About Peg

When my twins hit high school my husband Bill and I did a deep dive into all things college and quickly realized it had become much more complicated than when we were kids. I could see too, that friends and colleagues were confused about options for their own families, overwhelmed by financial aid and application paperwork and seriously stressed.

I had this AHA! Moment, realizing that I could combine my decade of experience in financial planning and wealth management with my in-depth knowledge of college financial planning and effect positive change for families in an area that is really important to me.

So, I founded Way to the Quad. Since then I have supported hundreds of families. With my guidance they understand, what I affectionately call, the crazy world of financial aid and more importantly they understand where they fit so they can realize discounts on the cost of college. Education was a game changer in my life and I truly enjoy working with families to make college a reality for their kids.

I created a proprietary process that I call The Journey To College Made Easy. I guided my kids through this process. They both had awesome college experiences and are thriving as adults. And Bill and I did this without jeopardizing our retirement. You can do this too!

I earned my undergraduate degree from Cornell University and my graduate degree from Indiana University. I hold a Series 66 registration held by Triad Investment Management. I am a frequent speaker at schools and organizations where I educate families so they can better navigate the college financial planning process. I am a proud native of New Jersey and live outside of Seattle with my husband. Outside of work, I enjoy yoga, walking my bullmastiff, Aisling and traveling.

My professional affiliations include: