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®

Alchelyst

As Managing Director at Alchelyst, I lead a dynamic team in crafting tailored digital marketing solutions that drive growth and create impactful brand experiences. With a focus on strategy, innovation, and results, I oversee all aspects of operations, from client acquisition to campaign execution, ensuring that each project aligns with our client’s vision and objectives.

Key responsibilities include:

Leading the strategic direction of the agency, ensuring alignment with industry trends and client goals.
Overseeing the development and execution of digital marketing campaigns, including email marketing, social media, content creation, and paid media.
Building and maintaining strong relationships with clients, understanding their needs, and delivering personalized solutions that drive measurable results.
Managing cross-functional teams, fostering collaboration, and guiding them to achieve high standards of creative output and performance.
Continuously optimizing processes to increase efficiency and scalability across the organization.
At Alchelyst, I am dedicated to pushing creative boundaries while maintaining a strong focus on measurable results, ensuring that every strategy not only resonates with the audience but also delivers tangible business outcomes.

Digital Marketing Manager

Omni branding

At Omni Branding, I lead digital marketing campaigns across social media, email, and paid media to boost brand awareness and drive lead generation. My role involves content creation, SEO optimization, and performance analysis, ensuring consistent brand messaging. I collaborate with cross-functional teams to execute strategic marketing plans and manage client relationships, delivering measurable results that enhance visibility and engagement.

Digital Marketing Executive

Dubai Islamic Bank

Conducted market research to identify new revenue opportunities, Assist with organizing promotional events and keep organized records of marketing metrics and results of past campaigns.

Marketing Intern

As the Managing Director of Alchelyst, I’m passionate about helping brands turn their visions into powerful, data-driven marketing strategies. With years of experience in digital marketing and leadership, I’ve had the privilege of working with diverse industries, guiding them through personalized strategies that deliver real results.

At Alchelyst, I oversee every aspect of the business, from client relationships and campaign strategies to team leadership and process optimization. My focus is on building creative yet practical solutions that not only engage audiences but also drive growth and conversions. Whether it’s crafting a compelling email marketing campaign or developing a full-scale social media strategy, I ensure that every project aligns with our clients’ goals.

I’m deeply committed to fostering an environment of collaboration and creativity, encouraging my team to push boundaries while delivering top-tier results.

Let’s connect if you're looking to elevate your brand's presence and engage your audience with strategies that work.

taplio

The Battle

Jake Heisler, CFP®

Maaz Yousaf

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