(504) 613-2000

About Magnolia Wealth Strategies - New Orleans Financial Consultants

Magnolia Wealth Strategies is a wealth management company that offers a full-range of financial solutions serving the needs of individuals, families, and businesses. We work with you to integrate your entire financial life into a comprehensive plan giving you confidence that all your assets are working towards your goal. With more than 100 financial professionals, we provide customized financial solutions to clients across LA, MS, AL, & the FL panhandle.

Pivotal life events often occur without warning. At Magnolia Wealth Strategies, we take great pride in knowing that we have helped our neighbors, friends, families and business owners make good decisions when it comes to being financially prepared for the unexpected. We put the needs of our clients first and hold the strong belief that doing business the right way leads to long-lasting relationships with the communities we serve.

Our Leadership Team

Richard Schega, Managing Partner Magnolia Wealth Strategies
  • U.S. Military Academy at West Point, Bachelor of Science Chemistry & Life Sciences
  • University of Texas at San Antonio, MBA, Finance
  • Certified Financial Planner (CFP®)
  • FINRA Series 7, 24, and 63
  • Life, Health and Accident licensed
  • Member of the Financial Planning Association (FPA)

Richard A. Schega, CFP®, MBA
General Agent

Office: 504-613-2100
rschega@financialguide.com

As the General Agent for Magnolia Wealth Strategies, a member of the MassMutual Financial Group, Rich’s goals are to continue shaping and fulfilling the company’s strategic vision by attracting, developing, and empowering top talent and providing elite support and service to the Magnolia Wealth Strategies team and clients. As one of the oldest firms in the southeast, Magnolia Wealth Strategies has over 100 financial professionals providing customized financial solutions to clients across LA, MS, AL & the FL panhandle.

Rich is a graduate of the U.S. Military Academy at West Point where he earned a Bachelor of Science Degree in Chemistry and Life Sciences with a concentration in Nuclear Engineering. In 2012, he earned his MBA in Finance from the University of Texas at San Antonio.

Whether it is his country, his team, or his clients, Rich has always been inspired to serve. As an officer in the U.S. Army, Rich spent five years in the 101st Airborne Division where he served in various positions ranging from artillery platoon leader to brigade operations. In 2003, Rich was deployed for ten months in support of Operation Iraqi Freedom where he was awarded the Bronze Star for actions during combat.

Rich volunteers regularly with several community and faith-based charities. He has also served in key community leadership positions such as the West Point Admissions Field Force Officer for the 23rd Congressional District of Texas, Board Member of the West Point Society of South Texas, and Board Member of the St. Francisville Chamber of Commerce Scholarship Committee.

In addition to his role as general agent, he’s a CERTIFIED FINANCIAL PLANNER™ and financial advisor based in Metairie, LA. Rich currently holds FINRA Series 24, 7, and 63 securities registrations.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Richard Schega is a registered representative of and offers securities, financial planning and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). 3838 N. Causeway Blvd, Suite 3400, Metairie, LA 70002. (504) 613-2000.

CRN201905-230195

Tera Wiggins

• University of Mobile, BS Organizational Management/ Finance
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (ChFC®)
• Management America’s Council, 1 Time
• Management Leaders Conference, 1 Time
• Management Development Award W inner

Tera S. Wiggins, CLU®, ChFC®, CFP®
Managing Consultant

Office: 205-440-4606
terawiggins@financialguide.com

Tera Wiggins became the Managing Partner of Wealth Solutions Group in Birmingham, AL, in 2008. In 2010 she was named Developing Manager of the Year and received the America’s Council Award. Tera was an Agency Sales Director at MetLife from 2006 to 2008.

Prior to joining MetLife, Tera was a Financial Advisor and Advanced Market Manager for AXA/Equitable in Mobile, AL.

Tera volunteers for Relay for Life and Prodisee Pantry and attends Double Oak Community Church.

Registered representative of and offers securities and investment advisory services through MML Investor Services, LLC, Member SIPC, 3800 Colonnade Parkway, Suite 600, Birmingham, AL 35243-2304, Tel: (205) 970-9782. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

• Member of GAMA, Society of Financial Services Professionals, Estate Planning Council of Mobile, AL
• Member/Board Member, NAIFA
• Member, LAMP

Trey Dorman - Financial Director Birmingham

Trey Dorman
Managing Director (Birmingham)

Office: (205) 440-4643
LinkedIn

Rick Zachry Financial Director Shreveport

Rick Zachry
Managing Director (Shreveport)

Office: (318) 227-4211
LinkedIn

Cliff Lloyd - Financial Director Southeast Louisiana

Cliff Lloyd, MBA, RICP®
Managing Director (Southeast Louisiana)

Office: (225) 300-1528
LinkedIn

Michael Scott Enos Financial Director Baton Rouge

Michael Scott Enos, CIC
Managing Director (Baton Rouge)

Office: (225) 300-1519
LinkedIn

Robert Brune COO Magnolia Wealth Strategies

Robert Brune
Chief Operating Officer

Office: (504) 613-2200
LinkedIn