Thomas Meyer is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Strategic Financial Concepts since 2012 and has been affiliated with LPL Financial LLC since 2009. Meyer also serves as Vice President of Benefit Planning Group, where he sells various insurance products including health, life, dental, and disability income insurance. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Patrick Taylor is a financial advisor with Strategic Financial Concepts, LLC in Metairie, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Strategic Financial Concepts since 2012 and has also worked with LPL Financial since 2009. Outside of advisory work, he serves on the advisory board of National Financial Alliance, LLC. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Alexander Littlepage is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. He also operated Ye Olde Memories LLC for four years. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, and third-party manager selection, employing fundamental and technical analysis with ongoing supervision and rebalancing.