Our Team
tobias Heaslip
Founder & CEO
15+ years of investment banking, hedge fund and technology experience. Specialist in alternative asset management and private markets. Alumni of Goldman Sachs, Morgan Stanley, Och-Ziff, and Barclays. Husband, Father, F1 Fanatic.
Eric Heiting
Partner
Eric brings over 26 years of experience helping clients navigate complex financial decisions with clarity and confidence. A graduate of the University of Wisconsin–Eau Claire with a Bachelor of Business Administration. As a Certified Financial Planner™ professional, Eric collaborates closely with CPAs and estate planning attorneys to design comprehensive tax strategies and estate plans that align with each client’s vision for the future. Outside of work, he enjoys spending time with his family and has a passion for wine and cars.
Cody terrion
VP, Wealth Advisory
Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC), Cody Terrion has nearly a decade of experience helping high-net-worth clients navigate wealth management. Formerly at Merrill Lynch, he is known for his tech-forward approach and expertise in financial planning, delivering strategies to optimize wealth growth, tax efficiency, and legacy planning. Cody's passion for building long-term relationships ensures each client's financial journey is expertly guided and personalized. He understands clients' goals on a personal level, fostering confidence in every decision.
Jason Nees
Director of Business Development
Jason Nees is a strategic business development leader with deep experience in investor relations, portfolio management, and high-net-worth client engagement. Currently serving as Director of Business Development at Atlas Financial, Jason focuses on cultivating relationships with ultra-high-net-worth individuals and designing personalized wealth strategies that align with their long-term goals. Prior to joining Atlas, Jason held dual roles at Pantheon Investments, serving as both Portfolio Manager and Investor Relations lead. Jason remains actively engaged in community service through Autism Speaks and Operation Breakthrough.
josh perlmutter
Director of Wealth Advisory
Josh is the Director of Wealth Advisory at Atlas. He brings a decade of wealth management experience serving high net worth families, private business owners, corporate executives, family offices, and foundations. His focus is directed toward investment expertise and exceptional client service. Away from the office, you may find Josh enjoying time outdoors with his dog, traveling, and spending time with friends and family.
Monika Koszylko
Client Service Specialist
Monika has worked in the financial services industry as a Client Care Specialist since 2018, with a focus on building strong client relationships and providing responsive, high-quality service. Outside of work, she enjoys cooking, going on nature walks, playing volleyball, and spending time with her family.
Natalia Madera, AAMS
Head of Business Operations
15+ years in the financial services industry, working with firms ranging from large Broker/Dealers to boutique RIAs and Fintech Startups. Brings a breadth of expertise spanning across operations, client services, sales, marketing, financial planning, client experience and product design. During her free time she enjoys family beach days with her kids, supporting her husband’s Air Force career or tackling DIY Home Improvement Projects.
Shival Bajpay
Chief Investment Officer
Over a decade of experience across investment banking, private equity and asset management. Specialist in public equities, real estate and technology investing. Alumni of Capital Group, Parker Infrastructure and Barclays.
Paula Linskens
Director of Client Service & Operations
Paula brings over 12 years of experience in operational leadership within the financial services industry. At Atlas Financial, she applies her extensive industry expertise and commitment to service excellence to create a seamless and efficient experience for both clients and advisors. With a strategic mindset and a practical approach, she is focused on developing and refining systems that drive long-term growth and operational success for the firm. Outside of work, Paula enjoys spending quality time with her husband, their two sons and their dog, Nico. She finds joy in cooking, baking, traveling, and maintaining active lifestyle.
Shaw LaQua
Director of Client Service & Operations
Shaw brings over 20 years of financial service industry experience. He currently specializing in trading operations. Shaw is a husband, father and has a long lists of interests that include cooking, reading, sports and home theater.