MARK WIGGINS

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MARK WIGGINS

MARK WIGGINS

Financial Advisor

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214.423.1007 | mark@triwealthllc.com

Mark began his financial services career on September 10th, 2001. He assists business owners and executive business leaders with holistic fee based financial planning, wealth management, asset protection, tax planning, retirement planning, estate planning, charitable and legacy planning, and business succession planning. Mark uses a team approach of legal, tax, and certified professionals. He is an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Representative offering securities through NYLIFE Securities LLC, and an Agent with New York Life Insurance Company.

Mark graduated with a B.A. and M.A. from Baylor University. He is also a life and qualifying member of the Million Dollar Round Table, formerly served on the Board of Governors with the Dallas Estate Planning Council, was elected among his peers, and served with New York Life’s National Agents Advisory Council and in volunteer leadership roles with various non-profit and charitable organizations.

When he is away from the office, Mark enjoys outdoor activities, running, long walks, spending time and traveling with his wife, Sue. Mark and Sue reside in McKinney, Texas. They have 3 adult children.

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.