MEET OUR TEAM

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KIRK QUASCHNICK

KIRK QUASCHNICK

CLU®, CHFC®, ARPC
CEO / Financial Advisor
JASON J. TOBIAS

JASON J. TOBIAS

Director of Financial Services
KEITH LYNCH

KEITH LYNCH

MANAGER OF INVESTMENT SERVICES
JENNIFER FAVORS

JENNIFER FAVORS

DIRECTOR OF INSURANCE SERVICES
SONJA QUASCHNICK

SONJA QUASCHNICK

CPA
ALEXANDRA GALE

ALEXANDRA GALE

DIRECTOR OF SOCIAL MEDIA
THERESA BAKER

THERESA BAKER

DATA SERVICES COORDINATOR
MIKE EMERY

MIKE EMERY

FINANCIAL SERVICES PROFESSIONAL
JAN RAGLAND

JAN RAGLAND

LUTCF®, CLTC®
FINANCIAL SERVICES PROFESSIONAL
CAMERON REEVES

CAMERON REEVES

CLU®, RCIP®, LUTCF®
FINANCIAL ADVISOR
MARK WIGGINS

MARK WIGGINS

FINANCIAL ADVISOR
Disclosure

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the states of AL, AR (AR Insurance License - Kirk #1073789, Mark #5783147), AZ, CA (Kirk CA Insurance License #0I00890), CO, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MO, NC, NJ, NM, NY, OH, OK, OR, SD, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Kirk Quaschnick, Janice Ragland, Edward Emery, Cameron Reeves, and Mark Wiggins are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14111 King Rd Ste 520, Frisco, TX, 75036, 214-420-7152. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Kirk Quaschnick, Cameron Reeves, and Mark Wiggins are also a Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MI, MO, NC, NM, NY, OH, OK, OR, PA, SD, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Kirk Quaschnick is a Member Agent of The Nautilus Group, a service of New York Life Insurance Company.

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.

TRI WEALTH, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRI WEALTH, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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