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.

Patrick Thuecks

Managing Partner

Dan Lengyel

Managing Partner

Registered Principal

Connie Urbanek

Senior Partner

Supervisory Officer

Jeffrey Benson

Sales Manager

Feroz Moloo


Truman G. Blocker, CFP®,CLU, CFS

Senior Partner

Deanie Neece

Senior Partner

Chief of Staff

Katie Marsh

Director of Development

Practice Development Specialist

Tandy Mitchell

Director of Marketing

Andrea Kim

Sales Manager

Greg Foster

Managing Associate

Cheryl Pupenbroke

Financial Operations


13455 Noel Rd. 20th Floor

Dallas, TX 75240​

Fax: 972.246.1899

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© 2017 Spectrum Financial Group.

*FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. From FORTUNE Magazine, June 2019. © 2019 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with, and do not endorse products or services with Massmutual. 

***Registered Representatives do not provide tax and/ or legal advice. Clients should confer with their qualified legal advisors as appropriate for their specific Estate planning circumstances. 

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.sipc.com Supervisory address: 13455 Noel Rd. 20th Floor Dallas, TX 75240 972.458.9907 - CRN202203-260265

*IMPLEMENTATION: The client is free to implement the plan recommendation with whomever he/she chooses

**REVIEW: Periodic reviews or updates require a new agreement and may be subject to additional fees.