Peggy Rogers

About Peggy Rogers

With over 20 years of experience as a finance leader and COO, I\'ve spent my career focused on managing financial risk and driving revenue growth. Today, I apply that mindset and expertise at Jamieson Financial Services, helping individuals and businesses preserve and grow their wealth through strategic life insurance planning. Life insurance is sometimes misunderstood as merely a risk-protection tool, but it can be a powerful instrument for preserving and growing wealth, providing a tax-efficient way to transfer assets to heirs, since policy proceeds generally pass tax-free. As Jamieson, we focus on designing customized insurance solutions that meet each client\'s wealth protection and estate-transfer goals.I work closely with financial advisors, tax professionals, and legal teams to integrate insurance into holistic estate and financial plans. By leveraging their expertise, we craft tax-efficient, cost-effective strategies for high-net-worth individuals and businesses. The result is financial confidence for our clients.Jamieson Financial is an M Financial Group member firm. As an M Financial Group member firm, we have access to the leading insurance carriers and proprietary products which have lower cost structures specifically priced for high-net-worth clients. M Financial Group also has the buying influence to obtain best underwriting decisions from multiple carriers.Third-party posts found on this profile do not reflect the views of M Holdings Securities Inc. nor its Associated Persons/Affillates. and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and they are not indicative of future performance or success. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Jamieson Financial is independently owned and operated.

Experience

1. Wealth Consultant

   Jamieson Financial Services

   Oct 2024 — Present · Chicago, IL, US

   Jamieson Financial Services is an M Financial Group member firm. M Financial is a leader in life insurance and financial services for high-net-worth clients and successful businesses.

Education

• The University of Chicago Booth School of Business

  MBA, Econometrics and Strategic Management

• Vanderbilt University

  Bachelor of Arts - BA, Economics

Skills

• Mutual Funds
• Portfolio Management
• Investments
• Financial Analysis
• Management
• Financial Services
• Alternative Investments
• Marketing
• Asset Management
• Strategy
• Finance
• Securities
• Business Strategy
• Client Relations
• Hedge Funds