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How We Serve

How We Serve

Our dedicated team members are committed to providing concierge level of care.  We foster a collaborative environment that is supportive and encouraging for professional and personal growth.  It is this high-level of internal support that allows our team members the ability to provide each client an excellent level of service.

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Meet Our Advisory Board Members

Dean L. Boebinger

Dean L. Boebinger

Director of Tactical Investment Strategies

Debbie Chandler

Debbie Chandler

Director of Business Development

210.737.7800 ext. 127

210.737.7801

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

210.737.7800

210.737.7801

Leah Boatwright

Leah Boatwright

Director of Operations / Private Client Coordinator

210.737.7800 ext. 106

210.737.7801

Patrick Taylor

Patrick Taylor

Owner & President, Benefit Planning Group

504.833.3434

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

210.737.7800

210.737.7801

Tom Meyer

Tom Meyer

Vice President, Benefit Planning Group

504.833.3434

Wayne N. Schwartz

Wayne N. Schwartz

Investment Advisor Representative

512.431.4619

Experienced Professionals 

Experienced Professionals 

Our team of professionals have years of of experience in financial services. We can help you address your current and future needs. We look forward to working with you.

Strategic Financial Concepts has been serving Texas, Oklahoma, Washington, Louisiana, California, Florida and Georgia for more than two decades. Reagan and his team of professionals explain the "whys" behind the planning process and help people gain clarity and confidence to pursue their long-term goals.

It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach. We can help identify potential roadblocks and uncover hidden opportunities.

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