Our Expertise
Our Expertise
Financial Planning
Investment Management
Risk Management
Tax Planning
Business Solutions
Estate Planning
Our Advisors
Trust is everything. Choose the team that understands your personal and professional goals, and works diligently to help you reach them. We offer a unique partnership with a specific financial advisor ready and willing to assess every aspect of your life to create a unique plan for you.
Randy BlackCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Truman G. Blocker IVCLU, CFP®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Jonathan BomarCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Jeffrey D. CumminsCPA*, MBA, CFP®
Managing Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Jaime GalvanCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
William R. Geiler, IIICFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Weston PoulosCFP®, Partner
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Landon Vaughan
Managing Partner
Our Advisors
Set Us Apart
The Spectrum Wealth Strategies team is committed to core tenets that drive client success. You can count on us to live up to these non-negotiables:
Meet Our Advisors
We Will Always Provide:
Upfront Fee Schedules
Comprehensive Plans
Responsive Service
We Will Never:
Invoice Hidden Fees
Offer Cookie-Cutter Advice
Ignore Your Requests
Serving Clients Across the Nation
We have financial advisors across the nation ready to help you achieve your personal and professional goals to ensure financial longevity.
Serving Clients Across the Nation
We have financial advisors across the nation ready to help you achieve your personal and professional goals to ensure financial longevity.
Let’s Talk
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. OSJ: 13455 Noel Road, 20th Floor, Dallas, TX 75240 972-246-1800. Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Financial planning services offered through Spectrum Strategies, LLC, a Registered Investment Advisory Firm, are not offered or sponsored by MML Investors Services, LLC.