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 brings over 28 years of experience helping clients navigate complex financial decisions with clarity and confidence. A graduate of the University of Wisconsin–Eau Claire with a Bachelor of Business Administration. As a Certified Financial Planner™ professional, Eric collaborates closely with CPAs and estate planning attorneys to design comprehensive tax strategies and estate plans that align with each client’s vision for the future. Outside of work, he enjoys spending time with his family.
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.
Outside of work, Paula enjoys spending quality time with her husband, their two sons and their dog, Nico. She finds joy in cooking, baking, travelling, and maintaining active lifestyle.
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 has worked in the financial services industry as a Client Care Specialist since 2018, with a focus on building strong client relationships and providing responsive, high-quality service. She has a genuine interest in serving our clients and is focused on providing excellent service to them. Outside of work, she enjoys cooking, outdoor activities, and spending time with her family.
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.