Spectrum Financial Group

Main Office

13455 Noel Road, 20th Floor
Dallas, TX 75240

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Daniel Lengyel

General Agent of Spectrum Financial Group

Patrick F. Thuecks

General Agent, Spectrum Financial Group

Featured Financial Professionals

  1. Jeffrey D. Cummins

    CPA*, MBA, CFP®

    Spectrum Financial Group

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Show More

    Languages:

    • English
  2. Brian Carpenter

    Spectrum Financial Group

    Focus:

    • Insurance Strategies

    Languages:

    • English
  3. Greg Hancock

    Spectrum Financial Group

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English

Our Financial Professionals

  1. Shiju Abraham

    BCS

    Spectrum Financial Group

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Show More

    Languages:

    • English
    • Zeeshan Ali

      Spectrum Financial Group

      Focus:

      • Insurance Strategies
      • Retirement Strategies
      • College Funding Strategies
      • Risk Management Strategies
      • Show More

      Languages:

      • English
      • Greg W. Alvis

        Spectrum Financial Group

        Focus:

        • Insurance Strategies

        Languages:

        • English
        • Jeffrey R. Benson

          CCPS®

          Spectrum Financial Group

          Focus:

          • Insurance Strategies
          • Business Owners
          • Investment Strategies
          • College Funding Strategies
          • Show More

          Languages:

          • English
        • Randy G. Black

          CFP®

          Spectrum Financial Group

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Retirement Strategies

          Languages:

          • English
          • Truman G. Blocker

            CFP®, CLU®, CFS®

            Spectrum Financial Group

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • Jana P. Bloom

              CFP®, ChFC®

              Spectrum Financial Group

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Jonathan Bomar

                CFP®

                Spectrum Financial Group

                Focus:

                • Insurance Strategies
                • Retirement Strategies
                • College Funding Strategies
                • Risk Management Strategies
                • Show More

                Languages:

                • English
                • Kevin J. Brand

                  LUTCF®

                  Spectrum Financial Group

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Gregory Foster

                    Spectrum Financial Group

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Risk Management Strategies

                    Languages:

                    • English
                    • Marc M. Friedland

                      ChFC®, CLU®, AEP®

                      Spectrum Financial Group

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Jaime Galvan

                        CFP®

                        Spectrum Financial Group

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • William "Billy" Geiler, III

                          CFP®

                          Spectrum Financial Group

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Retirement Strategies
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                          • Michael J. Giannetti

                            CFP®

                            Spectrum Financial Group

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Business Owners
                            • Retirement Income Planning
                            • Show More

                            Languages:

                            • English
                          • Melody M. Gray

                            CFP®

                            Spectrum Financial Group

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Rodney Johnson

                              Spectrum Financial Group

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Mark J. Kashar

                                LUTCF®, MBA, CLTC®, ChFC®

                                Spectrum Financial Group

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • College Funding Strategies
                                • Business Owners

                                Languages:

                                • English
                              • Basit Khan

                                MBA

                                Spectrum Financial Group

                                Focus:

                                • Insurance Strategies
                                • Retirement Income Planning
                                • College Funding Strategies
                                • Risk Management Strategies

                                Languages:

                                • English
                                • Matt Lemmond

                                  CFP®

                                  Spectrum Financial Group

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Retirement Strategies
                                  • Financial Education
                                  • Show More

                                  Languages:

                                  • English
                                  • Evan McDaniel

                                    CFP®

                                    Spectrum Financial Group

                                    Focus:

                                    • Insurance Strategies
                                    • Retirement Income Planning
                                    • College Funding Strategies

                                    Languages:

                                    • English
                                    • James "Jim" Mears

                                      Spectrum Financial Group

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Retirement Income Planning
                                      • Group Benefits
                                      • Show More

                                      Languages:

                                      • English
                                      • Feroz Moloo

                                        Spectrum Financial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Kristin A. O'Neal

                                          CFBS

                                          Spectrum Financial Group

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies
                                          • Business Owners
                                          • Business Succession Planning
                                          • Show More

                                          Languages:

                                          • English
                                          • Alex Pena

                                            LUTCF®

                                            Spectrum Financial Group

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • F. Joseph "Joe" Pickett

                                              CLU®, ChFC®, ChSNC™

                                              Spectrum Financial Group

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies
                                              • Estate Planning
                                              • Business Owners

                                              Languages:

                                              • English
                                              • Weston Poulos

                                                CFP®

                                                Spectrum Financial Group

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Shwe Sang

                                                  Spectrum Financial Group

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Risk Management Strategies

                                                  Languages:

                                                  • English
                                                  • Rajiv Singh

                                                    Spectrum Financial Group

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Retirement Income Planning
                                                    • College Funding Strategies
                                                    • Risk Management Strategies

                                                    Languages:

                                                    • English
                                                    • Landon J. Vaughan

                                                      Spectrum Financial Group

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Matthew Vaughan

                                                        Spectrum Financial Group

                                                        Focus:

                                                        • Insurance Strategies

                                                        Languages:

                                                        • English
                                                        • Sandi M. Vullo

                                                          Spectrum Financial Group

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Mike Weiner

                                                            Spectrum Financial Group

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Business Owners
                                                            • Investment Strategies
                                                            • Special Care
                                                            • Show More

                                                            Languages:

                                                            • English
                                                            • Weiwei Zhang

                                                              Spectrum Financial Group

                                                              Focus:

                                                              • Business Owners
                                                              • Insurance Strategies
                                                              • Investment Strategies
                                                              • College Funding Strategies
                                                              • Show More

                                                              Languages:

                                                              • English, Chinese – Mandarin
                                                            CRN202109-253382