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
Kyle Hogue
Partner
Thomas Zanovich
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

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

Website
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
Marcus Erwin

Financial Professional

Jim Fortune

Financial Planner

Jaime Galvan

CFP®
Director of Planning/Financial Advisor

William R. Geiler, III

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Melody M. Gray

CFP®, MBA
Financial Advisor

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

Evan McDaniel

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Matthew Goodrich

Financial Planner

Chuck Mulkey

Financial Advisor

Weston Poulos

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

John Ruckel

LUTC
Insurance Professional

M. Scott Slayton

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

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Rich Thompson

Financial Advisor

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Landon Vaughan

Financial Advisor

Hayden Gothard

Financial Advisor

Stephen Luna

Financial Planner

Jason Watson

Vice President

Chris Thrower

Vice President

Alex Peña

Financial Planner

Anish Rajput

Financial Services Professional

Support Team

Barbara Reynoso
Senior New Business Analyst
Cathy Lacy
Senior New Business Analyst
Patrick Nolan

CFP®,  ChFC®, CLU®
Supervisory Officer

Kristina Garza
Director of Advisor Experience
Raqual Hunter
New Business Coordinator
Janiese Zaragoza
Administrative Assistant

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