy to help you with an extra copy of your statement or assist you in viewing your account(s) online. They will both cheerfully provide all assistance possible to help make your investment and financial planning experience an enjoyable one.
Next time you stop by, feel free to discuss the latest book you’re reading or describe a museum you’ve recently visited, as these are both hobbies that Peggy enjoys. If sports are more in your scope of interest, you can discuss the progress of our local teams with Deanna, who is an ardent sports fan!