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

Feroz Moloo


Truman G. Blocker, CFP®,CLU, CFS

Senior Partner

Deanie Neece

Senior Partner

Chief of Staff

Ken Jones

Senior Partner

Gina Scott


Katie Marsh

Director of Development

Practice Development Specialist

Tandy Mitchell

Director of Marketing

BJ Lee


Brent Vaughan


Jeffrey Benson

Sales Manager

Andrea Kim

Sales Manager

Greg Foster

Managing Associate

Cheryl Pupenbroke

Financial Operations

Meet our


By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future

Meet our

Support Team

Our Support Team helps Financial Services Representatives every step of the way. Each member exemplifies the attributes of being client-focused, innovative, diverse, rewarding and collaborative. Each of these characteristics creates our firms culture. 


13455 Noel Rd. 20th Floor

Dallas, TX 75240​

Fax: 972.246.1899

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© 2017 by SFG

© 2017 Spectrum Financial Group.

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 - CRN201909-218040