Kirk Quaschnick's Office

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

Meet Our Team

Kirk Quaschnick, CLU®, ChFC®, ARPC
President, Mogul Wealth Strategies LLC

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 travelling. Kirk and his wife, Sonja, reside in Frisco, Texas. They have a blended family of 5 children and a dog named Curly.

Jason J. Tobias
Associate Financial Advisor

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.

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 young sons.

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.

Rashi Poddar
Financial Services Professional

Rashi joined Mogul Wealth Strategies, LLC in July 2017. She holds the FINRA Series 7 and, a Group One Insurance License with New York Life. She came to Mogul Wealth Strategies to learn and grow in her career under the leadership of Kirk Quaschnick and his staff.

Prior to joining Mogul, Rashi had a passion for investing in the Stock Market. As a homemaker, she loved to trade stocks, options and ETFs. She has cleared all 3 Levels of CFA and has a Masters in Finance degree from the ICFAI, University in India. She worked as a Risk Analyst with GE Capital, India. Before finance, Rashi spent time working in the travel industry.

When away from the office, Rashi enjoys playing Tennis. She resides in Plano, Texas along with her husband and two young sons. She enjoys spending time with family, playing chess with her boys, traveling and camping.

Martin (Marty) Ezelle, MBA
Financial Advisor

Marty joined Mogul Wealth Strategies in July of 2018. He is an Investment Advisor Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC. Marty has worked as a financial services professional since 2014. Prior to that, he owned Ezelle & Associates LLC where he provided strategic planning services to small businesses in the travel and hospitality industries.

Marty received his MBA in Finance from UNC Kenan-Flagler and his BSBA from The Ohio State University. He holds the FINRA Series 7, 63 and 66 securities licenses, and a General Health and Life Insurance License with New York Life.

Marty is a member of the Nexus Corporate Council, a lifetime member of the National Black MBA Association, and an officer of the DFW Chapter of the UNC Kenan-Flagler Business School.

When he is away from the office, Marty enjoys acting, filmmaking, biking, and traveling. He is also a professional actor represented by Linda McAlister Talent. Marty resides in the East Dallas neighborhood of Lakewood.

Jennifer Favors
Administrative Assistant

Jennifer has been an Administrative Assistant since 1996. She is in charge of all daily management of the office, data management, processing all paperwork for life insurance and investment planning, and providing 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 and playing with her German Shepard, Duke.

Sonja A. Quaschnick, CPA, CCIFP®

Sonja has over 21 years of professional accounting experience. She regularly assists both public and private companies with Federal and state tax compliance and consulting issues. She also provides clients with corporate structuring, business management consulting and general tax planning and entity-planning consultation, specifically analyzing tax impact.

Sonja has developed a focus working with privately held companies and their owners. In addition to being a CPA, she is also a Certified Construction Industry Financial Professional (CCIFP), is 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 children and a dog named Curly.

Preston Neumann
Associate Financial Advisor

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.

Theresa Baker
Administrative Assistant

Theresa has been an administrative assistant with Kirk since 1997. She coordinates data management, special projects, and providing excellent customer service. She attended DCCCD.

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

Alexandra Baker
Marketing Specialist

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. Alex hopes to become a licensed counselor to work with trauma victims. When she’s away from the office, Alex enjoys crafting, painting and keeping up with Alabama Football (Roll Tide!). Alex works as a remote employee from Florida while attending Graduate School.

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

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.

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.

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

Economic Reality

What We Do

What's In a Number?

Financial Planning

Power of the Entrepreneur

Dress Rehearsal

College Savings

Robo Advisor

Insurance

Client Profiles

Athlete

Business Owner

Executive

Physician

Teacher

Medical Professional

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®

 

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