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Lisa Heiden

Lisa Heiden

Office Manager

Lisa joined CWP Private Wealth Management in 2016 and serves as the Office Manager. She works directly with clients, assists in developing new systems, and ensures office operations run smoothly. Lisa’s 20 years of customer service experience and 15 years of experience in the banking industry has translated well into financial services and office management.

In her spare time, Lisa and her husband love watching their son and daughter play sports. She also enjoys spending time with family and friends, playing softball, darts, and sheepshead.

Education and Professional Licenses
  • Bachelor of Business Administration – University of Wisconsin – Milwaukee
  • Bachelor of Communications – University of Wisconsin – Milwaukee