Stratton and Company

Sam Magdalein is a Partner at Stratton & Company and an Investment Advisor Representative. Since 2001, Sam has worked with the team at Stratton & Co. to help hundreds of retirees protect their assets from market volatility and excessive taxes, and enjoy their retirement with less risk. Sam is a Jacksonville native and spends his free time with his wonderful wife, and two amazing kids, and he volunteers as the Associate Pastor of his local church. If you're considering working with us, your first conversation will be with Sam. He'll listen closely to your goals, listen to your priorities, and explore whether our planning services may be a good fit for your retirement.

As the founder of Stratton and Company, with over two decades of experience working with retirees, Eric understands their concerns, needs and risks. He's spent his career perfecting the Retirement Clarity Process to help retirees reduce financial risks and enjoy their retirement to the fullest. His unique approach helps retirees budget and plan for the things they've always wanted to do, as well as the potential risks that may keep them up at night. The result? A customized strategy for everything on their list, backed by secure income.

Jake joined the team in 2015, and applies our approach and vision to help clients secure their retirement. He will work with you to help create, implement, and reviews your retirement strategy. He brings passion - and compassion - to each retiree he works with. Thoroughly listening to review and update all client concerns and goals, Jake applies those insights to your retirement strategy. As Mangaing Director, Jake applies his degree in Marketing and Psychology to streamline processes so we can operate more efficiently and better serve our clients. Originally from Indianapolis, Jake enjoys hiking and spending time with his wife and sons.