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Quaker Wealth Management
Home
How We Can Help
  • Our Planning Process
  • Our Services
  • QMAP
  • FamilyCFO
About Us
  • Our Team
  • The Quaker Way
Contact
In the News
  • Blog
  • Media
  • Tax Information
Client Login
  • Charles Schwab Login
  • eMoney
  • Tamarac
More
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    • Our Planning Process
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  • Home
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    • Our Planning Process
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The "A" Team

Jake Heisler, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Financial Advisor

Principal

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Peter News, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Financial Advisor

Principal

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Dan Roccato

Jake Heisler, CFP®

Dan Roccato

Founder | Retired

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Tim Miller

Nick DeSantis, CFP®

Dan Roccato

Financial Advisor

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Nick DeSantis, CFP®

Nick DeSantis, CFP®

Nick DeSantis, CFP®

Director of Financial Planning

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Nancy McDonald

Nick DeSantis, CFP®

Nick DeSantis, CFP®

Director of Administration

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Jacqueline Hovsepian

Jacqueline Hovsepian

Jacqueline Hovsepian

Director of Client Experience and Marketing

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Jen Anderson, CPA

Jacqueline Hovsepian

Jacqueline Hovsepian

Mazzucco & Company

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