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Paul M
Series 66
Milton, FL
Strategic Financial Concepts, LLC
Paul Mattke is a financial advisor at Strategic Financial Concepts, LLC with eight years of industry experience. He holds a Series 66 designation and has held roles at Ameritas Life Insurance Company and related Ameritas entities since 2023, as well as prior positions at First Command Financial Planning from 2018 to 2023. Outside of financial services, he is a partner in Barracuda Carpentry and Haul, where he provides carpentry and haul project management. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides comprehensive financial planning and discretionary investment management through model portfolios, third-party managers, and multiple sponsored advisory programs, with a notable focus on insurance-related activities.
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