Pete is a principal Quaker Wealth Management, LLC. A graduate of Widener University, he earned his BA in Business Administration. He holds Series 7, Series 66 securities registrations and is licensed to sell life, disability, long term-care insurance, as well as annuities. Pete is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Pete brings significant experience to the firm and its clients. He began his career in 2002 building a successful financial planning practice. In 2011 he added Jake Heisler as a partner to form NewsHeisler Wealth Management, LLC, a financial planning firm based in Moorestown, NJ. Pete felt that, by adding Jake as a partner and providing clients with access to two CFP®’s, the firm would be able to provide the highest level of advice and client service.
Pete enjoys spending time with his wife, Danielle, and children Alexandra and Nicholas. As a family they enjoy outdoor activities, traveling to all parts of the world and being with their friends and family. Pete is also an avid Philadelphia sports fan. His favorite sport is football and, in the fall, he is an NCAA football official.