Our Team

Christy Barilotti, CFP®

CEO, President, Financial Adviser

"The longer I am in this business, the more my clients become like my family."

As a Financial Adviser with Eagle Strategies LLC, Christy provides professional guidance through independent, objective financial advice while offering the personal attention for which she is known. She works with people who like to grow and succeed. Christy’s goal is to give you a sense of personal and financial well-being, regardless of how simple or complex your needs may be.

Christy is a CERTIFIED FINANCIAL PLANNERTM professional with a focus and expertise in retirement, wealth preservation, and estate planning and is driven to succeed for her clients. In the field since 1999, she is well known for her principles and skills in the Finance industry.

Christy has received numerous awards and recognitions for her outstanding work.

Achievements

Involvement

  • Member of Phi Alpha Psi Alumni of Ursinus College
  • Member of the 40 Under 40 club in Philadelphia (private club)
  • Member of the Acorn Club, the oldest women’s club of America
  • Member of the Friends of Rittenhouse Square
  • NAIFA National Association of Insurance and Financial Advisors(NAIFA)
  • Member of AALU
  • MDRT – qualifying life member and Court of the Table
  • Supported Seeing Eye®
  • Supported  Fort Mifflin on the Delaware
  • Supported You Matter- raising awareness for mental health and suicide prevention
  • Supported the Legacy Foundation-serving New Jersey’s most vulnerable and at-risk children, youth, adults and families, Legacy Treatment Services serves as the premier resource in the region for residential, behavioral, and mental health needs.
  • Supported Leukemia & Lymphoma Society
  • Supported "Team Solve the Puzzle: A Night for Autism
  • Philadelphia Estate Planning Council
  • Liguori Academy-Liguori Academy is a new private, independent high school located in the Kensington community of Philadelphia.
  • New York Life Insurance Company Political Action Committee

Education

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor’s degree from Ursinus College, Biology and Economics
  • Life, Health and Variable Contracts licenses
  • FINRA Series 6, 63, 65, and 7 General Securities License

Experience

  • Experienced presenter of ‘Taking Control, A Financial Management Workshop for Women’ since 2001.
  • Created "Getting Dressed for Retirement" seminar.

Dina Harnett, ChFC®

Vice President, Financial Adviser

"Helping families build the bridge between living their dreams and financial stability."

Dina Barilotti has been in the financial industry since 2003 when she started as Christy Barilotti’s assistant and as a recruiter for New York Life. With Dina’s prior experience in the demanding industry of restaurant management, it is no surprise when Dina applied the same work ethic and dedication over the years at BWS how she became the Vice-President at Barilotti Wealth Strategies. Christy frequently refers to Dina as the backbone of the organization.

Dina is a graduate of Gloucester Catholic High School and Peirce College in Philadelphia, where she earned her Bachelors of Business Administration. Dina has also completed all of the rigorous courses to earn her ChFC ® designation from the American College. She currently holds her Life and Health License and the FINRA Series 6, 7 and 63 licenses. In 2016, Dina became a qualifying member of the Million Dollar Round Table*.

In addition to business accomplishments, Dina is also certified in SCUBA diving! Dina and her husband, Dan, live in Alexandria, VA where they enjoy traveling, wine tasting and exploring Washington D.C.

Jennifer Harding

Financial Adviser

"Time is most the valuable asset we have. I love that the work I do with my clients creates more time for them to spend with friends and family, and less time worrying about their financial future."

Jennifer Harding, is now one of our veteran advisers. With 6 years of industry experience, she is now in the full swing of things, meeting with clients in both Center City, Philadelphia and around the country.

Jennifer attended Temple University where she earned a B.S. from the Fox School of Business. Right after graduation, Jennifer moved to Sydney, Australia with her now husband. Upon returning to United States she began working with New York Life and promptly joined Barilotti Wealth Strategies 2 years later.

Once she got back she began working for New York Life Insurance Company and fell in love with a career in finance. She quickly earned her series 7, 66, 6, and 63.

Over the last 5 years Jennifer has qualified for 5 New York Life Executive Councils! She is on the Board of the Pediatric Cancer Foundation of the Lehigh Valley, The Founder and Chairwoman of the Board of the Bethlehem Catholic High School Alumni Association, Fox School of Business Program Committee Member, and Access Matters Finance Committee Member.

But perhaps most importantly, Jennifer loves spending time with her husband James, and two dogs Jack and Penny. If you’re having a rough day, stop by the office and play with the dogs who are most likely sitting by Jennifer’s feet.

Alexander Snyman, CRPC®

Financial Adviser

"My goal is to give you the peace of mind to focus on what matters most. I believe our work will both help you achieve your goals and enjoy life along the way."

Alexander Snyman, a Chartered Retirement Planning Counselor, joined Barilotti Wealth Strategies in 2015. His expertise revolves around retirement, investment, and risk management planning. Alex focuses his practice on serving busy professionals who are overwhelmed with competing priorities – career goals, time with family, travel, and personal hobbies.

His background and knowledge allow him to take complex financial goals and create meaningful and simple steps in a comprehensive plan. Alex is very open-minded when it comes to working one-on-one with his clients and brainstorming new strategies.

Before joining the team, Alex was recognized at his previous firm as a top-performing adviser, serving as a financial planner, district manager, team lead, and advisor coach. Alex has a dual BS in Finance and Economics from West Chester University and completed his CRPC® at The College for Financial Planning. When he is not working Alex enjoys spending time playing guitar, writing and recording music, traveling, and enjoying anything car-related.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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