Meet Our Team

Steff, 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.

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Steff 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. Steff also oversees the firm’s estate planning and estate settlement needs for their clients.

 

A former member of Rowan University’s Rohrer College of Business Alumni Advisory Council, Steff 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.

 

Steff 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.