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                                            Keith headshot

                                            KEITH MACPHERSON

                                            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 taking graduate level courses in estate and retirement planning to enhance his training and education.

                                            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.

                                            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
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                                            • 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

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