Amy has been part of the team since November 2013. Amy handles the appointment setting and coordination for your annual reviews and ensures all clients feel appreciated during the process.
Prior to her arrival here at Stratton & Company, Amy spent over ten years in the administrative offices and events department of a prestigious member-owned country club in South Florida.
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.
Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal, or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor, attorney, or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.
Sam Magdalein: Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company/Heyday Retirement are unaffiliated entities.