Meet Our Team
Joseph R. Brida,
CFP®, ChFC®, CLTC®
Email Joe
Joe is the managing partner of the Wealth Conservation Group. He has been in the insurance industry since 1979 when he started his career with New York Life Insurance Company. He is notably recognized throughout the industry and offers financial planning services through Eagle Strategies LLC, a registered investment adviser, providing guidance to clients on conserving their wealth through effective financial and estate planning. His business focuses on assisting high net worth clients and small business owners in pension planning, wealth management, retirement planning, insurance and estate planning.
Joe has been a member of the Chairman’s Council at New York Life since 1980 and is a prestigious Lifetime member of the Million Dollar Round Table* (MDRT) where he is a selected Life, Honor Roll, and Top of the Table member. He is also a member of the Nautilus Group®, a service of New York Life Insurance Company, and has extensive experience in case design for high net worth clients in estate and business planning. Joe actively engages many well-known charitable organizations focusing on estate planning for wealthy donors, and is currently a member of the National Committee On Planned Giving and the Charitable Estate Planning Council of Long Island.
Joe works with leading estate planning attorneys and certified public accountants and is a sponsor for industry seminars for specialists in estate and elder law, pension, personal and corporate income tax management. He has been recognized for receiving the National Quality and National Sales Achievement awards and was selected to serve on New York Life’s Agent Advisory Committee. He has been a guest speaker for NYLIC University broadcasts on advanced insurance and estate planning and for leading Long Island companies on Executive Compensation and Retirement Planning. Joe also lectures on Long Term Health Care for senior citizens throughout retirement communities on Long Island.
Joe holds the designations of Chartered Financial Consultant (ChFC®), Certified Financial Planner(TM) (CFP®) Professional, Certified in Long Term Care (CLTC®), is a member of the Society of Financial Professionals, Financial Planning Association, National Committee on Planned Giving, and holds a Bachelor of Science degree in Psychology from Stonybrook University. He is a Registered Representative for NYLIFE Securities LLC (member FINRA/SIPC); New York State licensed in Life Insurance, and an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser.
Mark G. Heinemann,
CLU®, AEP®, MSFS, ChFC®, CLTC®
Email Mark
Mark is a partner of the Wealth Conservation Group. As a financial professional, he has spent over 30 years focusing his efforts on comprehensive financial planning, providing high net worth individuals, business owners, executives and physicians with innovative solutions to achieve their personal, financial and legacy goals.
Mark holds the designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and a Master of Science in Financial Services (MSFS) from The American College. He is also certified in Long Term Care (CLTC®) and AEP®. Mark received his B.S. in Quantitative Analysis from St. John's University.
He is a member of the National Association of Estate Planners and Councils and National Association of Insurance and Financial Advisors. He is a registered Representative of NYLIFE Securities LLC (member FINRA/SIPC) and a Registered Investment Advisory Representative with Eagle Strategies LLC (a registered Investment adviser). He is also a Lifetime Member of the Million Dollar Round Table (MDRT) which is recognized internationally as the standard of excellence in the life insurance industry by demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.
Paul LaCava,
ChFC®, MSFS, RICP®
Email Paul
Paul is a financial advisor and a partner of Wealth Conservation Group with more than 27 years of experience in building custom-tailored financial plans with a high level of expertise and integrity for his clients. He focuses on working with business owners, executives, physicians and retirees in the areas of estate planning, asset management and retirement income strategies.
Paul is a registered Representative of NYLIFE Securities LLC (member of FINRA/SIPC) and a Registered Investment Advisory Representative with Eagle Strategies LLC^ (a registered investment advisor).
He is a recognized expert in the use of life insurance for estate preservation and tax preferred strategic wealth planning. He is a lifetime member of the Million Dollar Round Table (MDRT) which is acknowledged internationally as the standard of excellence in the life insurance industry by demonstarting exceptional professional knowledge, strict ethical conduct and outstanding client service.
Paul holds a Master of Science in Financial Services (MSFS) degree from the American College, is a Chartered Financial consultant (ChFC®) and a Retirement Income Certified professional (RICP®). Paul received his B.S. in Finance from St. John's University.
Keith Macpherson
Email Keith
Keith is a partner of Wealth Conservation Group with 14 years of experience building comprehensive plans to help his clients achieve personal and financial objectives. He works with a wide range of clients, primarily focusing on business owners, executives, physicians and retirees to formulate customized solutions that include estate planning, asset management, and retirement income strategies. Keith is currently completing the course of study to earn the designation of Retirement Income Certified Professional (RICP®).
Keith takes great pride in building long term relationships grounded in trust and mutual understanding. He ensures his clients are well informed throughout the planning process, educating and empowering them with a true understanding of how each component of the plan contributes to overall successful goals.
Keith graduated from Marist College in May of 2003, and resides in Long Beach, New York with his wife, Danielle and their daughter, Catherine.
|
