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Team Category: Leadership Team

Kevin McAndrews

Kevin McAndrews represents the third generation of his family in the financial services industry. After graduating from LSU, he joined Strategic Financial Group. Kevin works with the emerging affluent and young professional market. He prides himself on his ability to listen and understand his client’s needs and help them define their future financial goals and […]

Jared Lyons

Meet Jared Lyons, our dynamic Chief Operating Officer (COO) and Chief Financial Officer (CFO), boasting over 15 years of invaluable expertise in management and finance within the Oil & Gas sector. With an unwavering commitment to operational efficiency, financial stewardship, and team empowerment, Jared leads by example. But Jared’s story transcends professional accolades; it’s about […]

Susan Tasson

As Director of Recruiting at Strategic Financial Group, Susan specializes in connecting entrepreneurial people to an entrepreneurial career. In this role, Susan works with a wide range of people – from recent college graduates to mid-career professionals – to successfully transition to a career in financial services. Susan also helps experienced advisors to elevate their […]

Lalit Jallan, LUTCF®, CLTC®

Qualities of caring and helping were instilled in me by my parents who always had open arms for those in need. Working in financial services and Insurance since 1997, has given me the opportunity to put my parents’ teaching into practice. “Overall, this journey into my practice has been a rewarding and enriching experience for […]

Dan Diamond

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

Born and raised in Clear Lake, Texas, Marshall Bennett is a dynamic senior thought leader possessing a proven track record of superior performance, with expertise in Organizational Leadership, Program Execution, Strategic Brand Planning, Major Client Relations, Communications Management, Data Insight, Stakeholder Engagement, Negotiations, and Compliance Beginning his career with a local Houston area credit union […]

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