04 Oct LISA HEERWAGEN
Lisa brings more than 40 years experience in financial services to her role leading operations, and human resources at QP Wealth Management. Throughout her career, she has served in leadership positions at RBC, Thomson McKinnon, and Morgan Stanley, where she began working with her current team in 2010. Licensed with her Series 7 and 66, Lisa combines technical expertise with a client-first approach, ensuring every detail is managed with care.
Beyond the office, Lisa divides her time between the Florida Keys and New Jersey with her husband, Rich. She enjoyed photography, reading, and spending time with family and friends–whether hosting, exploring, or simply soaking in the beauty of each place she calls home.