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 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.
Play for the Dallas Cowboys
Meeting new people and watching how the financial aspects of planning come together
I play acoustic guitar
Enjoy a good glass of red wine with my best friend, my lovely wife Jodi
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.
Knowing that I have helped our clients, made it easier and pleasant for them
I can speak English and Polish
Sunny sandy beach at the seaside
Eric Engstrom is a Certified Investment Management Analyst® professional and serves as the Director of Investment Management. His role is primarily to oversee the investments, monitoring their progress and performance, as well as preparing necessary reports and analysis.
Before joining Central Wealth Management, Eric worked as a financial advisor for a Fortune 100 company, holding licenses in Life and Health Insurance and Securities. He is a graduate of Macalester College in St. Paul, MN, with a degree in Astrophysics.
Outside of work, Eric enjoys the many sports leagues around Madison and sunny visits to the dog park with his wife, Gwen, and their two dogs, Cooper and Sam.
Astronaut, until realizing that I'm too tall to fit in the space shuttle
Taking a group of investments and finding the best way for them to work together
Played defensive line in college and coach high school football in Madison, as well as playing in Madison leagues for ultimate frisbee, volleyball and basketball.
Minnesota state champion and national runner-up in Speech and Debate
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.
Meeting and talking to new people as well as getting to know and nurture existing relationships.
I admire people that are honest and who overall have a positive outlook on life
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.
Michael Jordan (Go Bulls)
Bringing trust and transparency to provide a comfortable, effective process for my clients.
My favorite volunteer role was being head coach for a high school girls' lacrosse team. We had a really fun, successful season and I loved getting to help improve their skills, development, and confidence.
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.
My father spent 37 years in the industry and encouraged me to try it.
I was born in Montana and spent the early years of my childhood there.
Fall. Football and beautiful weather. What more could I ask for?
Madison, Wisconsin. For someone who enjoys sporting events and outdoor activities, this is the place for me.
Other advisors make promises, but we make vows. Our vow to you is to not only ensure you are central to the planning process, but also that we will be transparent, trustworthy and that we will ensure simplicity and understanding of your financial plan throughout the duration of our professional relationship.
We strive to be straightforward and genuine when discussing every aspect of your financial picture. After all, this is your plan and you should feel confident in knowing each piece of the puzzle.
Each relationship we have with a client has to be built on trust. We take our clients' trust very seriously, working hard to earn and maintain it is our daily objective.
One thing we often hear from clients is how complicated the financial world can be. And we agree. For that reason, we aim to present complex information clearly so you have the confidence in making significant decisions in your life.
Our holistic approach brings all aspects of your financial plan together.
Helping you make the most of your Golden Years.
Trusted advice and security for your investments
Protection is the ground level of any financial infrastructure
A wide array of tools designed for you
Learn about some of the latest financial trends from our Director of Investment Management