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About Your Team

Meet Your Retirement Team

We're pleased to introduce your Retirement Team at Stratton and Company, where we help people just like you live out their dream retirement beginning with the Financial Clarity Process.

Since 2001, we’ve helped hundreds of clients do just that. Our clients are living proof that you can enjoy a worry-free retirement — no matter what the markets, and life, may bring.

We want to do the same for you.

A Team Approach

Who will you work with at S&Co.? Your whole team. Instead of a single representative, your retirement strategy will be crafted with the input and work of each team member, specializing in their own unique portion of the plan. From investment review, to income plan creation; from education to implementation and regular analysis, you won't meet with one single "senior" or "junior" staffer, but the best, most experienced member in each unique role.

A Collaborative Approach

You are the most important member of the team. We believe that God was telling us something important when he gave us two ears and one mouth - to listen more than we talk. We do not believe in simply advising you in what to do, but listening to your needs and coming alongside you to help you craft a strategy that you're completely thrilled with.

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GET TO KNOW US

We're Here For Your Retirement

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Eric Stratton
President, Lead Income Planner
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Sam Magdalein
Partner, Investment Advisor Representative
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Cindy Collins
Executive Vice President, Education Director
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Jake Blair
Lead Income Planner
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Amy Proffitt
Client Service Director
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Grace Wilson
Office Manager, Director of Client Events
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Marena Manning
Client Care Coordinator
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Lauren Schultz, CRPC®
Vice President of Operations
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Jeremy Pace
Paraplanner
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Paul Groeschel-Johnson
Paraplanner
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Team Approach
Collaborative Financial Strategies
Watch a Brief Introduction

ON A PERSONAL NOTE

A few more things about S&Co.

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Don't forget your cookies!

Grace, our office manager, bakes fresh chocolate chip cookies for every client who comes to the office! Be careful, they are hard to put down!

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Our client events can't be beat!

Our client events aren't stuffy financial seminars! We have a lot of fun, and you are sure to meet some great retirees there!

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We love Wolfson Children's Hospital

Ever since the Stratton family was helped so much through a difficult time with a child, we have tried to give back with regular toy drives to Wolfson.