Cesario “JC” Cavazos Jr., CFP®, ChFC, CLU, CLTC
Morgan Wilson
Scotti Sulak
Dan Diamond CFP®
Dan Diamond is Strategic Financial Group’s Director of Investments & Financial Planning. Dan is a Certified Financial Planner (CFP®) professional and has over 20 years of experience in the financial services industry. In addition to financial planning, Dan specializes in investments and designing workplace retirement plans. Dan started in the financial services industry in 1993. […]
Marshall Bennett
Marshall Bennett is a seasoned marketing and advisor experience professional with over 15 years of leadership in the financial services industry. Currently serving as Head of Advisor Experience at Strategic Financial Group, Marshall supports advisor onboarding, training, succession planning, and team development across the firm. He plays a key role in driving growth by creating […]
Roger Szczypien
JK McAndrews
Kelly Hejtmancik, ARPC, CLTC®, LUTCF®
Kevin McAndrews
Kevin McAndrews is the President and CEO of Strategic Financial Group (SFG), a third-generation leader in the financial services industry. In this role, Kevin is responsible for setting the strategic direction of the company, overseeing daily operations, and ensuring long-term growth. He focuses on building a strong, client-centered culture while driving innovation and operational excellence. […]