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®

Financial leadership for faith-driven entrepreneurs and nonprofits who want to steward well and scale wisely.

At 1610 Consulting, we come alongside Kingdom-minded leaders to bring order to the financial chaos. We help you build systems that don’t just check the boxes—but actually support your vision, your growth, and the people you serve.

Whether you’re leading a nonprofit, running a service-based business, or navigating rapid growth, we make sure your financial foundation can carry the weight of your mission.

🧰 Here’s how we help:

𝗖𝗼𝗻𝘁𝗿𝗼𝗹 & 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲

• Organized, accurate books (that actually make sense)

• Receipt and expense systems that save time and reduce risk

• 1099s, W9s, and tax prep support so you're always a step ahead

𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝘂𝗽𝗽𝗼𝗿𝘁

• Streamlined processes for payables, receivables, and payroll

• Hands-on guidance for teams and internal bookkeepers

• Financial reviews that translate the numbers into next steps

𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗙𝗢 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀

• Forecasting, budgeting, and planning for what’s next

• Real-time KPI tracking so you always know where you stand

• Strategic insight for big decisions, board meetings, or grant proposals

💡 We believe that clarity leads to confidence.

And when you understand your numbers, you lead better.

If you’re ready for a trusted partner to help carry the financial load so you can focus on what you were called to build, let’s talk.

📩 Schedule a Check-In: https://www.1610bookkeeping.com/free-financial-checkin

Penny Armbruster

taplio

The Battle

Jake Heisler, CFP®

Penny Armbruster

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?