Quaker Wealth Management
  • Home
  • How We Can Help
    • Our Planning Process
    • Our Services
    • QMAP
  • About Us
    • Our Team
    • The Quaker Way
  • Contact
  • Blog
  • Client Login
    • AdvisorClient.com
    • eMoney
    • RightCapital
  • More
    • Home
    • How We Can Help
      • Our Planning Process
      • Our Services
      • QMAP
    • About Us
      • Our Team
      • The Quaker Way
    • Contact
    • Blog
    • Client Login
      • AdvisorClient.com
      • eMoney
      • RightCapital
Quaker Wealth Management
  • Home
  • How We Can Help
    • Our Planning Process
    • Our Services
    • QMAP
  • About Us
    • Our Team
    • The Quaker Way
  • Contact
  • Blog
  • Client Login
    • AdvisorClient.com
    • eMoney
    • RightCapital

The "A" Team

Jake Heisler, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Financial Advisor

Principal

Learn more

Peter News, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Financial Advisor

Principal

Learn more

Dan Roccato

Jake Heisler, CFP®

Dan Roccato

Portfolio Strategist

Learn more

Tim Miller

Nick DeSantis, CFP®

Dan Roccato

Financial Advisor

Learn more

Nick DeSantis, CFP®

Nick DeSantis, CFP®

Nick DeSantis, CFP®

Director of Financial Planning

Learn more

Nancy McDonald

Nick DeSantis, CFP®

Nick DeSantis, CFP®

Director of Administration

Learn more

Jacqueline Hovsepian

Jacqueline Hovsepian

Jacqueline Hovsepian

Director of Client Experience and Marketing

Learn more

Jen Anderson, CPA

Jacqueline Hovsepian

Jacqueline Hovsepian

Mazzucco & Company

Learn more

Connect With Us

Copyright © 2023 Quaker Wealth Management - All Rights Reserved.

  • The Quaker Way
  • Contact
  • Disclosure
  • ADV

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept