You are at the center
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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 Headshot

Eric Heiting, CFP®,
ChFC®, CLU®, LUTCF

Founder and President

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Paula Linskens Headshot

Paula Linskens, MBA

Director of Operations

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Eric Engstrom Headshot

Eric Engstrom, CIMA®

Director of Investment Management

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Monika Koszylko Headshot

Monika Koszylko

Client Care Specialist

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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

What I wanted to be when I grow up?

Play for the Dallas Cowboys

Favorite part of my job?

Meeting new people and watching how the financial aspects of planning come together

Interesting fact about me?

I play acoustic guitar

Things I do to relax outside Central Wealth Management?

Enjoy a good glass of red wine with my best friend, my lovely wife Jodi

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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

Favorite part of my job?

Knowing that I have helped our clients, made it easier and pleasant for them

Interesting fact about me?

I can speak English and Polish

Favorite place on the planet?

Sunny sandy beach at the seaside

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Eric Engstrom, CIMA®

Director of Investment Management

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.

Fun Facts About Eric

What I wanted to be when I grow up?

Astronaut, until realizing that I'm too tall to fit in the space shuttle

Favorite part of my job?

Taking a group of investments and finding the best way for them to work together

Favorite Sports to Play?

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.

Biggest Accomplishment Growing up?

Minnesota state champion and national runner-up in Speech and Debate

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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

What I wanted to be when I grow up?

A teacher

Favorite part of my job?

Meeting and talking to new people as well as getting to know and nurture existing relationships.

What sport did you play growing up?

Volleyball

What characteristics do you most admire in others?

I admire people that are honest and who overall have a positive outlook on life

Monika family collage

Our Vows

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.

Transparency

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.

Trust

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.

Simplicity

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 Expertise

Guidance and Coordination

Our holistic approach brings all aspects of your financial plan together.

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Retirement Planning

Helping you make the most of your Golden Years.

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Asset
Management

Trusted advice and security for your investments

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Insurance Solutions

Protection is the ground level of any financial infrastructure

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Other Services

A wide array of tools designed for you

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Analyst's Corner - Finance Blog

Learn about some of the latest financial trends from our Director of Investment Management

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