Eagle Wealth Strategies, CERTIFIED FINANCIAL PLANNER™ Certificant
Eagle Wealth Strategies

Paul, a Certified Financial Planner™ professional and Raymond James registered principal, specializes in providing clients with comprehensive wealth management, retirement and investment planning services. Paul has assisted area families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating a fee-based, independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms. That vision ...more

Paul, a Certified Financial Planner™ professional and Raymond James registered principal, specializes in providing clients with comprehensive wealth management, retirement and investment planning services. Paul has assisted area families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating a fee-based, independent financial planning firm that would serve as an alternative to the traditional bank, brokerage and insurance firms. That vision has resulted in Paul founding Eagle Wealth Strategies, an independent firm affiliated as an advisor with Raymond James Financial Services, Inc., which allows Paul to focus on retirees, professionals, businesses and their families who are seeking a long-term financial planning relationship. In 1981, he contributed two chapters on retirement and executive benefit planning to the book Strategic Planning and Control Techniques for Profit by Dr. Robert E. Pritchard and Bruce M. Bradway. An active member of his community, Paul serves as Chairman of the Board of Directors of the Rowan University Foundation, and as a board member and Vice President of the Gateway Regional School District's Board of Education. Paul also has served as Chairman of the Underwood Memorial Hospital Foundation, President of the Wenonah Athletic Association, and as a board member of The Bank. A graduate of Rowan University, Paul holds a Bachelor's degree in Business Management. On September 28, 2012 Paul received the Distinguished Business School Alumni Award of the Rohrer College of Business. Paul and his wife, Kathy, are long time residents of Wenonah, New Jersey.

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Chris, a Certified Financial Planner™ professional, has been a member of the Eagle Wealth Strategies team since 2006. Previous positions include working as an analyst of money managers in the asset management division of Raymond James' international headquarters in St. Petersburg, FL and as a financial advisor with a major southeastern bank in the northern Virginia and Washington DC area. For Eagle Wealth Strategies, Chris is actively involved in all client relationships, meeting with individu ...more

Chris, a Certified Financial Planner™ professional, has been a member of the Eagle Wealth Strategies team since 2006. Previous positions include working as an analyst of money managers in the asset management division of Raymond James' international headquarters in St. Petersburg, FL and as a financial advisor with a major southeastern bank in the northern Virginia and Washington DC area. For Eagle Wealth Strategies, Chris is actively involved in all client relationships, meeting with individuals, designing financial plans, and researching and monitoring investment selections. He also works on all aspects of employer-sponsored retirement plans for our corporate clientele. Chris is a member of the United Way's Founders Society Committee for Gloucester County, New Jersey. He is also a volunteer for the Boys & Girls Clubs of Gloucester County as a board member and a member of the Finance Committee. Chris holds a Bachelor's degree in Finance from Virginia Tech, a Series 7 General Securities license, and a Series 66 Uniform State Law registration. Chris resides in Philadelphia, Pennsylvania.

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Steffanie, a Certified Financial Planner™ 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 researching investments, developing portfolio strategies and the implementation and ongoing monitoring of those strategies. Her involvement in preparing portfolio review reports as well as conducting the review meetings allows her to maintain a close relationship with the ...more

Steffanie, a Certified Financial Planner™ 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 researching investments, developing portfolio strategies and the implementation and ongoing monitoring of those strategies. 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™ designation was received in November of 2009. She has been a member of the United Way's Fund Distribution process 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 has also become a member of the United Way's "Women's Leadership Council" and was elected Secretary of the Council as well as Chair of the Membership Committee beginning in January 2012. Most recently, she was honored for her volunteer work with the United Way and received the first "Women's Leadership Volunteer Recognition Award" in May 2012. Steffanie resides in Mullica Hill, New Jersey with her husband Michael, their son Landon and their two dogs – miniature schnauzer, Bella and doberman, Jada.

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Jessica joined the Eagle Wealth Strategies team in 2005. Her responsibilities include meeting preparation and research, client reporting, and assisting with plan implementation. In addition, Jessica oversees all operational activities within the office. Her organizational skills help to maintain our firm’s standard of excellence. Jessica holds a Bachelor’s degree in Finance from Rowan University as well as a Series 7 General Securities license and Series 66 Uniform Combined State Law license. S ...more

Jessica joined the Eagle Wealth Strategies team in 2005. Her responsibilities include meeting preparation and research, client reporting, and assisting with plan implementation. In addition, Jessica oversees all operational activities within the office. Her organizational skills help to maintain our firm’s standard of excellence. Jessica holds a Bachelor’s degree in Finance from Rowan University as well as a Series 7 General Securities license and Series 66 Uniform Combined State Law license. She resides in Mantua, New Jersey.

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A member of the Eagle Wealth Strategies team since June 2011, Dana has prior experience in the financial services industry having worked in customer service at a major bank for two years. Her responsibilities include providing a variety of services to our clients and professional advisors. In addition, Dana handles the event planning, website development, social media implementation, and other media relations for Eagle Wealth Strategies. Dana graduated in 2011 from Richard Stockton College wit ...more

A member of the Eagle Wealth Strategies team since June 2011, Dana has prior experience in the financial services industry having worked in customer service at a major bank for two years. Her responsibilities include providing a variety of services to our clients and professional advisors. In addition, Dana handles the event planning, website development, social media implementation, and other media relations for Eagle Wealth Strategies. Dana graduated in 2011 from Richard Stockton College with a Bachelor's degree in Marketing. She resides in Deptford Township, New Jersey.

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