skip to main content
Main Menu
WCG logo color
  • WHO WE ARE
    • Our Team
      • Our Designations
        • Our Alliances
        • WHAT WE DO
          • Our Process
            • Clients We Serve
            • AREAS OF EXPERTISE
              • Wealth Management
                • Personal Planning
                  • Business Strategies
                    • Solutions for Physicians
                      • Financial Planning
                        • Employee Benefits
                          • Business Exit Planning
                          • CLIENT EDUCATION
                            • Combined Video Library
                              • About The Nautilus Group
                                • Concepts and Strategies
                                • CONTACT US
                                  • CLIENT LOGIN
                                    • Personal Planning Dashboard
                                      • American Funds
                                        • Mainstay Funds
                                          • Eagle Strategies/NYLIFE Securities
                                            • New York Life
                                            Drew headshot

                                            DREW SCHMIDT


                                            PROFESSIONAL

                                            Drew is a partner and financial advisor at Wealth Conservation Group. In his day-to-day, he focuses on helping clients develop and execute wealth strategies that align with their goals. Drew enjoys making a difference for his clients, and he understands the importance of listening first, advising second. As a result, every plan he makes is specifically designed to address the unique needs of each client.

                                            With over two decades of experience under his belt, Drew is passionate about making life easier for his clients. He educates them on their financial life, walks them through their options, and gives them the information they need to make the decision-making process easier. Throughout his career, Drew has proudly come to think of his clients as friends and family, and he appreciates the deep connections he’s forged with every one of them.

                                            Drew works with a diverse set of clients, but his sweet spot is in helping small business owners and those nearing retirement. He understands that the decisions these clients make today can have a big impact on their future financial well-being. His focus is on lifting the burden of preparing and planning off their shoulders and helping them understand what’s needed in order to reach their goals.

                                            EDUCATION & BACKGROUND

                                            Drew graduated from James Madison University with a degree in Finance in 2001. For his first two years out of college, he worked on the New York Stock Exchange. In 2003, Drew joined his father’s advisory firm and has continued to provide personal planning services here ever since.

                                            Drew is a Life Underwriter Training Council Fellow (LUTCF®) professional and NAIFA member.

                                            COMMUNITY INVOLVEMENT

                                            Drew enjoys being an active member of his church, the Centerport United Methodist Church. He currently serves as the Finance Chair on the church board.

                                            PERSONAL LIFE

                                            Drew and his wife, Dana, have lived in Northport, NY since 2006. In his opinion, Northport and its small town charm is one of the best places to live and raise their three kids, Gavin, Devon, and Rory.

                                            Living right on the water, Drew and his family love going out on their family boat in the summer. In fact, their most memorable family vacation was spent swimming, snorkeling, and having tons of fun in the sun on a Disney Cruise. In the winter, the family enjoys taking ski trips to upstate New York, Maine, and Colorado.

                                            Drew loves to get outside and get active. Running is his go-to exercise, which he calls his natural anti-anxiety cure. He tries to squeeze in a running session whenever he can, but he and Dana are kept busy all year long managing their kids’ sports practices and schedules.

                                            Disclosure

                                            Joseph Brida 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 AZ, CA (CA Insurance License #0D15936), CT, FL, GA, MD, NC, NJ, NY, PA, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                                            As a New York Life Agent, Joseph Brida is licensed and authorized to offer insurance in California, but Wealth Conservation Group, Inc. may not be. For additional information on California licensure status, please click here.

                                            Joseph Brida 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2915. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, NC, NJ, NY, PA, RI, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Joseph Brida 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 CA, CT, FL, GA, NC, NJ, NY, PA, RI, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Joseph Brida 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.

                                            Paul La Cava 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 CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, and VA. No insurance business may be conducted outside the states referenced.

                                            Paul La Cava 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2911. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, FL, GA, NC, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Paul La Cava 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 AZ, CT, DE, FL, GA, NC, NJ, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Mark Heinemann 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 AZ, CT, DC, FL, IL, MA, MD, ME, MN, NC, NJ, NM, NY, OH, PA, and SC. No insurance business may be conducted outside the states referenced.

                                            Mark Heinemann 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-2991. In this regard, this communication is strictly intended for individuals residing in the states of CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Mark Heinemann 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 CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Keith Macpherson 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 CT, FL, HI, NC, NJ, NY, and SC. No insurance business may be conducted outside the states referenced.

                                            Keith Macpherson 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-5883. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NC, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Keith Macpherson 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 CT, FL, NC, NJ, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Drew Schmidt 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 CO, CT, DE, FL, MA, NC, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                                            Drew Schmidt 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, 520 Broadhollow Rd, Melville, NY, 11747. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Drew Schmidt 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 CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Wealth Conservation Group, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                            Neither Wealth Conservation Group, Inc. 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.​

                                            For more information about NYLIFE Securities LLC and its investment professionals.

                                            Click here
                                            WCG logo color
                                            • WHO WE ARE
                                              • Our Team
                                                • Our Designations
                                                  • Our Alliances
                                                  • WHAT WE DO
                                                    • Our Process
                                                      • Clients We Serve
                                                      • AREAS OF EXPERTISE
                                                        • Wealth Management
                                                          • Personal Planning
                                                            • Business Strategies
                                                              • Solutions for Physicians
                                                                • Financial Planning
                                                                  • Employee Benefits
                                                                    • Business Exit Planning
                                                                    • CLIENT EDUCATION
                                                                      • Combined Video Library
                                                                        • About The Nautilus Group
                                                                          • Concepts and Strategies
                                                                          • CONTACT US
                                                                            • CLIENT LOGIN
                                                                              • Personal Planning Dashboard
                                                                                • American Funds
                                                                                  • Mainstay Funds
                                                                                    • Eagle Strategies/NYLIFE Securities
                                                                                      • New York Life

                                                                                      Copyright . New York Life Insurance Company. All Rights Reserved.

                                                                                      Privacy Policy

                                                                                      NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                                      For additional information, visit Customer Relationship Summary.pdf

                                                                                      Your Privacy Choices