Practice Snapshot
How I Help:
Business Planning
Who I Help:
Details Coming Soon
About Me:
Margaret (Peg) C. Thomas has a lifelong tie to the world of finance, rooted in her upbringing and early professional experiences. Born and raised in the picturesque landscapes of Franklin County, Vermont, Peg's journey into the financial industry commenced at a remarkably young age. At just 15, she embarked on her career trajectory by joining her father's business, immersing herself in the intricacies of the financial realm. Driven by a thirst for knowledge and a passion for numbers, Peg pursued her education alongside her burgeoning career. She earned an associate degree in accounting, fortifying her understanding of financial principles and practices. With her newfound expertise, Peg's role within the business expanded, evolving from an entry-level position to overseeing all operational facets.
Peg's dedication, decision-making, and leadership prowess became increasingly evident. Her adept management of operations earned her the trust and respect of colleagues and clients alike. Peg eventually assumed the reins of the practice, shouldering the responsibility of steering it towards continued success.
Beyond the financial world, Peg finds joy amidst the woods of Franklin County, where she resides with her faithful companion, Luna, her beloved dog. Surrounded by a delightful menagerie of other furry and feathered creatures, she gets to enjoy the serenity of nature and the simple pleasures it offers A voracious reader as well, she immerses herself in the realms of literature, finding enlightenment and entertainment within the pages of diverse narratives.
CRN202702-5864633
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
