Steffanie, a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® has been a member of the Eagle Wealth Strategies team since 2002. Steffanie holds a Bachelor's Degree in Finance from Rowan University Rohrer College of Business, a Series 7 General Securities license, Series 63 Uniform Securities Agent State Law license, and Life and Health Insurance licenses in the State of New Jersey.
Steffanie is involved in all aspects of our client and professional relationships. She is responsible for developing portfolio strategies, designing financial plans, and ongoing monitoring of those strategies. Steffanie oversees the office's estate settlements and closely coordinates estate matters with the estate attorney, CPA, and family.
Steffanie was a member of the United Way's Fund Distribution process in 2009, reviewing and allocating Gloucester County's Non-Profit agencies' and programs' requests for funding. Currently she serves on the Impact Review Group for Empowering Individuals to Achieve Self Sufficiency. Beginning in 2011, she became a member of the United Way of Gloucester County’s Women United and now is President of the Council. Steffanie was honored for her volunteer work with the United Way and received the first "Women's Leadership Volunteer Recognition Award" in May 2012. A member of Rowan University’s Rohrer College of Business Alumni Advisory Council, Steffanie was named President in 2018. She began to serve as an advisory board member for the Center for Millennial Engagement in Philadelphia, PA.
Steffanie resides in Mullica Hill, New Jersey with her husband Mike, their two children - Landon and Brielle, and their Dobermans, Nova and Kona. When she's not working, Steffanie enjoys spending time with her family, cooking, and entertaining for family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.