Pete is a Managing Partner of Quaker Wealth Management, LLC. Pete brings over two decades of experience in financial planning to his role as Principal at Quaker Wealth Management, LLC. His career began in 2002 with American Express Financial Advisors, now Ameriprise, where he honed his skills in delivering personalized financial guidance. In 2011, Pete co-founded NewsHeisler Wealth Management alongside his partner, Jake Heisler, focusing on providing comprehensive wealth management strategies tailored to clients' individual goals. Pete holds a Series 66 securities registration and an insurance license, enabling him to offer a wide range of financial services, including investment pla