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®

1st Atlantic Brokerage

We provide Investment Advisors and Employee Benefits Advisors advice on how they play a part in their clients preparation for the possible need of long-term care services in their lifetimes. Our proprietary system and software was developed for the Investment Advisor. It compares options and gives clients a pathway to affordable coverage that keeps benefits more in line with the cost of care.

Vice-President

Vice-President, 1st Atlantic Brokerage

We are an independent IMO/BGA that works with commission-based and fee-based Advisors in the areas of Long-Term Care and Legacy planning. I have developed a proprietary system and software to provide support in helping clients make better decisions about their future care needs and the needs of their family. I also work with Employee Benefits Specialist in helping them educate Business Owners and pre-retirees about the importance of a Long-Term Care benefit as a part of their overall benefits package.  

To learn more about our system, you can set up a time to connect via GoTo Meeting - https://calendly.com/1statlanticbrokerage/introduction-to-legacycare-pro

Barclay Sisk

taplio

The Battle

Jake Heisler, CFP®

Barclay Sisk

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