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®

Dunkin'​

I've blended my years of business savvy with the Dunkin' magic to create a caffeine-fueled empire!

𝘞𝘪𝘵𝘩 𝘮𝘺 2 𝘥𝘦𝘤𝘢𝘥𝘦𝘴 𝘭𝘰𝘯𝘨 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦, 𝘐—

 ▶ Managed network operations seamlessly to scale.
 ▶ Ensured a consistent year-over-year revenue growth.
 ▶ Transformed our franchise into a community supporting hub.

𝙒𝙖𝙣𝙣𝙖 𝙘𝙝𝙖𝙩? ☕️

The coffee and donuts are on me, after all, I own the place.

Franchise Owner

Signifer Ventures

For someone who has been in this industry for many years. 

I see self-proclaimed “𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙥𝙧𝙤𝙨” spreading hollow knowledge everywhere,

But most of them are selling half-baked solutions!

I started at 15 and today we run several multi-million-dollar businesses.

𝘚𝘪𝘯𝘤𝘦 𝘵𝘩𝘦𝘯, 𝘸𝘦 𝘩𝘢𝘷𝘦,

Handled all the REAL chaos, 
Captured off-market properties, 
Built a solid investment portfolio
Delivered top-notch experiences, 

𝘉𝘶𝘵 𝘧𝘰𝘳 𝘵𝘩𝘢𝘵,

We’ve done the real work. 
We’ve gotten our hands dirty. 
We’ve played the game on the field. 

And with 𝙎𝙞𝙜𝙣𝙞𝙛𝙚𝙧 𝙑𝙚𝙣𝙩𝙪𝙧𝙚𝙨,

We’re here to bring the REAL back into investing. 

Because today, this industry needs genuine leadership—𝙣𝙤 𝙛𝙪𝙨𝙨, 𝙣𝙤 𝙛𝙧𝙞𝙡𝙡𝙨, 𝙟𝙪𝙨𝙩 𝙛𝙖𝙘𝙩𝙨!

We are not just here to bridge the gap, 

We’re here to create a 𝘵𝘪𝘮𝘦𝘭𝘦𝘴𝘴 𝘭𝘦𝘨𝘢𝘤𝘺. 

So if you are seeking no-nonsense investment insights and business
mentorship—

𝘠𝘰𝘶 𝘮𝘢𝘥𝘦 𝘪𝘵 𝘵𝘰 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘱𝘭𝘢𝘤𝘦!

Chief Executive Officer

Angiolillo Management Group 

We manage Dunkin' franchises just like our expert baristas handle the rush hours— 𝙬𝙞𝙩𝙝 𝙛𝙞𝙣𝙚𝙨𝙨𝙚 𝙖𝙣𝙙 𝙨𝙥𝙚𝙚𝙙!

𝘈𝘵 𝘈𝘯𝘨𝘪𝘰𝘭𝘪𝘭𝘭𝘰 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘎𝘳𝘰𝘶𝘱,

We're more than just a management company—we're partners in success!

Whether it’s:

Overseeing day-to-day activities
Securing deals for the new locations
Forming strong bonds with franchisees
Handling leases, renovations & expansions
Coaching franchisees for effective operations

We don’t just manage end-to-end operations—𝙬𝙚 𝙚𝙭𝙘𝙚𝙡 𝙖𝙩 𝙞𝙩!

President

I’m that '𝘽𝙚𝙨𝙩 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝙂𝙪𝙮' you’re looking for on LinkedIn | Dunkin' Franchise Owner | CEO of Signifer Ventures 🚀

You’re done with the noise. You want results—and you’re ready to do whatever it takes to achieve them.

Let’s get this straight: there are NO shortcuts. 

So forget the hype about "10X returns in two weeks" from marketing hustlers. 

And focus on grit, strategy, and relentless execution.

Because that’s how I built an 8-figure empire.
Spanning franchises and real estate.
And it’s how you’ll build yours.

My story started at 15, grinding behind the counter at Dunkin’. 

I didn’t have a roadmap.
But I had hunger, ambition, and a work ethic that wouldn’t quit. 

Every hour I put in laid the foundation for the portfolio I lead today:

- Multiple million-dollar franchises.
- A thriving CRE and multifamily real estate portfolio.
- 200+ employees and a self-funded, self-managed operation.

It wasn’t easy. 

Deals fell apart, properties underperformed, and setbacks tested my resolve. 

But here’s the thing: every challenge was a lesson that made me better. 

Now, my blueprint is a proven system.
One that is built on experience, not theory.

So, here’s your choice:

1. If you’re serious about building real wealth, let’s connect.
2. If you're ready to work through the grind and stay in the game, let’s talk.

Because building wealth isn’t glamorous - it’s hard work. 

But for those who dare to pursue it, the results speak for themselves. 

Check out my featured section to see what we’ve built, and how you can start building too.

Here’s to pure results and zero BS!

taplio

The Battle

Jake Heisler, CFP®

Christopher Angiolillo

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