OUR FOCUSED COMMITMENT, INTEGRITY, AND EXPERTISE DELIVERS RESULTS FOR YOU.
Ready to get to know QP Wealth Management? We are a small group of dedicated financial experts who work in practiced partnership with each other to fuel client success. Together, we serve a select group of dynamic entrepreneurs and families who find a fit with us.
CHIEF EXECUTIVE OFFICER
CO-CHIEF INVESTMENT OFFICER
Jim is responsible for shaping the strategic vision at QP Wealth Management. He started in the business in 1989 and witnessed an evolution in wealth management that has defined QP’s why and how. Through the years he has developed and refined a thorough process to serve our client’s comprehensive needs. It begins with his deep understanding of each client and their family dynamic. From discovery to serving their legacy, his involvement and attention to detail are exceptional. The QP process ensures that all of the pieces of your financial life work in sync and that no stone is left unturned.
Jim also brings extensive knowledge of alternative investments to the QP team. His commitment to an enhanced due diligence process and ability to explain these complex products brings distinct value to the clients we serve.
Prior to co-founding QP Wealth Management, he was with Morgan Stanley where he served as an Alternatives Investment Director, Portfolio Management Director, and Family Wealth Director.
Jim served as Regional Sales Manager at Fleet Enterprises and Senior Vice President at Wachovia Securities before joining Morgan Stanley. He holds a B.S. in Accounting from Rutgers University.
Jim grew up in a military family and is Chairman Emeritus and a board member for the Marine Corps Scholarship Foundation in New Jersey. He lives in Long Branch with frequent visits from college-age daughters, Mary, Victoria, and Ashleigh. His favorite leisure-time pursuits include golf and helping his daughters reach for their goals.
CO-CHIEF INVESTMENT OFFICER
Thom serves as the lead portfolio manager at QP Management Group. His knowledge of fixed income, equities, and options strategies is the core of his more than 9 years of asset management experience. Thom is an avid researcher, always striving to uncover new opportunities to complement client portfolios as well as mitigate tax burden.
He earned his Certified Portfolio Manager® (CPM®) designation, completed at Columbia University, and is a current member of the Academy of Certified Portfolio Managers.
Prior to co-founding QP Wealth Management, Thom spent nine years at Morgan Stanley, and three years as an independent options trader. Thom’s unique journey includes having attended the New School for Social Research in Manhattan. There, Warner Brothers hired him as a Reader and Junior Story Analyst. Lucky for us, Thom eventually discovered his talent and passion for the world of finance — but only after an exciting career in the motion picture industry.
Thom grew up in the Two Rivers area. He now he lives in Colts Neck with his wife, Shelley, their daughter, Anneka, and their dog, Archer. As an animal lover, Thom has opened his home to friendly pigs, goats, lion and tiger cubs, monkeys, and even a hybrid wolf. In his free time, Thom loves hunting and skeet shooting. Ever inventive, Thom also enjoys molecular gastronomy and has built his own curing chamber for pancetta and prosciutto de parma.
CHIEF OPERATING OFFICER
CHIEF COMPLIANCE OFFICER
Lisa coordinates the team’s operations. 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 35 years of financial services experience, Lisa has had the opportunity to work for financial organizations including Advest, RBC, and Morgan Stanley. Prior to co-founding QP Wealth Management, Lisa served as a vital member of the team at Morgan Stanley and has worked with them since 2010.
Lisa began her financial services career at Thomson McKinnon in 1983 after attending Montclair University.
Lisa currently lives in Bricktown with her husband, Rich, and grew up on the Jersey Shore. Lisa is an active volunteer with St. Jude Children’s Research Hospital, enjoys photography, gardening, reading, and loves to travel.
DIRECTOR OF CLIENT SERVICES
Whitney is most content in the presence of our clients. She is the conduit between communication and execution – conducting reviews & meetings, performance reporting, and customizing financial plans. Her job is to ensure that the client service process is both efficient and agreeable.
Whitney began her career in 2010 as a financial advisor at Merrill Lynch. Prior to joining QP Wealth Management, she worked with the team as a registered associate at Morgan Stanley. She graduated from Rutgers University Magna Cum Laude with a B.S. in finance and marketing.
She lives in Jackson, NJ with her husband, Jeffrey, and son, Oliver. Whitney enjoys the outdoors, running, yoga, soccer, surfing, and snowboarding.
Megan Heerwagen joins QP Wealth Management as an administrative assistant, bringing multi-tasking and organizational skills coupled with energy and enthusiasm. During the school year she teaches math at Rumson Fair Haven Regional High School, where she is committed to student success inside and outside of the classroom. In addition, Megan is the head varsity girls soccer coach. She believes that young adult success is created through meaningful relationships. She teaches online courses at the Monmouth and Ocean Educational Services Commission and is also an administrative assistant for the Marine Corps Scholarship Foundation, Jersey Shore Chapter, where she assists in fundraising and event planning.
Megan graduated from Kutztown University with a degree in Secondary Education: Mathematics and a minor in Psychology. She is a lifelong resident of the Jersey Shore and currently lives in Point Pleasant. She enjoys fitness, traveling, and spending time with her family and friends.
We go beyond business.
QP Wealth Management is a seasoned team with interlocking strengths. We choose our clients carefully and the relationships we build go beyond business—fostering comfort and trust. Our clients know they can count on us any time they need the benefit of our insights—always serving with purpose.