About Your Team

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.

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.

Schedule a meeting with Sam here.

Cindy has been with Stratton & Company since 2003 and works alongside Eric to create custom retirement strategies for our clients. She is involved in every case at Stratton & Company. From the first time you sit down with us, to the final implementation of your strategy, she is here to  assist you.

Cindy has more than 30 years of experience in the insurance and financial service industry. As Executive Vice President of S&Co., she enjoys working exclusively with retirees to help them realize their goals.

Mrs. Collins has given lectures and created retirement resources on a wide range of topics, including women and retirement, the importance of securing guaranteed income and annuities.

Her work has been featured in key publications including Forbes and Wall Street Journalʼs MarketWatch.

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.

Amy joined S&Co. in 2013, with a strong background in hospitality and white glove customer service. She leads our customer service team, and clients love her for her quick, careful responsiveness, and attention to detail.

Amy moved north to Jacksonville in the summer of 2013 with her high school sweetheart and husband of 25 years, Derek. They have four children and a grandson.

Marena Manning is our esteemed Client Experience Director, celebrated for her dedication and exceptional service to our clients for over a decade. With an unwavering commitment to client satisfaction and a deep understanding of our clients' needs, Marena has been instrumental in fostering strong, lasting relationships. Her expertise in client communication and problem-solving ensures that every client receives personalized and responsive support. Marena's role is pivotal in maintaining the high standards of care and excellence that our firm is known for, making her an invaluable asset to our team and the clients we serve.

Paul Groeschel-Johnson, a valued paraplanner with the Stratton & Company team, contributes his experience in retirement strategies and client services, skills sharpened during his tenure at Principal Financial. At Stratton & Company, Paul plays a key role in supporting our financial services professionals, offering insights that enhance our client-focused approach to retirement planning. His dedication to financial excellence and client success firmly establishes him as an integral part of our team.

 As the Client Onboarding Director, Isabel brings a thoughtful and welcoming presence to every client relationship. A proud Jacksonville native, she’s passionate about giving back to the community she calls home.

Isabel uses her exceptional organizational skills, attention to detail, and clear communication to ensure a smooth and supportive onboarding experience—both for clients and her internal team. With a deep sense of care and professionalism, she plays a vital role in laying the foundation for a well-crafted retirement plan, tailored to each client's unique goals.

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Mila is the first friendly face you’ll see when you walk through our doors and the warm voice you’ll hear when you call. As our Office Manager, she keeps the day-to-day running smoothly—coordinating schedules, managing details, and making sure nothing slips through the cracks. She brings energy, organization, and a passion for creating a welcoming environment for both clients and our team. She’s also the one behind our famous daily fresh-baked cookies. Outside the office, Mila enjoys long walks and discovering new places.

With a degree in education and a strong background in teaching, Will brings a natural gift for communication and a heart for helping people. As our Project Manager, he streamlines office operations for greater efficiency and helps us constantly raise the bar on the service we deliver. Whether it’s coordinating behind the scenes or meeting with clients, Will is always looking for ways to learn, grow, and make a positive impact.

Who will you work with at Stratton & Company? Not just one person, but our whole team will be involved in your strategy. From investments to income, education, to service and regular reviews, there are no "senior" and "junior" planners at S&Co., but rather a dedicated team that specializes in their unique role and works together to craft a plan that is just right for you.