A member of the financial services community since 1997, Peggy Klostermann-Elliott began her career with MassMutual Life Insurance as an agent, and later became a broker and Chartered Financial Consultant (ChFC).
As a ChFC, Peggy pledges to place her clients’ interests above all else when helping to establish financial goals and implement a financial plan. She is committed to a strict code of ethics, and to providing her clients with superior personal service.
While her main focus at Silver Creek Financial is retirement plans, Peggy also assists clients in life, disability and long-term care insurance as well as college planning needs. She feels an overall review of all areas is important to financial success.
Peggy earned a Bachelor of Science in Business from Eastern Illinois University (Charleston), where she majored in Finance with a concentration in Accounting. She holds Series 6, 63 and 65 FINRA registrations and is licensed to offer life, health and variable annuity contracts.
Check the background of this investment professional on FINRA’s BrokerCheck.