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
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 […]
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. […]