Meet Our Team

Steven J. Heussner, ChFC®, CLU®

Founder and CEO, Mogul Wealth Strategies, LLC

CA Insurance Lic #0B64476

Steven Heussner is founder and CEO of Mogul Wealth Strategies, LLC . Heussner’s professional career began in 1984 as a financial analyst in Fina Oil & Chemical Company’s Strategic Planning Department. Heussner’s investment and insurance career began in 1988 when he joined New York Life as an agent. At New York Life, he has won numerous company and industry awards. He founded Heussner Insurance Agency, Inc 1996 and then Mogul Wealth Strategies in 2010 where he serves a large number of business owners and wealthy families.

He is a member of the Million Dollar Round Table,* National Association of Insurance and Financial Advisors, Associated General Contractors, Associated Building Contractors and the Construction Financial Management Association. He has served as President of the Princeton Alumni Association of D/FW and President of Richardson Noon Toastmasters. He is a past board member of the Dallas Chapter of the Construction Financial Management Association and has served on the Leadership, Insurance and Legislative committees of the Associated General Contractors. He has served as Chairman of the International Risk Management Institute’s Construction Benefits Conference. He has served as a board member for the City of McKinney’s Economic Development Corporation and Chamber of Commerce, and he volunteers for the Prison Entrepreneurship Program.

Steven and his wife, Risa, have lived in McKinney, TX, since 1992, and they have two adult children. In his free time, Steven plays on a hockey team and enjoys golf, skiing, cooking, and all types of exercise. He received a B.S.E. in Civil Engineering from Princeton University in 1984.

*The Million Dollar Roundtable is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


Eric Heussner Headshot

Eric Heussner

Licensed Service Assistant

Eric joined our team in March of 2018. His passion for quality customer service makes him a valuable asset to the team, and having worked in various industries, brings a fresh and new perspective.

Eric resides in The Colony after spending the last few years in Tzaneen, South Africa, Anchorage, Alaska and Austin, Texas. He enjoys traveling, hiking, skiing, spending time outdoors and watching sports. He also enjoys volunteering for the Prison Entrepreneur Program and participating in Richardson Noon Toastmasters.

Disclosure

Steven Heussner is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #1190268), CA (CA Insurance License #0B64476), CO, DC, FL, GA, IL, KS, KY, LA, MA, MI, NJ, NM, NY, OH, OK, TN, TX, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

Steven Heussner is a Registered Representative of and offers 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, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 972-987-8830. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, LA, MI, MN, NJ, NM, OK, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Steven Heussner is also a Financial Adviser 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 AR, AZ, CA, CO, FL, LA, MI, MN, NJ, NM, OK, TX, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Steven Heussner 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.

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

Neither MOGUL WEALTH STRATEGIES, 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.