Peg brings who she is to what she does. She lives her values - in and out of the office. In fact, she's so devoted to realizing those values, they seamlessly blend her personal and professional lives. While Peg strives to help her clients live their best lives, she is driven by the same mantra. She believes deeply in filling her own days with meaning and purpose, and simultaneously focuses on empowering her clients to be able to do the same. For Peg, life is not about one single moment, it's about the full collection of moments. It's this conviction that defines how she guides clients as well,... Read More
Peg brings who she is to what she does. She lives her values - in and out of the office. In fact, she's so devoted to realizing those values, they seamlessly blend her personal and professional lives. While Peg strives to help her clients live their best lives, she is driven by the same mantra. She believes deeply in filling her own days with meaning and purpose, and simultaneously focuses on empowering her clients to be able to do the same. For Peg, life is not about one single moment, it's about the full collection of moments. It's this conviction that defines how she guides clients as well, taking a holistic approach in which all decisions are connected to the priorities, passions and goals that make a life.
Peg integrates relationships and planning. In fact, she believes you can't have one without the other. To be an effective financial steward for clients requires Peg to have a deep understanding of who they are - from their responsibilities and plans to their fears and dreams. She takes pride in her client relationships and in her reputation as a dynamic, tenacious client advocate committed to candor without malice and modeling the fact that actions speak louder than words.
In 2006, Peg created Stutzmann - Moore Wealth Management Group of Wells Fargo Advisors with her husband, Mark. Today clients rely on her deep knowledge and more than 30 years of experience to help them grow, manage, preserve and transfer their wealth. Peg was recognized as a Forbes Top Women Wealth Advisor1 in 2019 and 2020 and as a Forbes Best-In-State Wealth Advisor1 in 2020 and 2021. She has earned several respected professional designations.
Peg was born in Germany and raised in Ann Arbor, where she and Mark currently live. She is steadfast about giving back and supports many local and international nonprofits. Involved in the American Red Cross since she was a kid, she was a volunteer on the Disaster Action Team and is an active member of its women's leadership society, Tiffany Circle, serving on its National Council. Peg is also a former board member of North Star Reach camp. In addition to funding two endowed scholarships for veterans pursuing careers in the trades, she actively supports groups like Fisher Houses of Michigan as well as other organizations including the American Cancer Society, the Alzheimer's Association and the Michigan Theater. She is an avid reader and is dedicated to humanitarian causes, women's issues and spiritual development. A former competitive swimmer, bodybuilder and martial artist, she stays active in her spare time hiking and participating in many fitness-related activities.
1The Forbes Top Women Wealth Advisors and Forbes Best-In-State Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Education:
Michigan State University, B.S. Education
Professional:
Merrill Lynch 1991-1996
First of Michigan 1996-1998
RW Baird 1998-2006
Wells Fargo Advisors 2006-present
Credentials:
CERTIFIED FINANCIAL PLANNERTM professional
Accredited Domestic Partnership AdvisorSM
Certified Private Wealth Advisor®
Certified Retirement Counselor®
Life, accident, variable contracts and long-term care insurance licensed
Certified Financial Planner Board of Standards, Inc. member
International Foundation for Retirement Education member
Investments and Wealth Institute® ambassador
CAR 0221-02792 Read Less