Jake Heisler, CFP®

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Jake Heisler is a Managing Partner of Quaker Wealth Management, where he works closely with individuals and families to help them make thoughtful financial decisions and build confidence in their financial futures. With more than 25 years of experience in the financial services industry, Jake also plays an active role in shaping the firm's investment strategy and long-term direction.

Jake began his career in financial services in 2001 and, in 2011, partnered with Peter News to establish NewsHeisler Wealth Management. The firm merged with Quaker Wealth Management in 2018. Jake is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Gettysburg College, where he earned a Bachelor of Arts in Economics.

At the heart of Jake's approach to financial planning is a simple belief: money is a tool to help people live meaningful lives, not an end goal in itself. He believes good financial planning is about finding the right balance between enjoying life today and preparing for the opportunities and challenges of tomorrow.

Jake is also the author of Time Rich, a book that encourages readers to rethink their relationship with money and time. Rather than measuring success solely in financial terms, the book explores how to make more intentional decisions about how we spend our time, set priorities, and pursue the things that matter most.

Outside the office, Jake enjoys spending time with his wife, Karen, and their three children, Abigail, William, and Ella. As a husband and father, he appreciates firsthand the importance of making time for the people and experiences that give life meaning.