Peggy has been the sole owner of Priority Planning LLC, a tax preparation and financial services practice, since 1986. She added her divorce planning business in 2003; in order to devote all her time todivorce planning, she sold her entire financial planning practice in 2005. Peggy’s focus today is centered on assisting divorcing clients with financial matters, including a specialization in forensic accounting and fraud examination. She has testified in court on behalf of her clients.
Among the major accomplishments in her career, she taught in the CERTIFIED FINANCIAL PLANNER program for 14 years and she is past-president of the Greater Chicago Chapter of the Institute of Certified Financial Planners (1999-2000).
Peggy received a Bachelor of Arts (BA) in finance at Mundelein College and a Master in Business Administration (MBA) at Loyola University. Among her professional credentials and designations are the passing the Certified Public Accounting exam in 1981, CERTIFIED FINANCIAL PLANNER certificant (1985) and Certified Divorce Financial Analyst® (CDFA™) in 2003. She completed her Certified Fraud Examiner (CFE) designation in 2007.
She is a member of the National Association of Tax Professionals (NATP), a member of the Association of Certified Fraud Examiners (ACFE) and President of Divorce Illinois for 2008 – 2014. She was the 2013 chairperson of the ADFP national conference in Chicago, Ill and is currently on the 2015/2016 Board of Directors of the ADFP.
Peggy has appeared in an expert capacity on many television and radio shows and has been quoted in the Chicago Tribune, the Chicago Sun-Times, Mutual Funds Magazine and Financial Planning magazine. She has been featured by WSJ.com about her divorce detective work. She had an article published in May, 2012, in Financial Planning magazine. In 2015, Divorce Magazine published her article on “Divorce and Financial Fraud”. This article was subsequently picked up by the Huffington Post online.
She enjoys public speaking and never turns down an invitation to promote divorce financial planning and fraud investigation to the public or to speak to her colleagues on more technical matters. Over the years, Peggy has spoken at many Bar Association functions about divorce dissipation and fraud in marriage. She spoke in Toronto at the IDFA in May, 2013 and New Orleans in May, 2015. Last August she spoke at the Federal Reserve Bank of Chicago for the ACFE as their keynote luncheon speaker, as well as numerous other webinars and speaking engagements.