Who we serve – Strategic Financial Group

For Individuals & families

Personal Solutions

START YOUR PLANNING

Success & Structure Management

Business Solutions

Create Your Strategy

In Greater Houston since 1903

Serving Diverse Communities

FOR INDIVIDUALS & FAMILIES

Personal Solutions

Retirement Income Planning

Comprehensive Financial Planning

Risk
Management

Wealth Management Services

Estate Planning

PLAN FOR SUCCESS

Business Solutions

We can help with business planning strategies that are designed to protect your business from the unexpected and help ensure the business you’ve worked so hard to build withstands the test of time.

WHAT WE OFFER

High standards, responsiveness, and qualified services are the three underlying principles of work.

meet our team

Our Leadership

JK McAndrews

President & CEO, Managing Partner

Kevin McAndrews

Jared Lyons

Chief Operating Officer and Chief Financial Officer

Susan Tasson

Chief of Staff, Director of Recruiting

Lalit Jallan, LUTCF®, CLTC®

Kelly Hejtmancik, ARPC, CLTC®, LUTCF®

Partner/Financial Advisor

Roger Szczypien

Financial Planning Director

Dan Diamond CFP®

Director of Investments

Scotti Sulak

Agency Supervisory Officer

Marshall Bennett

Head of Advisor Experience

Cesario “JC” Cavazos Jr., CFP®, ChFC, CLU, CLTC

Director of Advisor Development & Life Product Specialist

Morgan Wilson

Director of Recruiting

High standards, responsiveness, and qualified services are the three underlying principles of work.

Our community initiatives.

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Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531

Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies.

Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046

Phone 713-402-3800.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.