Peg Schluter, CFP®

Manager of Brokerage Operations and Financial Planner
Office Phone: 


Peg Schluter serves as Manager of Brokerage Operations and has been with our firm since 1991. She supervises the day-to-day operations, making sure client accounts and transactions are processed correctly and efficiently, resolving any issues or concerns as they arise. She is also involved with the securities trading for client accounts on a daily basis. In addition, Peg provides investment management services for a variety of clients.

A 1990 graduate of Eastern Illinois University, Peg is also a Certified Financial Planner and is licensed by FINRA as a registered representative of M Holdings Securities, Inc.

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