ELITE ADVISOR COACH
Elite Advisor Coach Peggy Mengel brings an exceptional level of commitment and passion to her coaching. She speaks only from the heart and inspires her clients with enthusiasm and a true desire to make a difference in their lives. She is an expert in helping financial advisors identify what they want, create a plan to reach these goals, and enable them to keep their energy and focus sustained over time to achieve their personal and professional goals.
Mengel brings to her role 25 years of experience at recognized financial leaders Nuveen, Kemper, INVEST Financial Corporation, OppenheimerFunds and LPL Financial Services. This fast-paced and demanding corporate environment enabled her to develop her natural talents in sales, training, management and marketing. Her success was primarily due to her philosophy of constant, never-ending improvement and ability to establish and exceed her own performance goals.
She earned a bachelor’s degree in business management from the University of Illinois and has completed extensive courses in presentation skills. She received her formal coach training and certification from Coach U and keeps her skills fresh by taking part in a range of classes. She is actively involved in the Ophelia Project, a mentoring program for middle and high school girls. As a member of AAUW, she volunteers as a dorm mom for Tech Trek, a camp that encourages girls to focus on STEM careers. She has held the National Association of Securities Dealers Series 7, 63 and 24 licenses.
In her spare time, Mengel enjoys yoga, keeping fit, tennis, reading, movies, fine wines and spending time with her husband, Scott.