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Team Spotlight:  Peggy Foutz, Administrative Specialist

Team Spotlight: Peggy Foutz, Administrative Specialist

July 08, 2016

Join us in welcoming Peggy Foutz to the FAS team. Peggy’s role will be within our talented Administrative group, helping provide guidance and account services to our clients.

Peggy brings over 27 years of experience in the industry to the FAS team. She holds series 7, 63, 66 and 8 licenses and is also licensed within the state of Ohio for life insurance, health insurance and variable annuities.

Peggy is a member of the Greenville Business and Professional Women’s Group, and serves on the Board of Directors for Big Brothers Big Sisters of Shelby and Darke Counties. She currently resides in Greenville Ohio with her husband Keith.

Q: "How do you feel FAS helps to affect people’s lives for the better?

 A: “FAS helps clients with a total financial plan – from creating cash reserves for emergency needs to saving for retirement and /or college. They look at the complete client picture including tax ramifications and urge their clients to work with an attorney in creating their estate documents. A customized plan is created for each client depending on his or her personal needs and goals. This helps create financial security and freedom for their clients.”