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
Managing Partner
James Allen
Managing Partner
Connie Urbanek
Senior Partner Supervisory Officer
Deanie Neece
Senior Partner Chief of Staff
Thomas Zanovich
Senior Vice President
Chase Scott
Sales Manager
Jordan Jeffords
Managing Associate
Ryan Soulier
Managing Associate
Cari Baer
Vice President of Practice Growth and Development
Matt Carlile
Director of Recruiting

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
Truman Blocker

CERTIFIED FINANCIAL PLANNER™ Professional

Al Alfano

CASL®, RICP®
Financial Planner

Website
Jeffrey Benson
Greg W. Alvis

Financial Advisor

Randy Black

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Jonathan Bomar

CFP®
CERTIFIED FINANCIAL PLANNER™ Professional

Brian Carpenter

Financial Professional

Andrea Kim
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®
CERTIFIED FINANCIAL PLANNER™ Professional

Website
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
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

Quintin Hardtner V

Financial Services Professional

Patrick Kasongo
Financial Services Professional
Ryan Taylor ChFC®
Financial Planner/Managing Associate
Peter Romanov
Financial Services Professional
Fahim Iqbal
Financial Services Professional
Bryan Burnell
Financial Services Professional
Shervin Iranmanesh
Financial Services Professional
Jason Verduzco
Financial Services Professional
Caleb Gorton MBA
Financial Planner

Support Team

Barbara Reynoso
Senior New Business Analyst
Raissa Hausman
New Business Coordinator
Cindy Martinez
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