Eagle Wealth Strategies

Steffanie Lerch is a CFP® with 20 years of experience in financial services. She is currently with Eagle Wealth Strategies, where she has worked since 2023, and previously spent over a decade at Raymond James Financial Services Advisors, Inc. Outside of her advisory role, she is involved in insurance sales and owns Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process using diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.

Christopher Tully is a CFP® professional with 20 years of experience in financial advisory services. He is currently with Eagle Wealth Strategies, where he has worked since 2015, following prior roles at Raymond James Financial Services from 2007 to 2023. Outside of his advisory work, he serves on the board of the Boys & Girls Clubs of Gloucester County, NJ, and owns a tax and accounting services firm, Aerie Tax & Advisory, LLC. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process using diversified model portfolios with a long-term focus, supplemented by an independent third-party consultant, and offers comprehensive wealth management and financial planning services.

Jessica Ortega is a CFP® with 15 years of industry experience, currently serving as an advisor at Eagle Wealth Strategies. She previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Outside of her advisory role, Ortega owns and operates Aerie Tax & Advisory, LLC, a tax and accounting services firm. Eagle Wealth Strategies is a SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on fundamental analysis and diversified model portfolios, supplemented by independent third-party investment consulting and tax services through its affiliated firm.

Ryan Miller is a financial advisor at Eagle Wealth Strategies with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Bank of America, Merrill Lynch, and Ameriprise Financial Services. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process that utilizes diversified model portfolios with a long-term focus, supplemented by third-party consulting and a range of investment options tailored to client objectives.

Melissa Phillips is a financial advisor with Eagle Wealth Strategies holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Grimley Financial Group. Outside of her advisory work, she serves as an executor on a private estate. Eagle Wealth Strategies is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and comprehensive wealth management, employing a fundamental analysis-driven investment process with diversified model portfolios and tactical trading when appropriate.

Erin Fago is a financial advisor at Eagle Wealth Strategies with 4 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Eagle Wealth Strategies in 2023, Erin worked at Raymond James Financial Services and Merrill Lynch. Eagle Wealth Strategies is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment approach using diversified model portfolios of low-cost mutual funds, ETFs, and individual equities with a long-term orientation, supplemented by an independent third-party investment consultant.

Paul Tully is a CFP® with 43 years of industry experience and currently serves at Eagle Wealth Strategies, a firm he has been associated with since 1989 in various capacities. His prior experience includes over three decades at Raymond James Financial Services. He is also president of EWS2, a corporation involved in life insurance and annuity sales. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment process with diversified model portfolios and offers wealth management, financial planning, and consulting services.

Charles Scogna is a financial advisor at Eagle Wealth Strategies with a Series 65 designation and two years of industry experience. Prior to joining Eagle Wealth Strategies, he worked at Association Headquarters, Deptford Township Schools, and Major League Baseball. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios of low-cost mutual funds, ETFs, and individual equities, supplemented by third-party investment consulting and a range of additional investment options tailored to client objectives.

David Koehler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Wealth Strategies. His previous experience includes roles at Janney Montgomery Scott and Raymond James Financial Services. He is a board member of the South Jersey Young Professionals Associates, a nonprofit organization supporting local South Jersey nonprofits. Eagle Wealth Strategies is a SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamental analysis-driven investment process with diversified model portfolios and offers comprehensive wealth management, financial planning, and consulting services.