Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses.  Our main purpose is to help people secure their future and protect the ones they love.  We also strive to serve the communities where we live and work.  Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives.  As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future.  Together, we can help you reach your goals.  
_____

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.  Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC.  Member SIPC.  www.sipc.org.  3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002.  504-613-2000.

Insurance

Investment Management

Magnolia Wealth Strategies, a MassMutual firm

Rich Schega

Susan Kiger

Daniel Daugherty

Cy Olivier

Christina Gonzalez

Clf Rick Zachry

Robert Brune

MacEe Falgout

The Management Team at Magnolia Wealth Strategies oversees the strategic direction and operational efficiency of the firm. This team is responsible for leading and developing the firm's financial professionals, ensuring compliance with industry regulations, optimizing business resources, and fostering meaningful client relationships. Collectively, their goal is to drive growth and success while maintaining the firm's commitment to holistic financial guidance and community service.

Management Team

Financial Services Team

Leadership Team

Management Team

About

Team members

Other teams at Magnolia Wealth Strategies, a MassMutual firm

Financial Services Team

Leadership Team