Broker Check

Meet the Team

Moffatt Financial Strategies

Derek J. Moffatt, CFP®

Derek J. Moffatt, CFP®

Principal and Financial Advisor

(682) 747-0134

(817) 336-6303

Brandy Barela

Brandy Barela

Client Service Associate

(682) 747-0134

(817) 336-6303

Linda Banfy

Linda Banfy

Marketing Director

(682) 747-0134

Joslin Burr

Joslin Burr

Business Relationship Lead

682-747-0134

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