Quaker Wealth Management
Quaker Wealth Management
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    • Home
    • About Us
      • Our Team
      • The Quaker Way
    • How We Can Help
      • Financial Planning
      • Investment Management
      • FamilyCFO
    • In the News
      • Blog
      • Media
    • Client Login
      • Accounts (Schwab)
      • Financial Plan (eMoney)
      • Performance (Envestnet)
    • Contact
  • Home
  • About Us
    • Our Team
    • The Quaker Way
  • How We Can Help
    • Financial Planning
    • Investment Management
    • FamilyCFO
  • In the News
    • Blog
    • Media
  • Client Login
    • Accounts (Schwab)
    • Financial Plan (eMoney)
    • Performance (Envestnet)
  • Contact

Our Team

Jake Heisler, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Managing Partner

Financial Advisor

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Peter News, CFP®

Jake Heisler, CFP®

Jake Heisler, CFP®

Managing Partner

Financial Advisor

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Dan Roccato

Jake Heisler, CFP®

Tim Miller, CFP®

Founder | Retired

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Tim Miller, CFP®

Nick DeSantis, CFP®

Tim Miller, CFP®

Partner

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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