Kirk Quaschnick's Office

6136 Frisco Square Blvd., Suite 327
Frisco, TX 75034

Meet Our Team

Kirk Quaschnick headshot

Kirk Quaschnick, CLU®, ChFC®, ARPC
President

Kirk G. Quaschnick is the president and founder of Mogul Wealth Strategies, LLC. Since 1992, Kirk has helped his clients in financial, business, and estate planning, as well as financial advising, investment advisory and wealth management services to business owner executives and individuals. Mogul Wealth Strategies, LLC can assist with comprehensive 401(k) plans, employee benefits package as well as health plans for individuals. Kirk and his team pride themselves on helping clients organize their financial life.

Kirk is a Member Agent of The Nautilus Group® which is a service of New York Life Insurance Company, as well as an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor, and a Registered Representative with NYLIFE Securities, LLC. He started his career in 1992 as an agent with New York Life.

He is a graduate of Northern State University and has continued his studies through the American College, where he obtained his CLU® and ChFC® designations. Kirk has obtained his ARPC designation through the Society of Professional Actuarial Consultants organization. He is also a life and qualifying member of the Million Dollar Round Table as well as Top of the Table which is widely recognized as the standard of excellence in life insurance sales performance.

When he is away from the office, Kirk competes in IronMan triathlons and enjoys traveling.  Kirk and his wife, Sonja, reside in Frisco, Texas.  They have a blended family of 5 children.

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Jason J. Tobias
Director of Financial Services

Jason joined Mogul Wealth Strategies in June of 2012 serving as the Wealth Management Coordinator.

Jason is an Associate Financial Advisor through Eagle Strategies LLC., and a Registered Representative with New York Life Securities LLC. He has worked as a Registered Investment Advisor and Insurance Agent since 2001.

Jason attended the University of Texas at Arlington. He holds the FINRA Series 7 and 66 Securities Licenses, a Group One Insurance License with New York Life, and Texas General Lines Life, Health, and Annuity Insurance Licenses. Jason is also working toward his Chartered Financial Consultant designation through the American College.

When he’s away from the office, Jason enjoys sports, the outdoors and spending time with his family. Jason and his wife, Grace, reside in McKinney, Texas with their three sons.

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Preston Neumann
Manager of Financial Services

Preston joined our team in 2018 as an Associate Financial Advisor.

Preston attended Concordia University in Austin, Texas. He holds the Series 7 & 65 Securities Licenses and a Texas Insurance License. He is responsible for monitoring economic indicators, market conditions, and conducts third party audits of our investment committee.

Preston resides in Austin and enjoys spending time outdoors. He also enjoys playing and watching sports.

Sonja A. Quaschnick headshot

Sonja A. Quaschnick, CPA, CCIFP®

Sonja has over 25 years of professional accounting experience. She regularly assists private companies with Federal and state tax compliance and consulting issues. She also provides clients with corporate structuring, business management consulting, general tax planning and entity-planning consultation, specifically analyzing tax impact. Sonja also helps with estate and gifting strategies.

In addition to being a CPA, she is also the past president of the DFW chapter and a past national executive committee member of the Construction Financial Management Association (CFMA). She received her Bachelor of Business Administration in Accounting from the University of Texas at Arlington.

When she is away from the office, Sonja enjoys traveling especially to Disney World. Sonja and her husband Kirk, reside in Frisco, Texas. They have a blended family of 5 adult children.

Jennifer Favors headshot

Jennifer Favors
Director of Insurance Services

Jennifer has been in the life insurance business since 1996. She holds a Texas General Lines Life, Health, and Annuity Insurance Licenses. She is in charge of all daily management of the office, processing all paperwork for life insurance, disability, long-term care and health insurance. She provides excellent customer service to our clients.

Jennifer lives in Lewisville, TX, with her daughter and their pets. She enjoys spending time with her family, movies, sports, the outdoors and playing with her German Shepard, Duke.

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Jordan Sanders
Client Service Coordinator

Jordan Sanders began her career in financial services in 2013 with New York Life as a service team member, specializing in contracting and licensing, and also serving as administrative assistant to the Managing Partner. A family move in 2017 brought her to Dallas, where she was able to continue working for New York Life. In late 2019, she accepted a position as assistant to Kirk Quaschnick. Prior to her career with New York Life, she worked as an Escrow Officer with a focus on foreclosed property in Shreveport, Louisiana. Jordan graduated from Louisiana State University at Shreveport and holds a Bachelor of Arts in Sociology. She also holds a General Life and Health Insurance License, and is working towards her FINRA Series 7 license. For fun, Jordan runs half?marathons. In her spare time, Jordan enjoys reading, traveling (for running, of course) and spending time with her family. She resides in McKinney with her husband, daughter, one dog, and two cats.

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Alexandra Gale
Director of Social Media

Alex joined Mogul Wealth Strategies in May of 2014. She coordinates our office marketing, social media, special events, and webinars. She has a bachelor’s degree from The University of Alabama, and a masters in Human Services from Southeastern University. When she’s away from the office, Alex enjoys hanging out with her husband, cooking elaborate meals, traveling and keeping up with Alabama Football (Roll Tide!).

