
Meet Peggy Ogilvie, a seasoned finance and accounting professional with nearly 40 years of experience, proudly serving as a Principal at Peggy's Heart Thoughts in Utah. With 31 years of senior leadership experience in Finance and Accounting, Peggy has a proven track record as the Global Accounts Payable process owner, expertly managing global processes, implementing system improvements, and training teams across various international locations.
As a holder of the NSSA® designation in Social Security planning, Peggy Ogilvie brings specialized knowledge of Social Security planning to every client relationship.
Peggy’s extensive background in finance has equipped her with robust financial expertise, making her a dependable leader and a respected professional in the social security advisory field. Her collaborative approach ensures that she works seamlessly with departments such as Internal Audit, HR, Payroll, Treasury, and Cyber Security, always focused on enhancing operational effectiveness and client satisfaction.
Having completed her NSSA certification, Peggy is also pursuing IRMAA/Medicare certification to further enhance her capabilities in Social Security and Medicare planning. She prioritizes accuracy and professionalism, striving to help her clients feel informed and cared for every step of the way.
With a solid educational foundation in Business Management and Computer Science, along with excellent skills in MS Office and Adobe Pro, Peggy is well-prepared to assist you with your financial planning needs. When she’s not helping clients, Peggy enjoys traveling, spending quality time with her husband, children, and four grandchildren, and embracing life's beautiful moments. Discover the difference Peggy can make in your financial future and feel confident in your social security and Medicare planning today.
Effective Date: 17 April 2026 Prepared by: P. Oglivie This financial disclosure is provided for informational and educational purposes only and is not intended as personalized financial, investment, tax, or legal advice. The information presented is based on my understanding as of the date provided and may be subject to change. I make no representations or warranties regarding the accuracy, completeness, or reliability of this information. I shall not be held responsible for any financial losses, hardships, or adverse outcomes resulting from decisions made based on this disclosure. If you require personalized financial guidance, you should consult a qualified tax professional, or attorney.
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