Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Moffatt Financial Strategies

Brandy Barela

Brandy Barela

Client Service Associate

(682) 747-0134

(817) 336-6303

Debbie Chandler

Debbie Chandler

Director of Business Development

(210) 737-7800

Derek Moffatt

Derek J. Moffatt, CFP®

Principal and Financial Advisor

(682) 747-0134

(817) 336-6303

Joslin Burr

Joslin Burr

Business Relationship Lead

(682) 747-0134

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

(210) 737-7800

Linda Banfy

Linda Banfy

Marketing Director

(682) 747-0134

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

(210) 737-7800

RIA Relationship

Strategic Financial Concepts, LLC (SFC) is an investment advisory firm registered with the SEC. SFC has a network of advisors that offer investment advisory services. Investment advisory services, brokerage services and fees differ. It is important for the retail investor to know the difference. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Strategic Financial Concepts

Brandy Barela

Brandy Barela

Client Service Associate

(682) 747-0134

(817) 336-6303

Debbie Chandler

Debbie Chandler

Director of Business Development

(210) 737-7800

Derek Moffatt

Derek J. Moffatt, CFP®

Principal and Financial Advisor

(682) 747-0134

(817) 336-6303

Joslin Burr

Joslin Burr

Business Relationship Lead

(682) 747-0134

Kristen Wagner

Kristen Wagner

Chief Operating Officer and Partner

(210) 737-7800

Linda Banfy

Linda Banfy

Marketing Director

(682) 747-0134

Reagan Wagner

Reagan Wagner

CEO President and Managing Principal

(210) 737-7800