Kirk Quaschnick's Office

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

Office: 214-420-7152
Fax: 214-420-7180
kirk@mogulwealth.com

Meet Our Team

Kirk Team Photo

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.

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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.

Jason Team Photo

Jan Ragland, LUTCF, CLTC

Financial Services Professional

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.

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Martin Leinneweber

Financial Services Professional

Martin Leinneweber has been licensed and appointed with New York Life Insurance Company and NYLIFE Securities, LLC as a Registered Securities Agent since 1968. He 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. He partnered with Mogul Wealth Strategies, LLC in 2016 to further help his clients in their financial needs, business and estate planning with advanced planning strategies available.

Prior to his career with New York Life he attended Texas State University and graduated with a BBA in 1968. Martin loves to help his clients from the start of their careers all the way through retirement. Martin and his wife, Nancy enjoy traveling in their motorhome and spending time at their second home in Angel Fire, NM.

Taylar Team Photo

Taylar Hansen

Registered Service Assistant

Taylar joined Mogul Wealth Strategies in May 2017 as a Registered Service Assistant. He has worked in the Insurance industry since 2011.

Taylar has a Bachelor’s of Business Administration from Tarleton State University. He holds the FINRA Series 7, and 63 Securities Licenses, a Group One Insurance License with New York Life, and Texas General Lines Life, Health, and Annuity Insurance Licenses.

Taylar resides in McKinney and enjoys spending time with his wife, Korrey, and their two young children. He enjoys traveling as much he can, sports, cooking, the outdoors, and home improvement projects.

Liesa Team Photo

Jennifer Favors

Administrative Assistant

Jennifer has been an Administrative Assistant since 1996. She has worked for Jan Ragland and Martin Leinneweber since 2002. 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 Team Photo

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.

Taylor Team Photo

Taylor Henderson

Taylor has been with Mogul Wealth Strategies, LLC since December 2016. She holds a Texas General Lines Insurance License and is appointed with New York Life Insurance Company as an Agent. She came to Mogul Wealth Strategies to learn and grow in her career under the leadership of Kirk Quaschnick and his staff.

Taylor has a Bachelor of Business Administration degree from the University of North Texas. Before finance, Taylor spent time working in the medical field.

Taylor is an active member in the community of McKinney where she lives. She enjoys lifting weights, playing with her dog Winston, spending time with her family and boyfriend, traveling, and doing medical mission work with her church.

Theresa Team Photo

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.

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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 Team Photo

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 Team Photo

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 Team Photo

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.

Kirk Team Photo

Liesa participates in Relay for Life, an event that is organized as a community fundraiser for cancer research. As a partner with the American Cancer Society, Relay for Life helps raise money for research and treatment facilities.

Kirk Team Photo

Liesa is an active participant in Habitat for Humanity. “Habitat for Humanity’s vision is a world where everyone has a decent place to live. [Their] mission is to put God’s love into action by bringing people together to build homes, communities and hope.”

Information provided by the Habitat for Humanity 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.

Answering What is it You think We do?

Discovery / Experience: (your current situation) What were you trying to accomplish?

  • Document Review
  • Family Tree
  • Net Worth Statement (develop if needed)
  • Cash Flow

Defining Objectives:

  • Personal Planning
  • Liquidity
  • Core Wealth (min. defined capital)
  • Risk
  • Tax
  • Business Succession
  • 4 Types of Wealth

Review: Understanding Your Current Plan Today, if you do nothing

  • Life Time Financial Confidence
  • How we can help

Agreement for Action and Performance

  • What is the cost?

Life & Legacy Roadmap

  • Prioritize Action Steps

Implementation / Refinement

  • Objective based action
  • Coordination of other team members; advisors

Preparing Heirs: Bringing your family up to speed on your plan

Looking up and Down a Generation

Video Library

Robo Advisor

What We Do

 

What's In a Number?

Teacher

 

Power of the Entrepreneur

Dress Rehearsal

 

College Savings

Medical Professional

 

Life In a Box

Insurance

 

Financial Planning

Economic Reality

Benefits Texas

Benefits Texas logo

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.

Benefits Texas White Paper

Life Plan For Your Business

You’ve put your heart and soul into building your business. Now, you can reenergize it with Life plan — a process that Kirk Quaschinick uses to help ensure stability and success on the road ahead. Built on a unique six-step process, Life plan focuses on achieving your short- and long-term goals by carefully examining every aspect of your business and presenting you with smart planning options. Each segment builds on the last, helping you plan for unexpected events. Don’t get caught unprepared?start rejuvenating your business with Life plan today.

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The Life Plan Process

Life plan for your business is an exclusive process used only by member agents of The Nautilus Group® , a service of New York Life Insurance Company. The principal strategy behind Life plan is to be able to provide the small business owner with tools that focus around growth, risk management and profitability. The central tenant of Life plan is for Kirk to able to provide you with proven ways to look at your business and turn risk into opportunities.

Step One: Project Your Goals

In order to get started with Life plan it is critical first to project your goals. We have created a very simple, 10 question scorecard that will help identify areas that can turn risk into opportunity on topics like diversity of assets, dependence, and protection. The goal is to identify the value drivers of your business, enhance the areas where you already excel, and look for opportunities that can help grow your bottom line.

Step Two: Needs Analysis

The next step in Life plan is to perform a very simple needs analysis – the purpose of the needs analysis is to answer a very simple question that will one day be of paramount importance to you: If you sold today is it enough? Our simple needs analysis will provide you based on your projections how you much money you can expect each year in retirement once you leave the business. This analysis becomes the starting point on how Kirk can help you plan to leave your business on your terms.

Step Three: Business Valuation

After running an analysis of how much you think the business is worth the next step in proper Life planning is to value your business. A business valuation is a critical step that can establish a baseline of value that can allow us to determine if there is a gap between what you thought the business is worth and now what we know to be its actual value. The purpose of a business valuation is to get some critical business succession and protection mechanisms in place to ensure your business can continue to flourish and grow.

Step Four: Marketability Assessment

After the valuation has been completed it is time to define how we can improve the value of the business and how we go about doing this. We have created a marketability assessment that looks at the key risk, growth and profitability aspects of your business. This assessment is very similar to the key points of your business that a firm performing due diligence would look at prior to purchase. We have learned that in order to fix a problem in your business you have to know that one exists. This simple process, starting with some basic questions and doing a careful look at your last 3-5 years financials gives Kirk the tools to determine what areas of improvement will give you the best value for your time and money.

Step Five: Design Optimal Solutions

In having a business valuation or marketability assessment completed Kirk now has an excellent understanding of the value drivers of your business. We can come up with some suggestions on business solutions that might work best for your business based on best practices in your industry. The next step is to work on creating solutions that can maximize value and minimize your time wondering “am I doing the best I can for my family and my business”. Kirk has a team of attorneys and financial professionals at The Nautilus Group® that can help design these state of the art solutions for both your business and estate.

Step Six: Implement and Monitor Plan

The last step in the Life plan is to implement and monitor your plan. The goal is to have a comprehensive plan in place that will cover you for all the unforeseen events that can happen in both business and life. We will look at all critical aspects of your business like your balance sheet, cash-flow, operational documents etc. and make sure we have a forward looking plan to both protect you and your business for the long haul.