team

Our Team

Leadership Team

Effective leaders encourage professional and personal development. Spectrum Financial Group’s senior leadership team emphasizes this culture, and the results shine through with the long-term loyalty and firm experience of our advisors.

Dan Lengyel
Chief Executive Officer Registered Principal
Patrick Thuecks
Chief Executive Officer Registered Principal
Truman Blocker
Senior Partner
Connie Urbanek
Senior Partner Supervisory Officer
Deanie Neece
Senior Partner Chief of Staff
Thomas Zanovich
Senior Vice President
Tahitta Diaz
Senior Vice President
Jeffrey Benson
Sales Manager
Andrea Kim
Sales Manager
Cheryl Pupenbroke
Financial Operations
Katie Marsh
Director of Advisor Relations
Cari Baer
Vice President of Practice Growth and Development
Alex Sandmann
Vice President of Recruiting
Tonice Woods
Managing Associate

Financial Professionals

Our advisors understand that earning your trust is our primary responsibility. They are guided to always act in your best interest while treating you with the same care and consideration as if you were family.

Shiju Abraham

Financial Professional

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Al Alfano

CASL®, RICP®
Financial Planner

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Greg W. Alvis

Financial Advisor

Randy Black

CFP®
Managing Partner/ Financial Planner

Jonathan Bomar

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Brian Carpenter

Financial Professional

Jeffrey D. Cummins

CPA, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional

Website
Jim Fortune

Financial Planner

Jaime Galvan

CFP®
Director of Planning/Financial Advisor

William R. Geiler, III

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Greg Hancock

Financial Advisor

Miles Harris

CFP®, ChFC®, CASL®
Financial Planner

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David Hocker

Financial Planner

Tyler, TX

Jerry Horton

Financial Advisor

Greg Jones

Financial Advisor

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Mark Kashar

LUTCF, CLTC, ChFC
Financial Advisor

Basit Khan

Financial Professional

Matthew Goodrich

Financial Planner

Chuck Mulkey

Financial Advisor

Weston Poulos

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

John Ruckel

LUTC
Insurance Professional

Eric Reed
Financial Services Professional
Benjamin Gerald
Financial Services Professional
M. Scott Slayton

MBA, LUTCF, CLU®, ChFC®, CASL®, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Website
Rich Thompson

Financial Advisor

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Landon Vaughan

Financial Advisor

Hayden Gothard

Financial Advisor

Stephen Luna

Financial Planner

Jason Watson

Vice President

Alex Peña

Financial Planner

Anish Rajput

Financial Services Professional

Jennifer Harvey
Financial Planner
Patrick Kasongo
Financial Services Professional
James Parmalee
Financial Services Professional
Travis Zscheck
Financial Services Professional
Christopher Rivera
Financial Services Professional
Clark Mayer
Financial Services Professional
J. Bradley Lawrence
Financial Services Professional
Siena Wyse
Financial Services Professional
Alyssa Benton
Financial Services Professional
Maxwell Aghazarian
Financial Services Professional
Lucas LeBlanc
Financial Services Professional
Joshua Jones
Financial Services Professional

Support Team

Barbara Reynoso
Senior New Business Analyst
Cathy Lacy
Senior New Business Analyst
Raissa Hausman
New Business Coordinator
Kyra Griffin
Resource Coordinator

Brokerage Team

Cynthia Mook
Brokerage Director

MassMutual Brokerage

Learn more about our Brokerage Team

Our Brokerage Team is committed to helping you grow your practice