Jan 30, 2018
An annuity is a contract with an insurance company in which you make one or more payments in exchange for a future income stream in retirement. The funds in an annuity accumulate tax deferred, regardless of which type you select. Because you do not have to pay taxes...View Contact Info of our 31 locations in LA, MS, AL, and FL
Richard A. Schega, CFP®, MBA
General Agent
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
I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of financial products gives my clients the confidence they need when working with a financial professional.
As a female professional and the spouse of an educator, I understand the challenges that both females and educators face trying to balance multiple roles in their lives. I recognize the tremendous sense of self satisfaction that comes when you know your work is making a difference. My goal is to assist families and educators with building their financial freedom by having the skills, knowledge and experience to ensure my clients feel comfortable and confident with the decisions that are being made. I have been in the business for seventeen years, and I have lived in the Northwest Florida panhandle community all my life. My husband and I are empty nesters as our two sons are grown and have families of their own. Today, one of my favorite and best experiences is being a grandmother. Our family has grown from a family of four to a family of eleven which includes five grandsons. We are looking forward to everything the future brings.
Lori Brabham is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. www.sipc.org. Supervisory Address: 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. (504) 613-2000. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. CRN202103-244618
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