SPECTRUM FINANCIAL GROUP - Key Persons


Al Alfano

Job Titles:
  • CASL®, RICP

Alex Peña

Job Titles:
  • Financial Planner

Alex Sandmann

Job Titles:
  • Vice President of Recruiting

Andrea Kim

Job Titles:
  • Sales Manager

Anish Rajput

Job Titles:
  • Financial Services Professional

Barbara Reynoso

Job Titles:
  • Senior New Business Analyst

Basit Khan

Job Titles:
  • Financial Professional

Brian Carpenter

Job Titles:
  • Financial Professional

Cari Baer

Job Titles:
  • Vice President of Practice Growth and Development

Cathy Lacy

Job Titles:
  • Senior New Business Analyst

Cheryl Pupenbroke

Job Titles:
  • Financial Operations

Chris Thrower - VP

Job Titles:
  • Vice President

Chuck Mulkey

Job Titles:
  • Financial Advisor

Connie Urbanek

Job Titles:
  • Senior Partner Supervisory Officer

Cynthia Mook

Job Titles:
  • Brokerage Director

Dan Lengyel

Job Titles:
  • Chief Executive Officer Registered Principal

David Hocker

Job Titles:
  • Financial Planner
  • Financial Planner / Tyler, TX

Deanie Neece

Job Titles:
  • Chief of Staff
  • Senior Partner

Emma Wyllys

Job Titles:
  • Director of Advisor Experience

Evan McDaniel

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • CFP

Greg Hancock

Job Titles:
  • Financial Advisor

Greg Jones

Job Titles:
  • Financial Advisor

Greg W. Alvis

Job Titles:
  • Financial Advisor

Hayden Gothard

Job Titles:
  • Financial Advisor

Jaime Galvan

Job Titles:
  • Director
  • CFP

Jason Watson - VP

Job Titles:
  • Vice President

JEFF PAINE

Job Titles:
  • Financial Professional

Jeffrey Benson

Job Titles:
  • Sales Manager

Jeffrey D. Cummins

Job Titles:
  • CFP®, MBA / CERTIFIED FINANCIAL PLANNER™ Professional

Jerry Horton

Job Titles:
  • Financial Advisor

Jim Fortune

Job Titles:
  • Financial Planner

John Ruckel

Job Titles:
  • Financial Professionals
  • LUTC
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

Jonathan Bomar

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • CFP

Katie Marsh

Job Titles:
  • Director of Advisor Relations

Kristina Garza

Job Titles:
  • Associate ASO and Registered Principal

Kyle Hogue

Job Titles:
  • Partner

Landon Vaughan

Job Titles:
  • Financial Advisor

M. Scott Slayton

Job Titles:
  • LUTCF, CLU®, ChFC®, CASL®, CFP® CERTIFIED FINANCIAL PLANNER™ Professional

Mark Kashar

Job Titles:
  • LUTCF, CLTC, ChFC

Matthew Goodrich

Job Titles:
  • Financial Planner

Miles Harris

Job Titles:
  • CFP®, ChFC®, CASL

Patrick Thuecks

Job Titles:
  • Chief Executive Officer Registered Principal

Raissa Hausman

Job Titles:
  • Resource Coordinator

Randy Black

Job Titles:
  • CFP
  • Managing Partner / Financial Planner

Rich Thompson

Job Titles:
  • Financial Advisor

Shiju Abraham

Job Titles:
  • Financial Professional

Stephen Luna

Job Titles:
  • Financial Planner

Thomas Zanovich - SVP

Job Titles:
  • Senior Vice President

TIM CORNELIUS

Job Titles:
  • Financial Professional

Truman Blocker

Job Titles:
  • Senior Partner

Weston Poulos

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • CFP

William R. Geiler, III

Job Titles:
  • CFP