Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Andy Krafft, CPA, CFP®

Tax Senior - Private Client Services

Luminary CPA

Owner

Luminary Wealth

Financial Planner

Audit Senior - Wealth & Asset Management

Audit Associate - Wealth & Asset Management

Amway

Financial Planning & Analysis Intern

Ernst & Young

Audit Intern

Goldman Sachs

Financial Analyst Intern

Many of the people I work with are 5–10 years from a major transition.

Some are business owners preparing for an eventual exit. Others are high earners who’ve spent the last decade grinding and are ready to shift their focus toward family, freedom, or more meaningful work.
 
They’re not looking to retire in the traditional sense.
They’re looking to regain control of their time.
 
That kind of freedom doesn’t happen by accident. It takes structure, strategy, and intentionality, especially when your income is high and the stakes are even higher.
 
I help clients build a life where work is done on their terms, not out of necessity. 

That means high-touch financial planning, sound investment decisions, and proactive tax strategy, all designed around what actually matters to them.
 
Because financial freedom isn’t the finish line. It’s just the point where you stop chasing and start choosing.

taplio

The Battle

Jake Heisler, CFP®

Andy Krafft, CPA, CFP®

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