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®

Analytion

I built Analytion to solve a problem I experienced firsthand: gathering, analyzing, and acting on feedback was too time-consuming and manual for lean teams and busy professionals.

Analytion is an AI-powered survey platform that automates the entire process — from question design to insight delivery. In seconds, it transforms raw responses into boardroom-ready reports with actionable recommendations, saving hours of labor and surfacing what actually matters.

Key highlights:

-Designed to save 10+ hours per survey and $1,000+ in labor costs
-Delivers instant analysis across trends, sentiment, and key takeaways
-Used by financial advisors, small businesses, and event organizers to make smarter decisions faster

Analytion reflects my belief that better data should lead to better action — without the bottlenecks.

Founder

TrueNorth RETIRE

President

Vice President

TrueNorth Wealth

Leads TrueNorth’s 401(k) advisory services for businesses, overseeing all aspects of corporate retirement plans – from plan design and provider due diligence to ongoing employee education.

We act primarily as a 3(38) fiduciary advisor, ensuring clients’ plans meet the highest compliance and performance standards. 

Oversees $160 M +  in plan assets across more than 70 retirement plans, helping each client optimize fees and improve employee participation. 

Spearheaded participant education initiatives that increased 401(k) participation and introduced low-cost investment options that have saved clients thousands of dollars in annual fees. 

Recognized for delivering transparent, easy-to-understand guidance that empowers both executives and rank-and-file employees to make informed retirement decisions.

Financial Advisor

Soltis Investment Advisors

Advised and managed 25 employer-sponsored retirement plans totaling $800+ million in assets.

Provided ongoing fiduciary guidance to business owners and CFOs, ensuring investment menus and plan policies put employees’ best interests first. Created and delivered customized financial wellness workshops for hundreds of 401(k) participants, boosting plan engagement and understanding. 

Collaborated with plan administrators to implement cost-saving changes, resulting in improved plan performance and compliance

Retirement Advisor 

Vanguard

Provided personalized financial guidance to help clients align their investments with their long-term goals, allowing them to focus on what matters most in their lives.

Financial Planner

Started my career at Vanguard, where I obtained Series 7, 63, and 65 licenses and helped hundreds of clients achieve financial success in various roles​.

Gained a deep grounding in investment management and client service at one of the world’s largest investment firms, an experience that instilled in me a client-first philosophy and extensive knowledge of retirement products

Select Services Brokerage Professional

Brigham Young University Idaho

Student

•Helped manage over $900,000 of the BYU Idaho endowment fund.
•Researched and compiled reports on the international equity and international fixed income markets.
•Researched expert's opinions on how the market will perform in the near future based off of the Fed's current policy.
•Helped choose the appropriate allocations for our asset classes.

Junior Analyst

Insight Pest Solutions

•  Generated new accounts in a face-to-face environment. 
•  Established positive relationships with new clients through education on our services while providing exceptional customer service.
•  Coordinated services between new accounts and technicians.

Route Coordinator

The Ice Cream Truck (IBC Business)

•Coordinated all financial decisions in relation to marketing and operations.
•Helped train new members of our finance department in their responsibilities.
•Ensured that all financial policies and procedures were followed.  
•Helped generate over $5,000 in revenues in just 8 weeks of operations.
•Complied weekly financial statements.

Chief Financial Officer

Advanced Building and Metal Fabrication

•	Kept shop and tools organized.
•	Performed landscaping duties on the property.
•	Loaded and delivered finished products.
•	Helped renovate houseboats including window replacement, painting, trim work, pontoon prep, and deck installation

Laborer

As President of TrueNorth Retire, I specialize in helping businesses optimize their retirement plans, reduce fiduciary risk, and empower employees to retire with confidence. With a decade of experience in financial services, I focus on delivering strategic plan oversight and education that drives real outcomes.

Alongside my advisory work, I’ve launched Analytion — a SaaS platform that leverages AI to streamline survey creation, automate analysis, and extract decision-ready insights in seconds. Built for advisors, founders, and ops teams who want clarity fast, Analytion saves hours of manual work and surfaces what matters most.

Whether you're looking to improve your company’s 401(k) strategy or need fast, intelligent feedback to guide your business, I'm here to help.

📩 Feel free to connect or message me — I’m always open to meaningful conversations around financial wellness, decision automation, and high-leverage tools for growing teams.

taplio

The Battle

Jake Heisler, CFP®

Michael Espinosa, CFP®

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?