Our Team

Paul LaCava, ChFC®, MSFS
(631) 391-2911
placava@eaglestrategies.com

Paul graduated from St. John’s University in 1991 with a Bachelor of Science in Finance. In December of 1991, Paul joined New York Life to start his career in the financial services industry. Paul is a lifetime member of the Million Dollar Round Table (MDRT). Members of MDRT are 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 holds the designations of Chartered Financial Consultant (ChFC®) and Masters of Science in Financial Services (MSFS) from the American College. The American College is the nation’s oldest and largest academically accredited educational institution devoted exclusively to financial services. These degrees focus on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. Paul is actively taking classes to obtain the designation Retirement Income Certified Professional(RICP). These classes focus specifically on creating an effective retirement income plan that addresses social security, income taxes, estate issues and other risks that may jeopardize a client’s retirement.

Paul focuses on assisting high net worth clients, executives and business owners in pension planning, retirement planning, insurance and estate planning. He is a member of Eagle Strategies Corp., A Registered Investment Advisor. This affiliation allows Paul to offer an objective, fee-based approach to financial planning when working with his clients. He also utilizes a fee-based “assets under management” approach in his investment advisory services. This allows Paul to offer investment programs ranging from separately managed portfolios of stocks and bonds to no-load, load waived and institutional mutual funds.

 


 

Ron Gallina, CLTC, LUTCF
(631) 391-2911
rgallina@ft.newyorklife.com

Ron began his career in the financial services industry in 1991 and joined New York Life Insurance Company in January of 1992. Shortly after beginning his career with New York Life, he was the recipient of many prestigious awards such as T.A.S. Agent Of The Year (1993, 1994) as well as the National Quality Award and the Senior Vice President Award (1995).

Ron is a lifetime member of the Million Dollar Round Table (MDRT). Members of MDRT are recognized internationally as the standard of excellence in the life insurance industry by demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.

Ron holds the designations of Certified in Long Term Care (CLTC) and Life Underwriter Training Council Fellow (LUTCF).

The CLTC designation focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. The CLTC designation has been recognized and supported by The American College, NAIFA and major insurance carriers.

The LUTCF is a professional designation that marks an agent’s long-term commitment to professionalism on behalf of clients, establishes the agent’s competence and business experience, marks a commitment to The American College’s and NAIFA’s Code of Ethics and fosters additional professional development. A Fellow has successfully completed five courses of the curriculum, in addition to an Ethics Course and must be a member in good standing of the National Association of Insurance and Financial Advisors (NAIFA).

 


 

Mary Ellen Kennedy
Director of Operations and Policy Service Manager

Mary has been in the financial services industry since 1989 and joined the firm in 1998. Mary is responsible for managing the daily operations of the life, annuity, long term care and investment division of the company. She reviews all incoming applications and works directly with our clients and the insurance / investment companies during the underwriting process. She maintains direct contact with our clients after the underwriting process is completed and tends to all policy service needs.

 


 

Teri Gallina
Group Insurance Service Manager

Teri has been with the firm since 1994. Teri is responsible for the employee benefits division of the company. She works closely with the human resource departments of our clients and helps them administer their employee benefit programs on a daily basis. Her functions include supporting our clients with the following: enrollments, terminations, billing and claims issues and renewal processing.

 


 

Jane Cardinale
Group Insurance Service Assistant

Jane has been in the financial services industry since 2006 and joined the firm in 2012. She works closely with the human resource departments of our clients and helps them administer their employee benefit programs on a daily basis. Her functions include supporting our clients with the following: enrollments, terminations, billing and claims issues and renewal processing.

 


 

Danielle Brooks
Executive Assistant

Danielle recently joined the firm in 2014. She works closely with Paul and Mary to support them in the financial planning, and the investment advisory division of the company.