Get to know Sam Magdalein, co-founder of Stratton & Company and Investment Advisor Representative
Sam Magdalein is an Investment Advisor Representative and Founding Partner of Stratton & Company. 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 is a volunteer minister at his local church.
New clients typically meet with Mr. Magdalein first, to determine the goals and concerns that they would like to address in their retirement planning, and see if Stratton & Company may be a good fit for their planning needs. Investment advisory clients also meet with him regularly to manage their portfolio.
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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 an Investment Advisor Representative and Founding Partner of Stratton & Company. 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.
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 there to help craft the plan, explain the parts, answer your questions, and execute the strategy.
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 implement the technical details of your plan with attention to detail, and review your strategy on an ongoing basis to reallocate assets as your needs - and the economy - change.
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 analyze and recreate your plan to addresses them all in the best way possible.
When he isn’t helping retirees with their strategies, Jake applies his interest in technology and B.S. 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 son.
Amy joined S&Co. in 2013, with a strong background in hospitality and white glove customer service. She leads client onboarding and transfer paperwork, and clients love her for her quick, careful responsiveness, and attention to detail. She makes the process of becoming a client enjoyable!
Amy moved north to Jacksonville in summer of 2013 with her high school sweetheart and husband of 25 years, Derek. They have four children and a grandson.
Originally from Richmond, Virginia, Grace moved to Jacksonville in February 2017. Grace attended The University of South Carolina and graduated early with summa cum laude honors in December 2012. Since then, she has spent her career as an event planner, and joined Stratton & Company to give clients memorable, enjoyable client events and service. When you call, you won't get a machine or phone tree, you will hear Grace's friendly welcome! And when you visit, she will have a box of our famous fresh-baked cookies waiting for you.
Grace enjoys spending time with her fiance, David, and their German shepherd, Cali, whether that’s on a hike or simply curled up on the couch. She also loves traveling and watching football — especially if her alma mater is playing! Go Gamecocks!
Kristi has been a valued member of the Stratton team since 2005. Often working behind the scenes, she helps us finalize essential documentation and maintain the highest level of service for our clients.
She lives in Yulee with Andy, her high-school sweetheart and husband of 20 years, their two sons, Blake and Dane, and their mini-Dachshunds, Reggie and Winnie.
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.
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!
Our client events aren't stuffy financial seminars! We have a lot of fun, and you are sure to meet some great retirees there!
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.