About Us
Central Wealth Management is a client-centric firm. What that means for you is that we as a Registered Investment Advisor (RIA) fiduciary FIRM, focus solely on the best interests of each of our clients, rather than focusing on trying to sell a product or service. We take client-centric service so seriously, that we made it a point to name our company so you know that everything we do is centered around you.
Eric Heiting, CFP®, ChFC®, CLU®, LUTCF
Founder and President
Eric Heiting is the founder and owner of Central Wealth Management, LLC with the office located in Madison, WI. He is a graduate of the University of Wisconsin-Eau Claire where he earned a Bachelor of Business Administration degree. After college, Eric chose to focus on financial planning following his father's 40 year path working in the financial industry. Eric has worked with over hundreds of clients across the country utilizing a holistic approach to financial planning since 1998.
Eric Heiting is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial planning and working with clients on diverse objectives. The transformation from paying off student loans, to saving for retirement, to enjoying retirement, and then ultimately passing down wealth is a long term process that requires lots of work, and Eric enjoys providing guidance and ideas on how those dreams, wants and wishes can be accomplished.
In addition to financial and investment planning, Eric coordinates with CPAs and estate planning attorneys to help create tax strategies and estate plans that are efficient and protect clients’ assets.
Personally he is happily married to his wonderful wife Jodi. They reside in Middleton, WI with their three very energetic boys. Eric loves hanging out with his family and has a passion for wine and cars.
Fun Facts About Eric
Paula Linskens, MBA, FLMI, ACS
Director of Operations
Paula Linskens has worked with Eric Heiting since 2014. She administers and manages the firm’s day to day activities. A wide knowledge of operations in the financial industry from her prior experiences, combined with a passion for high quality service and efficiency, result in a positive client experience marked by thoughtfulness.
Prior to this position, she worked for a Fortune 100 insurance company for over 9 years taking on a variety of responsibilities and tasks. She graduated with both a Bachelor of Business Administration and Master of Business Administration from Edgewood College in Madison, WI. She holds her FLMI and ACS LOMA certifications, and earned her Life and Health insurance license in 2014.
Personally she loves spending time with her husband and her two sons. She enjoys cooking, baking and being active whenever possible.
Fun Facts About Paula
Jeff Randolph
Investment Consultant
Jeff Randolph brings more than twenty years of experience in stock investments, options, and asymmetrical speculation. Growing up with a grandfather who was a stockbroker and investment adviser, he owned his first stock by the age of seven and studied markets for all of his adult life. He sees the markets as a puzzle where the pieces change every day and need to be analyzed to be put back together. He is always reading and looking to learn how the world is evolving and critically evaluate that information to apply to different investment theses. Jeff has a bachelor’s degree in Geology from the University of Wisconsin-Parkside which led to an interest in resource and value investing.
When markets are closed, he enjoys time with family and being outdoors. Jeff has a passion for healthy living, cooking, and travel.
Monika Koszylko
Client Care Specialist
Monika joined Central Wealth Management LLC team in September 2018. In the past, she worked as an Account Manager for a visual marketing provider, assisting companies to manage their inventory, support external clients and provide overall creative customer service to meet their needs. She has a genuine interest in serving our clients and is focused on providing excellent service to them.
In her free time, she enjoys spending time with her husband, two daughters and their dog, Oliver.
Fun Facts About Monika
Katie Lindquist
Financial Planner
Katie Lindquist is a financial planner with Central Wealth Management, LLC, bringing over a decade of professional advisory experience to her role. It was during her five years in mortgage banking where Katie discovered her passion for building custom solutions around the unique financial goals of her clients. Katie is a graduate of the University of Wisconsin-Madison with a Bachelor of Science degree.
Katie strives to remove the unnecessary fear and confusion around managing finances with her honest, clear, and thorough approach. Thanks to the client-focused team and structure at Central Wealth Management, Katie is thrilled to be able to provide fully personalized, goal-based guidance as opposed to one-size-fits-all or product-based advice.
Outside of the office, Katie enjoys spending time with her wonderful family, seeing friends, staying active, reading, and volunteering in her community.
Fun Facts About Katie
Shaw Laqua
Project Manager
Shaw joined Central Wealth Management, LLC with over 17 years of industry experience and arrived with an extensive skill set. His background includes licensing, registration, and operations. Having spent years in management at a Fortune 100 insurance company Shaw understands what we need from him and how he can help us. He’s service focused and enjoys problem solving. He’s a Registered Operations Professional and has FLMI, ACS and ARA designations.
His role is primarily to plan and oversee projects within our organization.
Shaw and his wife Eve have two young sons. In his spare time, he enjoys playing with his boys, spending time outdoors, cooking, and traveling.