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by magnolia | Mar 29, 2018 | Investing
Lewis Carroll, the author of Alice's Adventures in Wonderland, once said, "If you don't know where you're going, any road will get you there." This is certainly true when it comes to investing: If you don't know where you're headed financially, then it is not as vital...
by magnolia | Mar 29, 2018 | Financial Planner, Retirement Planning
When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you take the payout as systematic payments, a lifetime annuity, or a lump sum? Systematic...
Noble – Small Village in Sabine Area of LA
by magnolia | Mar 29, 2018 | Noble
Noble is a small village in Sabine Parish, Louisiana, United States. The population was 259 at the 2000 census. Noble is located on the KCS railroad between Bayou San Patrico and Bayou San Miguel. The settlement of this section dates back to the 1830's. Among...
West Monroe and Monroe – Twin Cities of North Louisiana
by magnolia | Mar 22, 2018 | West Monroe
West Monroe is a city in Ouachita Parish, Louisiana, United States. It is situated on the Ouachita River, across from the neighboring city of Monroe. The two cities are often referred to as the Twin Cities of northeast Louisiana. The mayor, Dave Norris, a Democrat,...
Doing Business in Mobile Alabama
by magnolia | Mar 20, 2018 | Mobile
Due to the prime Location that Mobile enjoys on the Gulf Coast as well as her affordability of living, and it becomes clear that a small company in Mobile Alabama can and will certainly proceed to thrive as well as to add to the healthy development of this attractive...
Magnolia Wealth Strategies
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.
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.
© 2020 Magnolia Wealth Strategies | Check the background of this financial professional on FINRA's BrokerCheck | Privacy Policy | Terms of Use | CRN202103-244380
Richard A. Schega, CFP®, MBA
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.
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)
Bio - Lori Brabham
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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