Team

 

Since StratWealth® was founded in 1991, the team has impressively grown to include a broad range of professional designations. Our strong financial advisory team is committed to ongoing learning to ensure our clients always receive the best and most up-to-date services and advice — all while staying one step ahead of your Next.

Click to learn more about the StratWealth team and expertise:

 

James K. Eichelberger, CFP,® AIF®
Partner/Chairman

James has been listed as one of the 250 Top U.S. Advisers in Worth Magazine in 2001, 2002 and 2004, and is the 2015 recipient of SmartCEO’s Money Manager Award. Active as a financial planner since 1988, James is a past President and Chairman of the Board of Directors of the Maryland Institute of Certified Financial Planners. He has served as Chairman of the small business development committee of the Baltimore City Chamber of Commerce and has chaired several special events, including the Executive Dialogue Group and the Small Business Roundtable. He is also a member of the board of directors for USA Bobsled & Skeleton (USABS) and Archbishop Spalding High School. Quoted extensively in the local press, James was selected to serve on a panel of CFP®s to answer readers’ questions at USA Today.

Born and raised in Washington, DC, James is a 1983 graduate of Elizabethtown College in Pennsylvania, with a Bachelor of Science degree in Business Administration. He graduated from the College for Financial Planning in Denver and earned the CFP® designation by the Certified Financial Planner Board of Standards in 1991. He lives in Severna Park, Maryland, with his wife, Maryrose, and two daughters.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 104

James M. Griesser, CFP,® AIF®
Partner/Chief Compliance Officer

Jim has been active in the financial planning industry since 1987, with well over 25 years of experience, and has been a Partner in StratWealth since it’s inception in 1991. Jim enjoys the relationship he has with his clientele, as he helps to manage and monitor their personal and financial goals.

Jim graduated from the University of Maryland with a Bachelor of Science degree in Business Management. He graduated from the College for Financial Planning and earned the CFP designation by the Certified Financial Planner Board of Standards in 1992. In addition, Jim maintains the Accredited Investment Fiduciary designation (AIF®), which further acknowledges his desire to consistently recommend what is absolutely in the best interest of the client. Jim attends educational events regularly, in an effort to stay abreast and to improve his skills.

Jim has a passion for spending time with his family, his wife Eileen and their three children, residing in Arnold, Maryland. He enjoys a variety of activities that include running, hiking and biking. In addition, Jim has a huge interest in travel and visiting new parts of the world.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 107

Gary P. Desjardins, CFP,® CRPS,® AIF®
Partner

As a past Vice President of a national bank, Gary’s background serves him well in the area of bank products and services, including retail and commercial lending. In 2002 he was recognized by the College for Financial Planning as a Chartered Retirement Plans Specialist (CRPS®) and is qualified to design retirement plan solutions for businesses. He also holds the accredited Investment Fiduciary (AIF®) designation. As a member of the Financial Planning Association, he stays current with trends in the industry and legislative changes.

A native of Concord, New Hampshire, Gary moved to Salisbury, Maryland in 1985 where he graduated from Salisbury State University with a Bachelor of Science degree in Business Administration. He graduated from the College for Financial Planning in Denver and earned the CFP® designation from the Certified Financial Planner Board of Standards in 1998. Gary serves the community as a professional partner for many community philanthropies, such as Hope and Life Outreach (HALO), Salisbury Salvation Army, Hazel Outdoor Discovery Center, and the Peninsula Regional Medical Center Foundation. He also serves as a member of the Greater Salisbury Committee. He lives in Salisbury, Maryland with his wife Tracy and their two children.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.341.0026 ext. 212

Jennine Ramsey LaCroix, CFP,® MBA, AIF®
Partner

Jennine began her career at a financial planning firm in Glen Echo, Maryland, as an Assistant Portfolio Manager. In 1996 she joined StratWealth as a Portfolio manager, and is currently a client adviser and partner with the firm. Jennine is a member of the Financial Planning Association, and holds multiple financial credentials: Accredited Asset Management Specialist (AAMS®) designation, Chartered Mutual Fund Counselor (CMFC®) designation, and Certified Financial Planner™ (CFP®) designation.

In 1992, Jennine graduated from Marymount University with a Bachelor of Business Administration Degree in Finance. While working full time, she continued her education at Marymount and completed her MBA degree with a concentration in finance in 1995. Jennine lives in Annapolis, Maryland with her husband Christopher and two daughters.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 114

James DeCarlo
Chief Executive Officer

James DeCarlo

Jim DeCarlo is a thought leader with more than two decades in the global retirement and financial services market. He commands a vast experience in private and corporate business gleaned from prior positions as VP of Distribution for a boutique broker dealer, executive board membership of a multi-billion dollar fund management firm and others. Possessing a unique flair for leadership, team building, change management and inspiring project management, his passion is ‘intersecting’ these experiences to improve individuals, teams, shareholder value and the financial services industry as a whole. Jim has a track record of helping organizations design, build and operate businesses that work. His passion for success is infectious.

