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Eric Heiting, CFP®, ChFC®, CLU®, LUTCF
Eric Heiting is the founder and owner of Physician Wealth Strategies, 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 200 physicians across the country utilizing a holistic approach to financial planning since 1998.
In addition to investment planning, Eric also coordinates with CPAs and estate planning attorneys to help create tax strategies and estate plans that are efficient and protect clients’ assets. The foundation of his practice is built on trust. It results in long lasting relationships with the clients who continue to expand through introductions to friends and families.
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.
Paula Linskens MBA, FLMI, ACS
Paula Linskens joined Physician Wealth Strategies as the Office Manager in September 2014, bringing a wide knowledge of operations in the financial industry, combined with a passion for high quality service and efficiency.
Prior to this position, she worked for a fortune 100 insurance company since 2005 taking on a variety of responsibilities and tasks. She graduated with both a BA in Business Administration and an MBA 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.
Eric Engstrom
Eric Engstrom has been with Physician Wealth Strategies since 2017, serving as Project Manager. His role is primarily to oversee company projects, monitoring their progress and performance, as well as preparing necessary reports.
Before joining Physician Wealth Strategies, 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.