San Antonio, TX NE Loop 410 Office

Savannah Forster is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and First Command Financial Planning. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios, third-party managers, and a range of securities, integrating insurance-related activities and multiple LPL program offerings.

Steven Romano is a financial advisor with Strategic Financial Concepts, LLC in Edmond, Oklahoma. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Strategic Financial Concepts in 2016, he has worked with LPL Financial since 2006. Outside of his advisory work, Romano teaches a class at a church affiliated with the Ron Blue Institute. 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.

Richard Edgett is a financial advisor at Strategic Financial Concepts, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Victory Capital Management, Edward Jones, Merrill Lynch, and Simmons Bank. Outside of finance, he operates Texas Range Meats, a small business focused on dehydrated meats and spices. Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, plans, trusts, charitable organizations, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, combining fundamental and technical analysis across various securities, and has a notable focus on insurance-related activities within its multi-team structure.

Coby Huerta is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at LPL Financial, LLC and Charles Schwab & Co., Inc. Huerta has a background that includes employment at St. Edwards University and HEB Grocery. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning and discretionary investment management using model portfolios and third-party managers, with a distinctive focus on insurance-related activities and integration of multiple LPL program offerings.

Richard Tarbell Jr. is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Strategic Financial Concepts since 2019 and has been affiliated with LPL Financial since 2015. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, corporations, and other entities. The firm offers comprehensive financial planning and discretionary investment management that integrates fundamental and technical analysis across various asset classes, and it distinguishes itself through insurance-related activities and multiple LPL-sponsored program offerings.

Adam Straseske is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2009 and at Strategic Financial Concepts since 2008. Outside of his advisory roles, he has authored financial planning content under the name "Home Run Financial Planning." Strategic Financial Concepts provides personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, 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.

Madison Franklin is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding a Series 66 designation and six years of industry experience. Prior roles include positions at LPL Financial and National Financial Alliance. Outside of finance, Madison worked with Boerne Invado Volleyball and was affiliated with the University of Texas at San Antonio. Strategic Financial Concepts, LLC offers personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm employs discretionary investment management, incorporating model portfolios and third-party managers, and is notable for integrating insurance-related activities alongside its investment services.

Kirk Walker is a financial advisor at Strategic Financial Concepts, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Strategic Financial Concepts since 2014. In addition to his advisory role, he works as a financial advisor in insurance at National Financial Alliance, focusing on life, health, long-term care, and disability 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, and business entities. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Brian Jones is a financial advisor with Strategic Financial Concepts, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses, and has 12 years of industry experience. He has worked at Strategic Financial Concepts since 2016 and previously at LPL Financial and CUSO Financial Services. Jones is involved in investment advisory services through multiple entities, including Bubela Wealth Management. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm uses discretionary management with model portfolios and third-party managers, integrates insurance-related activities, and reported discretionary assets under management of approximately $927.7 million as of December 31, 2025.

Reagan Wagner is a financial advisor at Strategic Financial Concepts, LLC with 24 years of industry experience. He has held roles at multiple firms, including LPL Financial and Pinnacle Capital Management. Outside of his advisory work, Wagner serves on the boards of both for-profit entities such as Lytle State Bank and A&B Family Office, Inc., as well as the nonprofit Sports Academy of Wellington. 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, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, offering continuous discretionary management and integrated financial planning.