Magnolia Wealth Strategies

Main Office

3838 N Causeway Boulevard, Suite 3400
Metairie, LA 70002-8194

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Rich Schega

General Agent

Our Financial Professionals

  1. Xavier Angel

    ChFC®, CLTC®

    Magnolia Wealth Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • LGBTQ
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    Languages:

    • English
    • Barry J. Bellina

      LUTCF®, MBA

      Magnolia Wealth Strategies

      Focus:

      • Insurance Strategies
      • Business Owners
      • Investment Strategies

      Languages:

      • English
      • Brandy R. Bellina

        MBA

        Magnolia Wealth Strategies

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies

        Languages:

        • English
        • Tony E. Bird

          AAMS®, MBA

          Magnolia Wealth Strategies

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners

          Languages:

          • English, Spanish
          • Bart Broussard

            CFP®

            Magnolia Wealth Strategies

            Focus:

            • Insurance Strategies
            • Business Owners
            • Investment Strategies

            Languages:

            • English
            • Stephen Caldarera

              CLTC®, LUTCF®

              Magnolia Wealth Strategies

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • John Dawes

                Magnolia Wealth Strategies

                Focus:

                • Insurance Strategies
                • Business Owners
                • Retirement Strategies
                • Risk Management Strategies
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                Languages:

                • English
              • Nancy Giraldo

                CLTC®, LUTCF®

                Magnolia Wealth Strategies

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Special Care
                • Retirement Income Planning
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                Languages:

                • English, Spanish
                • Mukund M. Hanumante, PhD

                  CLU®, CLTC®

                  Magnolia Wealth Strategies

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Wayne Hebert

                    Magnolia Wealth Strategies

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Business Succession Planning
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                    Languages:

                    • English
                    • John Heigle

                      Magnolia Wealth Strategies

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Risk Management Strategies
                      • Retirement Income Planning
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                      Languages:

                      • English
                    • Andrew Herpich

                      Magnolia Wealth Strategies

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Cham Mehaffey

                        CLTC®, CLU®, ChFC®

                        Magnolia Wealth Strategies

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners
                        • Special Care
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                        Languages:

                        • English
                        • Jeremy J. Papania

                          Magnolia Wealth Strategies

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Retirement Income Planning
                          • Risk Management Strategies
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                          Languages:

                          • English
                          • Susan Roudolfich

                            Magnolia Wealth Strategies

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Retirement Income Planning
                            • Retirement Strategies
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                            Languages:

                            • English
                            • Robert Smith, Jr

                              LUTCF®

                              Magnolia Wealth Strategies

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                              CRN202109-253382