Pete is a principal Quaker Wealth Management, LLC. A graduate of Widener University, he earned his BA in Business Administration. He holds Series 7, Series 66 securities registrations and is licensed to sell life, disability, long term-care insurance, as well as annuities. Pete is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Pete brings significant experience to the firm and its clients. He began his career in 2002 building a successful financial planning practice. In 2011 he added Jake Heisler as a partner to form NewsHeisler Wealth Management, LLC, a financial planning firm based in Moorestown, NJ. Pete felt that, by adding Jake as a partner and providing clients with access to two CFP®’s,