MARK G. HEINEMANN

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.