Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Great Gus Marketing

As a copywriter and strategist, I help financial professionals:
* Get clarity on their ideal clients
* Create actionable marketing strategies
* By writing compelling and persuasive messages that get approval from compliance

Business Owner

College of Engineering and Applied Sciences at Western Michigan University

* Created and implemented a new marketing strategy that increased the college’s visibility to prospective students and donors.
* Developed and applied a strategic social media plan leading to a more effective social media presence.
* Wrote marketing pieces, including press releases, website content, fliers, e-newsletters, and speeches for the Dean.
* Led the marketing department through a management transition.

Senior Marketing Specialist

Big Brothers Big Sisters of Southwest Michigan

* Planned, wrote, designed, and executed all agency communications, including newsletters, brochures, website, and social media. 
* Led the redesign and launch of the agency’s new website (bbbsmi.org) on an upgraded development platform; and increased the social media presence and following.

Communications Manager

Copywriter & strategic marketer for financial professionals. "Cindy is a gifted strategic thinker and makes the written word sing." | greatgus.com

I’m a copywriter and marketing strategist for financial professionals. I have an M.A. in Strategic Communication and 20 years of experience in copywriting — 5+ of those in financial services writing. My experience and education allow me to become your strategic marketing partner. I can quickly learn about your company and consistently suggest creative new ideas to strengthen your marketing.

I specialize in developing tailored marketing strategies that position your business for sustained growth and success. By understanding your unique goals and challenges, I create actionable plans that maximize your reach and impact, connecting you with your ideal clients through engaging and persuasive content. 

I will assist you in achieving your goals just as you help your clients realize theirs.

Specialties: Financial Copywriting | Copywriting | Content Writing | Financial Content Writing | Strategic Marketing | Marketing and Advertising | Marketing Strategy

taplio

The Battle

Jake Heisler, CFP®

Cindy Schrauben, M.A.

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