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 "Jeff" 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
        • Chi-Suk P. Belcher

          Spectrum Financial Group

          Focus:

          • Insurance Strategies
          • Retirement Strategies
          • Retirement Income Planning
          • Risk Management Strategies
          • Show More

          Languages:

          • English, Korean
          • 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
                    • Marcus Erwin

                      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
                              • Matthew "Matt" Goodrich

                                MBA

                                Spectrum Financial Group

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • College Funding Strategies
                                • Risk Management Strategies
                                • 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
                                      • Debrah Mathis

                                        Spectrum Financial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Charitable Giving
                                        • Business Succession Planning
                                        • Risk Management Strategies
                                        • Show More

                                        Languages:

                                        • English
                                      • Evan McDaniel

                                        CFP®

                                        Spectrum Financial Group

                                        Focus:

                                        • Insurance Strategies
                                        • Retirement Income Planning
                                        • College Funding Strategies
                                        • Investment 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
                                            • Patrick Nolan

                                              ChFC®, CFP®, CLU®

                                              Spectrum Financial Group

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies
                                              • Financial Education
                                              • Risk Management Strategies
                                              • Show More

                                              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
                                                              • J. Lea Weaver

                                                                Spectrum Financial Group

                                                                Focus:

                                                                • Insurance 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