Helping people build a secure, meaningful future isn’t a sprint. It’s an ultramarathon. I’m Peggy Richardson, and I work with financial advisors and individual clients to prepare for every mile ahead.

I’ve spent 20 years in financial services, partnering with top advisors, leading high-performing teams, and translating complex planning concepts into strategies people can actually use. Coaching has been the through-line of my entire career. Supporting professionals, mentoring rising talent, and helping individuals gain clarity and confidence in their financial lives.

A sabbatical shifted everything. Stepping back to focus on wellness, motherhood, and mountain ultramarathons gave me a new perspective on what endurance really means, in life, in planning, and in the choices we make when things get hard.

Now I’m back with renewed purpose. I help advisors strengthen their practices with strategies that endure, and I coach individuals through life transitions and financial decision-making with a focus on clarity, resilience, and alignment.

For me, it all comes down to this: preparation, consistency, and heart can take you farther than you ever imagined.

Let’s go the distance together.