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®

Medicare Plan Partners

As independent Medicare Advisors, we offer complimentary healthcare planning and enrollment services designed to support each client in navigating the complicated Medicare process, and selecting the right healthcare plan for their unique needs.

Our custom-tailored approach includes a complimentary consultation, a Personalized Coverage Proposal, step-by-step Enrollment Guidance, Annual Plan Reviews, and lifetime, full-service Medicare Concierge support.

Turning 65 shouldn't be so confusing - working with us assures a smooth transition, with a trusted provider.

Founding Partner

Independent Consultant

Licensed Medicare Advisor

Northwestern Mutual

Financial Representative

Karr Barth Private Client Group, LLC

Client Relations Associate

We serve as an extension of a Financial Advisor's team with the sole focus on Medicare.

There is no cost for our service to the Financial Advisor, or the client, and our approach differs significantly from others in the industry because we are unbiased in the options that we provide.

We firmly believe that each client’s health, lifestyle, prescription needs, immediate and long-term financial goals should be taken into account before healthcare options are presented. 

Medicare can be confusing and overwhelming. 

We operate as fiduciaries, and as a trusted partner to Financial Planning firms across the nation, to provide comprehensive and customized Medicare planning and enrollment services for clientele nearing Medicare eligibility, or currently retired. 

If you are a Financial Advisor that needs a Medicare partner for your clients, I'd love to connect with you.

Colin Miller

taplio

The Battle

Jake Heisler, CFP®

Colin Miller

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