Steven Heussner's Office

401k Plans

The Mogul Wealth Team sells and services both single employer and multiple employer 401k plans for companies and trade associations. We partner with the top vendors in the industry to provide excellent value to our customers at competitive prices. Our services include:

  • Current 401k plan competitive analysis.
  • Employer fiduciary liability exposure analysis.
  • Investment analysis.
  • Third party vendor analysis.

The benefits of our model to your organization are:

  • Potential for reduced administrative burden on your staff.
  • Reduced fiduciary liability for your organization.
  • Reduced fees.
  • Improved employee satisfaction.

The services described above are provided through third parties not affiliated with either Mogul Wealth or NYLIFE Securities LLC or its affiliates.

Bank & Company Owned Life Insurance

The Mogul Wealth team manages a portfolio of bank owned life insurance (BOLI) for several major banks and company owned life insurance (COLI) for several companies. We are appointed to sell and service BOLI and COLI for all of the major carriers in the industry. Our personal service and attention to detail makes the difference.

Office Management

Steven J. Heussner, ChFC®, CLU®
Founder and CEO, Mogul Wealth Strategies, LLC

CA Insurance Lic #0B64476

Steven Heussner is founder and CEO of Mogul Wealth Strategies, LLC . Heussner’s professional career began in 1984 as a financial analyst in Fina Oil & Chemical Company’s Strategic Planning Department. Heussner’s investment and insurance career began in 1988 when he joined New York Life as an agent. At New York Life, he has won numerous company and industry awards. He founded Heussner Insurance Agency, Inc 1996 and then Mogul Wealth Strategies in 2010 where he serves a large number of business owners and wealthy families.

He is a member of the Million Dollar Round Table,* National Association of Insurance and Financial Advisors, Associated General Contractors, Associated Building Contractors and the Construction Financial Management Association. He has served as President of the Princeton Alumni Association of D/FW and President of Richardson Noon Toastmasters. He is a past board member of the Dallas Chapter of the Construction Financial Management Association and has served on the Leadership, Insurance and Legislative committees of the Associated General Contractors. He has served as Chairman of the International Risk Management Institute’s Construction Benefits Conference. He has served as a board member for the City of McKinney’s Economic Development Corporation and Chamber of Commerce, and he volunteers for the Prison Entrepreneurship Program.

Steven and his wife, Risa, have lived in McKinney, TX, since 1992, and they have two adult children. In his free time, Steven plays on a hockey team and enjoys golf, skiing, cooking, and all types of exercise. He received a B.S.E. in Civil Engineering from Princeton University in 1984.

*The Million Dollar Roundtable is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Kim Heussner
Insurance Professional

Kim is the newest member of our team, joining in 2018 after spending 6 years in ticket sales with the Oklahoma City Thunder. In her new role, Kim specializes in helping families and business owners meet their needs through life insurance and a variety of other products.

Kim received her Bachelor of Business Administration in Marketing from the University of Oklahoma in 2012 and offices out of Edmond, Oklahoma. She enjoys skiing, traveling, and OrangeTheory Fitness classes. She volunteers for the Y Achievers College Readiness program, which pairs local business leaders with high school freshman to help them build a successful path to higher education.

Eric Heussner
Licensed Service Assistant

Eric joined our team in March of 2018. His passion for quality customer service makes him a valuable asset to the team, and having worked in various industries, brings a fresh and new perspective.

Eric resides in The Colony after spending the last few years in Tzaneen, South Africa, Anchorage, Alaska and Austin, Texas. He enjoys traveling, hiking, skiing, spending time outdoors and watching sports. He also enjoys volunteering for the Prison Entrepreneur Program and participating in Richardson Noon Toastmasters.

Kathleen Hunter
Assistant

Kathleen is new to our team and the insurance industry. She joined our team in 2017, bringing over 20 years of experience as an administrative assistant in the computer industry. Kathleen is responsible for ensuring that our clients receive first-class service; that business operations run smoothly and that our Mogul Wealth team has the resources needed to reach every goal.

Kathleen lives in Van Alstyne, TX with her husband, Phil, and their three cats. Together, they have one grown daughter, Leslie, who is their pride and joy. Kathleen enjoys genealogy, traveling and watching old movies.

Estate, Business Succession & Charitable Planning

As a member agent of The Nautilus Group, a service of New York Life Insurance Company, Steve and his team work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting and charitable gifting. This relationship helps ensure that you benefit from some of the most sound thinking when it comes to your estate.

 

Financial Planning & Wealth Management

Through Eagle Strategies, Steve and Kirk provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

 

Contact

2600 Network Blvd., Suite 130
Frisco, TX 75034

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