04 Oct LISA HEERWAGEN
Lisa leads the operations, compliance, and human resources functions for the team, ensuring seamless service and exceptional client care. Whether managing large-scale initiatives or addressing day-to-day needs, Lisa consistently goes above and beyond to exceed client expectations with efficiency, attention to detail, and unwavering integrity.
With over 40 years of experience in financial services, Lisa has built a distinguished career, holding pivotal roles at industry-leading institutions such as RBC, Thomson McKinnon, and Morgan Stanley. Her expertise spans a broad spectrum of operational and client service functions, supported by her Series 7 and Series 66 licenses, which underscore her deep knowledge of the financial industry. Before co-founding QP Wealth Management, Lisa played a key role at Morgan Stanley, where she worked closely with her current team since 2010. Her dedication to simplifying complex processes and delivering personalized service empowers clients to focus on their goals with confidence and peace of mind.
Lisa resides in both the Florida Keys, and New Jersey with her husband, Rich, enjoying the unique lifestyle each location offers. Whether soaking in the serene beauty of the Keys or embracing the vibrant pace of life in New Jersey, Lisa finds inspiration in her surroundings. She has a passion for photography, capturing moments that reflect the charm of each place. An avid reader, Lisa enjoys exploring a wide range of genres, from thought-provoking non-fiction to captivating novels. She treasures time spent with family and friends, whether hosting gatherings, exploring new adventures, or simply enjoying life’s special moments in both states.