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
        • William C. Badders

          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®

                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
                      • Nicholas "Nick" Doolittle

                        Spectrum Financial Group

                        Focus:

                        • Insurance Strategies
                        • Student Loan Refinancing
                        • College Funding Strategies
                        • Retirement Income Planning
                        • Show More

                        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
                                    • Gregory "Greg" Jones

                                      CASL®

                                      Spectrum Financial Group

                                      Focus:

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

                                      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
                                                                • Faryal Virk

                                                                  Spectrum Financial Group

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Retirement Strategies
                                                                  • Retirement Income Planning
                                                                  • College Funding Strategies
                                                                  • Show More

                                                                  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