Theresa Baker
Data Services Coordinator

Theresa has been an administrative assistant for Kirk Quaschnick since 1997. She coordinates data management and special projects She attended DCCCD.

When she’s away from the office, Theresa supports several charities and, enjoys reading. Theresa and her husband Mike reside in Mesquite, TX. They have two adult daughters and an ever changing number of rescue cats.

Jan Ragland headshot

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Jan Ragland, LUTCF, CLTC
Financial Services Professional

CA Insurance Lic #0D64963

Jan Ragland, since 2001 has been licensed and appointed with New York Life Insurance Company and NYLIFE Securities, LLC as a Registered Securities Agent. She is also a life and qualifying member of the Million Dollar Round Table which is widely recognized as the standard of excellence in life insurance sales performance. She partnered with Mogul Wealth Strategies, LLC in 2016 to further help her clients in their financial, business and estate planning with advanced planning strategies available.

Prior to her career with New York Life she served in the capacity of Chief Operations Officer of group benefits companies. Prior to that, she worked for CPA firms as accounting clerk, tax preparer and office manager. This previous experience has been most valuable in the career change she enjoys today. Her mission is to help people take control of their financial future and reach their goals by protecting and growing their assets for retirement.

Jan lives in the city of Frisco. Her primary focus in charity work is with The Ladder Alliance and has been involved with them for more than 13 years in promoting their annual golf tournament and other fund raising activities. She has held a board position for 3 years as well as serving on her HOA board for 3 years. She is very involved in her church, First Christian Church of Fort Worth and is also a member of the Fort Worth Woman’s Club where she lived until her father passed away in 2005. Her Dad was very involved in the acting industry and was “Blue” in the movie, Old School.

Martin (Marty) Ezelle headshot

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Martin (Marty) Ezelle, MBA
Financial Advisor

Marty is an Investment Advisor Representative with Eagle Strategies LLC, and a Registered Representative with NYLIFE Securities LLC.  His focus is on building long-term relationships with individuals and business owners to help them achieve their financial goals.  He has expertise in financial, business, and retirement planning, as well as wealth management and investment advisory services.  Marty has worked as a financial services professional since 2014.  Prior to that, he spent 15 years in the travel industry where he provided strategic planning services to large and small businesses, including companies such as Travelocity and Sabre Inc.

 

Marty received his MBA in Finance from UNC Kenan-Flagler and his BSBA from The Ohio State University.  He holds the FINRA Series 7 and 66 securities licenses, and General Life and Health Insurance Licenses in several states, including Texas.  He is also a qualifying member of the Million Dollar Round Table.

 

Marty is a member of NAIFA, an Officer of the UNC Kenan-Flagler DFW Alumni Chapter, and a Board Member of the Greater East Dallas Chamber of Commerce.  When he is away from the office, Marty enjoys acting, filmmaking, biking, and traveling.  Marty resides in the East Dallas neighborhood of Lakewood.

Our Mission

To provide a comprehensive plan to our clients that will help them clarify and reach their financial goals. We work with individuals and companies that welcome and implement our ideas through the most efficient products and services in the marketplace.

Community Involvement

ALS logo

Kirk is an active participant in the walk for ALS. ALS is a disease that affects the nerve cells in the brain and spinal cord that eventually leads to paralysis and death. Today, ALS has raised over 213 million dollars since the organization has started in 2000.

hildren's Health logo

Kirk participates in the Children’s Health bike ride. All funds benefit Children’s Health and allow them to continue to provide the necessary care for children.

Multiple Sclerosis logo

Kirk is a participant in the Multiple Sclerosis 150 bike ride. All the donations and money raised from Bike MS go towards finding a cure and helping people with MS and their families. In 2014, almost 5 million miles were covered by Bike MS cyclists.

Information provided by the Bike MS website.

Our Process

Successful People are busy and can become caught in the distractions of paperwork, service work and the day to day activities which keep them on the path to continued success.

Without a precise process, accountability, and coordination, the personal and long-term goals to accomplish someday remain just that, goals to accomplish someday.

Mogul Wealth Strategies has a proven process allowing our clients to Think Bigger, Accomplish More for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose.

Video Library

Topics of Interest

Life In a Box

Wills

What's In a Number?

Financial Planning

College Savings

You Got This

Dress Rehearsal

How to Reduce Debt

Dress Rehearsal

 

Client Profiles

Athlete

Business Owner

Physician

Medical Professional

Executive

The Power of the Entrepreneur

Dentist

 

Alliance

Alliance Attorney

Alliance CPA

Benefits Texas

Kirk works with Benefits Texas, a company that takes on the challenge of learning and understanding the shifting rules for employee benefits. They help keep Kirk's clients ahead of evolving regulations so clients can continue to focus on the success of their business

Learn more on how Benefits Texas can help you align your benefits strategy with your business goals.

Life plan for your business®

 

Calculators