Steffanie, a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional®, joined the Eagle Wealth Strategies team in 2002 and has a bachelor's degree in finance from Rowan University. She became a partner of the firm in January 2024.
Steffanie is thoroughly involved in all aspects of her client and professional relationships. She is responsible for developing portfolio strategies, designing financial plans, and ongoing monitoring of those plans. She prides herself on establishing a close relationship with each of her clients in order to gain a greater understanding of their financial goals.
A member of Rowan University’s Rohrer College of Business Alumni Advisory Council, Steffanie held the position of President/Chair until her term ended in early 2024. She has previously volunteered her time for United Way of Gloucester County’s Women United and was honored for her work, receiving the first “Women’s Leadership Volunteer Recognition Award” in May of 2012.
Steffanie resides in Mullica Hill, NJ with her husband, Mike, two children, Landon and Brielle, and their Doberman, Kona. When not a work, she enjoys attending sporting events for her children, completing puzzles, and cooking/entertaining for family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.