04 Oct LISA HEERWAGEN
Lisa coordinates the team’s operations and compliance. From the largest request to the smallest task, Lisa strives to exceed client expectations and excels at addressing questions quickly, efficiently, and with exceptional care and integrity.
With more than 38 years of financial services experience, Lisa has had the opportunity to work for financial organizations including RBC, Thomson McKinnon and Morgan Stanley. Prior to co-founding QP Wealth Management, Lisa served as a vital member of this team at Morgan Stanley and has worked with them since 2010. Lisa makes it her personal mission to help clients without them having to worry about the small details.
Lisa currently lives in Summerland Key, Florida with her husband, Rich. Lisa, when not working with clients, enjoys photography, reading, and spending time with her family.