Steffanie, a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® has been a member of the Eagle Wealth Strategies team since 2002.
Steffanie is involved in all aspects of our client and professional relationships. She is responsible for developing portfolio strategies and the implementation and ongoing monitoring of those strategies. Steffanie oversees the office's estate settlements and coordinates estate matters with the estate attorney, CPA, and family. Her involvement in preparing portfolio review reports as well as conducting the review meetings allows her to maintain a close relationship with the team's clients.
Steffanie holds a Bachelor's Degree in Finance from Rowan University, a Series 7 General Securities license, and Life and Health Insurance licenses in the State of New Jersey. Her CERTIFIED FINANCIAL PLANNER™ certification was received in November of 2009.
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's Women's Leadership Council and now is President of the Council and Chair of Membership Committee. Steffanie was honored for her volunteer work with the United Way and received the first "Women's Leadership Volunteer Recognition Award" in May 2012. Steffanie is also Treasurer for Rowan University's Rohrer College of Business Alumni Advisory Council.
Steffanie resides in Mullica Hill, New Jersey with her husband Mike, their two children - Landon and Brielle, and two dogs - miniature schnauzer, Bella and Doberman, Jada. 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.