Kirk Quaschnick's Office

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.

Jason J. Tobias
Director of Financial Services

Jason joined Mogul Wealth Strategies in June of 2012, and is currently a valuable member of the staff, serving as the Wealth Management Coordinator.

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 continuing his education 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.

Keith Lynch
Manager of Investment Services

Keith joined the Mogul Family in October of 2022 as the Manager of Investment Services and a Registered Service Assistant.

Keith attended the University of Massachusetts (Amherst) and currently holds FINRA Series 7 and 63 Securities Licenses.   Keith commenced his Financial Services career in 1993 and has worked in a variety of roles, including brokerage & mutual fund Client Service, assisting High Net Worth Clients, and supporting employer-sponsored 401k retirement plans.  

When away from the office, he enjoys spending time in the “Great Outdoors.”  He was awarded Canoe & Kayak’s “Spirit of Adventure” award for his epic 4000-mile canoe voyage from Montana to Dallas in 2014.

Sonja A. Quaschnick, CPA, CCIFP®

Prior to joining Mogul Wealth Strategies, Sonja worked as an accountant. In this capacity, she assisted private companies with Federal and state tax compliance and consulting issues. She also provided corporate structuring, business management consulting, general tax planning and entity planning consultations, specifically analyzing tax impact.

In addition to having earned a CPA, Sonja 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 travelling to Disney World. Sonja and her husband Kirk reside in Frisco, Texas. They have a blended family of 5 adult children.

Jennifer Favors
Director of Insurance Services

Jennifer has been in the life insurance business since 1996, and was hired by mogul wealth strategies to provide excellent customer service to our clients. 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.

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.

Alexandra Gale
Director of Social Media

Alex joined the staff of 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, 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 an Agent. She is also a life and qualifying member of the Million Dollar Round Table (annually since 2003) 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 previously held a board position for 3 years as well as previously 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.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Mike Emery
Financial Services Professional

E. “Mike” Emery joined Mogul Wealth Strategies in 2022 and holds the FINRA Series 7 and 63 securities licenses. Mike attended CCCCD and is a Financial Services Professional and Registered Representative with NYLIFE Securities LLC.

Prior to working with Mogul, Mike spent 20 years in logistics and managing retail automotive service locations. Mike has taken his passion for helping people and his unique problem-solving abilities to his role at Mogul Wealth.

Mike is a 5th generation Dallas native, and when not working, he enjoys spending time outside around the Dallas area with his wife, Kristen, and their 2 sons, Anderson and Davis.

Martin (Marty) Ezelle, MBA
Financial Adviser

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 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 (2020 and 2021).

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.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.