Meet Jon

Jon Headshot

Hi. I’m Jon Stamberger.

I’m a CERTIFIED FINANCIAL PLANNER™ and Investment Adviser Representative with Eagle Strategies LLC. My practice is now in its 15th year and I truly love what I do!

Many people wonder why I do what I do. After a 12-year career in marketing with about half of those years working on marketing programs for financial companies, I began to feel I’d enjoy working with clients so much more. I also saw so many mistakes that people I knew were making in their financial lives and the damage they caused them and their families later. These were friends and family members! I knew I could make a difference.

Today I help people take control of their financial goals and build plans to retire on their terms. My clients value the advice and information I share with them but more importantly they value the relationship they have with me. We’re friends! I know them. We get know each other. Many of them feel like they’re my only client because of the level of care and service they receive from me. That’s what I shoot for every day.

Personally, I’m a 6th generation Clevelander who grew up in small-town Newbury, Ohio. I have two degrees from Cleveland’s own Case Western Reserve University (a B.S. in Management Science and an MBA). While finishing that MBA, I met my wife Sue in a golf league. Our first date was at a Cleveland Indians game and we’ve now been married for over 20 years. We live in Highland Heights, Ohio. Our son Derek is a student at Miami University.

We’re all golfers and love to go on golf vacations together. We’ve played some great courses the last few years including Pebble Beach, Kapalua’s Plantation Course and TPC Sawgrass. We’re also long-time Cleveland Indians fans who are still searching for that elusive World Series championship!

That’s a little about me. I hope we can get to know each other soon.

Jon Headshot

Hi. I’m Jon Stamberger.

I’m a CERTIFIED FINANCIAL PLANNER™ and Investment Adviser Representative with Eagle Strategies LLC. My practice is now in its 15th year and I truly love what I do!

Many people wonder why I do what I do. After a 12-year career in marketing with about half of those years working on marketing programs for financial companies, I began to feel I’d enjoy working with clients so much more. I also saw so many mistakes that people I knew were making in their financial lives and the damage they caused them and their families later. These were friends and family members! I knew I could make a difference.

Today I help people take control of their financial goals and build plans to retire on their terms. My clients value the advice and information I share with them but more importantly they value the relationship they have with me. We’re friends! I know them. We get know each other. Many of them feel like they’re my only client because of the level of care and service they receive from me. That’s what I shoot for every day.

Personally, I’m a 6th generation Clevelander who grew up in small-town Newbury, Ohio. I have two degrees from Cleveland’s own Case Western Reserve University (a B.S. in Management Science and an MBA). While finishing that MBA, I met my wife Sue in a golf league. Our first date was at a Cleveland Indians game and we’ve now been married for over 20 years. We live in Highland Heights, Ohio. Our son Derek is a student at Miami University.

We’re all golfers and love to go on golf vacations together. We’ve played some great courses the last few years including Pebble Beach, Kapalua’s Plantation Course and TPC Sawgrass. We’re also long-time Cleveland Indians fans who are still searching for that elusive World Series championship!

That’s a little about me. I hope we can get to know each other soon.

family pictures
family pictures
family pictures

family pictures