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
Co-CEO | Registered Principal
Patrick Thuecks
Co-CEO | Registered Principal
Truman Blocker
Senior Partner
Connie Urbanek
Senior Partner Supervisory Officer
Deanie Neece
Senior Partner Chief of Staff
Feroz Moloo
Partner
Jeffrey Benson
Sales Manager
Andrea Kim
Sales Manager
Greg Foster
Managing Associate
Cheryl Pupenbroke
Financial Operations
Katie Marsh
Director of 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
Zeeshan Ali

Financial Planner

Al Alfano

CASL®, RICP®
Financial Planner

Website
Greg W. Alvis

Financial Advisor

Cole Badders

Financial Professional

Chi-Suk Belcher

Financial Professional

Randy Black

CFP®
Managing Partner/ Financial Planner

Jonathan Bomar

CFP®
CERTIFIED FINANCIAL PLANNER™

Kevin Brand

LUTCF
Partner/Financial Planner

Website
Brian Carpenter

Financial Professional

Jeffrey D. Cummins

CPA, CFP®, MBA
CERTIFIED FINANCIAL PLANNER™ 

Website
Nick Doolittle

Financial Professional

Marcus Erwin

Financial Professional

Jim Fortune

Financial Planner

Marc M. Friedland

CLU, ChFC, AEP, MBA
Financial Advisor

Jaime Galvan

CFP®
Director of Planning/Financial Advisor

William R. Geiler, III

CFP®
CERTIFIED FINANCIAL PLANNER™

Michael Giannetti

CFP®
Financial Advisor

Melody M. Gray

CFP®, MBA
Financial Advisor

Greg Hancock

Financial Advisor

Miles Harris

CFP®, ChFC®, CASL®
Financial Planner

Website
David Hocker

Financial Planner

Jerry Horton

Financial Advisor

Greg Jones

Financial Advisor

Website
Mark Kashar

LUTCF, CLTC, ChFC
Financial Advisor

Basit Khan

Financial Professional

Matthew Lemmond

CFP®
CERTIFIED FINANCIAL PLANNER™

Waseem Limbada

Financial Professional

Evan McDaniel

CFP®
CERTIFIED FINANCIAL PLANNER™

Landon McDuff

Financial Professional

Kerry McIntee

Financial Professional

Jim Mears

Financial Professional

Eric Ramasola

Managing Associate

Weiwei Zhang

Financial Professional

Jana Bloom

CFP®, ChFC
Financial Planner

Matthew Goodrich

Financial Advisor

Lilli Melton

Financial Professional

Chuck Mulkey

Financial Advisor

Weston Poulos

CFP®
CERTIFIED FINANCIAL PLANNER™

Damon Ruckel

Financial Professional

John Ruckel

LUTC
Insurance Professional

M. Scott Slayton

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

Website
Sunita Tanwani

Financial Professional

Rich Thompson

Financial Advisor

Website
Matthew Vaughan

Financial Professional

Landon Vaughan

Financial Advisor

Faryal Virk

Financial Professional

J. Lea Weaver

Financial Professional

Mike Weiner

Financial Professional

Dwain Bowie
Financial Professional
Stephen Hannah
Financial Professional
Nathan Batson
Financial Professional
Hayden Gothard
Financial Professional
Hui Lin
Financial Professional
Jin Hur
Financial Professional
Debrah Mathis
Financial Professional
Townsend Orr, IV
Financial Professional
Fred Turner
Financial Professional
Shaun Lewis
Financial Professional

Support Team

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

CFP®,  ChFC®, CLU®
Supervisory Officer

Esme Terrazas
Contracting and Licensing
Amanda Nunez
Administrative Assistant
Shalimar Warren
Resource Coordinator

Brokerage Team

Nick Harrison
Brokerage Director

MassMutual Brokerage

Cynthia Mook
Brokerage Director

MassMutual Brokerage

Learn more about our Brokerage Team

Our Brokerage Team is committed to helping you grow your practice