Meet The Team

David Lake

Portfolio Manager

David Rosenow

Business Manager

Lisa Heiden

Office Manager

Beau Becker, MBA

Operations Manager & Analyst

Deborah Beth

Service Manager

CWA Employees Servicing CWP

Praful Velagapudi, MBA

Investment Analyst

CWP utilizes the services of professionals employed by Capital Wealth Advisors, LTD, an investment advisory firm owned by David Lake.