Originally from Ellicott City, Maryland, Jim is a graduate of Towson University, a former All-American and professional indoor lacrosse player and the proud son of Art DeCarlo — a member of the famous 1950’s Baltimore Colts team. In his spare time, he mentors young executives in Howard County Leadership, serves as a board member and director of coaching education for Howard County Lacrosse and lends his business acumen to the local community as a coach and speaker. Along with his wife and four children, he returned to Maryland in 2011 from living abroad in Australia.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 130

Joseph P. Garrison, CFP,® AIF®
Partner

Joe is a Partner at StratWealth. He joined StratWealth in 1999 and his past roles include service as Director of the firm’s Investment Research Division, and Chairman of the firm’s Investment Committee. Joe is a member and past President of the Financial Planning Association of Maryland. He has also taught financial planning courses for the National Endowment for Financial Education and volunteered at Junior Achievement’s Biz Town. He is a graduate of Leadership Howard County’s Premier program and serves on their Finance Committee. He has also been featured and quoted in various local and national media, including The Wall Street Journal Magazine, SmartMoney, the Washington Post, the Daily Record and the Gazette.

Joe earned the Certified Financial Planner™ (CFP®) designation in 2003, and the Accredited Investment Fiduciary (AI®) designation in 2014. He is a graduate of Western Maryland College (renamed McDaniel College) with degrees in Business Administration and Accounting. Joe lives in Columbia, Maryland, with his wife and their children.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 111

Kimberly S. Magaha, CFP,® AIF®
Partner

Kim joined StratWealth in 2004 and has served in many roles in the firm. Currently she is an Advisor and Partner. A member of the Financial Planning Association, Kim serves on the Advisory Council for Salisbury University’s Franklin P. Perdue School of Business Department of Economics and Finance, volunteers for Junior Achievement of the Eastern Shore and has served on the Board of Directors of Habitat for Humanity of Wicomico County.

Kim earned her Certified Financial Planner™(CFP®) designation in 2006 and her Accredited Investment Fiduciary® (AIF®) designation in 2007.  She graduated Magna Cum Laude in 2003 from Salisbury University’s Franklin P. Perdue School of Business with a Bachelor of Science degree in Finance and a Bachelor of Science degree in Business Management. She lives in Salisbury, Maryland, with her husband Garrett and their children.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.341.0026 ext. 211

Patricia B. Achterhof, CPFA,® RPSM,® AIF®
Chief Operating Officer

Currently the Chief Operating Officer for StratWealth, Patricia has served on the firm’s Investment Committee for several years and presently sits as Vice Chair. In 2010, Patricia began working at StratWealth soon after completing her Registered ParaplannerSM designation from the College for Financial Planning in Denver, Colorado. She joined the Qualified Plans division in 2011, and received her Qualified Plan Financial Consultant credentials through the American Society of Pension Professionals & Actuaries in 2013.

Attending the University of North Carolina, Wilmington, Patricia graduated Magna Cum Laude with University Honors in both her Bachelor of Arts and Bachelor of Fine Arts degrees in 2006. She is active in her community and is a candidate in the Leadership Essentials program through Loyola University Maryland and Leadership Howard County. Originally from Farmington, Connecticut, Patricia currently resides in Halethorpe, Maryland with her husband Jeffrey and two daughters.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 113

Amanda N. Campbell, CFP,® CDFA, AAMS,® AIF®
Director of Portfolios & Planning

amanda campbell

Joining StratWealth in July of 2010, Amanda currently serves as the Director of Financial Planning. In July of 2013, she was conferred with the CFP® designation by the Certified Financial Planner Board of Standards. She is an active member of the Financial Planning Association (FPA), where she serves on the Community Outreach Committee for the Maryland Chapter. Amanda is a current candidate of the Leadership Essentials program through Loyola University Maryland and Leadership Howard County

As a CDFA™ professional, since April of 2014, Amanda helps clients determine the short-term and long-term financial impacts of any proposed divorce settlement. Her background in financial planning has provided her with the needed skills to analyze and provide expertise to both clients and attorneys related to the financial issues of divorce.

Amanda is a graduate of McDaniel College with a Bachelor of Arts in Business Administration, Economics, and Accounting Economics with a Minor in Accounting. In her free time, she serves as a volunteer wish granter with the Make-A-Wish Foundation of the Mid-Atlantic, Inc. and enjoys spending time with her friends and family. Amanda currently resides in Laurel, Maryland with her husband and their two labs.

This email address is being protected from spambots. You need JavaScript enabled to view it. , 410.988.9494 ext. 135

 

Team Directory

Patricia Achterhof
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410.988.9494 ext. 113

Megan Bondhus
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410.988.9494 ext. 100

Amanda Campbell
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410.988.9494 ext. 135

Patricia Coelho (Pat)
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410.988.9494 ext. 101

Kayla Crays
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410.988.9494 ext. 153

Kerry Dalson
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410.988.9494 ext. 103

James DeCarlo
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410.988.9494 ext. 130

Gary Desjardins
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410.341.0026 ext. 212

James Eichelberger
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410.988.9494 ext. 104

Joseph Garrison
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410.988.9494 ext. 111

James Griesser
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410.988.9494 ext. 107

Richard James
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410.988.9494 ext. 117

Jennine Ramsey LaCroix
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410.988.9494 ext. 114

Kimberly Magaha
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410.341.0026 ext. 211

Joyce Mahabier
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410.988.9494 ext. 146

Samantha Paul
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410.988.9494 ext. 120

Jennifer Satchell
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410.341.0026 ext. 217

Samia Reed
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410.988.9494 ext. 143

Benjamin Scrivener
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410.988.9494 ext. 138

Karla Sturmfels
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410.341.0026 ext. 215

Lenis Wilhelmi
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410.341.0026 ext. 216

Joshua Williford
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410.988.9494 ext. 144

 

 
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