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®

1610 Bookkeeping and Consulting

Helping business owners optimize cash flow, increase profitability, and make confident financial decisions
Providing weekly cash flow forecasting, financial strategy, and CFO-level insights
Partnering with service-based businesses to build scalable, stress-free financial systems

Business Owner

Pockets of Peace

Financial peace is more than just a magic income level or budgeting utopia, it’s about finding a shared purpose in our finances and families. By finding what matters most to you and your family, we can work together to build a budget and plan that helps you live in peace!

Parable

Senior Accounting Associate

Chop Chop Rice Co.

Restaurant Accounting Manager

Rockrose Development Amarillo

Trust, Estate Accounting, Family Limited Partnerships

Accounting Associate

✨ Helping Kingdom-Minded Entrepreneurs Build Financial Confidence and Grow with Purpose ✨

Running a business shouldn’t feel like a constant guessing game when it comes to your finances. I understand how overwhelming it can be to balance growth with managing cash flow, taxes, and financial systems. 😰💸

That’s why I’ve spent over 20 years helping business owners move from chaos to confidence—without jargon or overwhelm. 🙌

 🚀 Chaos to Confidence: What I Do

I guide you through four essential steps to bring order to your finances:

1. 🔒 Control: Streamlining deposits, cash handling, fraud protection, and finding financial leaks.
2. ✅ Compliance: Managing W9s, 1099s, taxes, and tracking deductible expenses.
3. 🔍 Clarity: Understanding financial reports, setting KPIs, and knowing the numbers that matter.
4. 💰 Cashflow: Implementing budgeting, forecasting, and a 13-week cash flow plan.

With these foundations, you’ll gain the confidence to make informed decisions and grow your business. 🌱📈

🤝 Why Work With Me
- I break down financial complexity into actionable steps. 📊
- I help you spot blind spots and build systems that support sustainable growth. 🛠️
- I partner with you, providing strategic financial insights tailored to your unique goals. 🎯

💼 Who I Serve
I specialize in helping service-based businesses—like HVAC, mental health practices, non-profits, and consultancies—who want to overcome financial overwhelm and align their business with their purpose. ✨

If you’re ready to build financial confidence and grow your business, let’s connect! ☕💬

📩 Message me or visit to schedule a call. http://1610bookkeeping.com/discovery

taplio

The Battle

Jake Heisler, CFP®

Penny Armbruster

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