Founder and Managing Director | Plan Advisor
A financial advisor with more than 17 years of experience, Ed Jaeger is committed to helping each and every client work toward securing a worry-free financial future.
Ed is the firm’s managing director and chief financial advisor. He is an Investment Advisor Representative as well as a registered representative of IFP. He holds Series 6, 7 and 66 registrations with IFP and is health and life insurance-licensed.
Ed was previously a managing director with Pensionmark Financial Group, where he provided effective solutions in the corporate retirement plan market, which includes 401(k)s, profit-sharing plans and deferred compensation. Before that, he was the founder and CEO of Vista Wealth Management, specializing in the defined benefit market. He graduated from St. Norbert College with a bachelor's degree in business administration.
Ed, his wife Kristine and their three children live in Madison, Wisconsin. An active member of the Madison community, he helped reinvent the Madison Saint Patrick’s Day Parade, benefiting the UW Carbone Cancer Center and Coaches vs. Cancer. He has also worked with Craic for a Cure and Logan’s Heart and Smiles. Ed also enjoys activities like golf, fishing, coaching baseball and playing basketball.
Senior Wealth Manager
Mark is a Senior Wealth Advisor with more than 12 years of financial planning, wealth management and mortgage consulting experience. Before joining Canary Wealth, Mark was a Financial Advisor with PNC Financial Services, Researcher for Renaissance Market Research and founder of HomequityIQ. Mark and his wife Chandra enjoy music, dining out and traveling with their son Boden.
Dustin is the firm’s Operations Manager, and assists Ed in the day-to-day operations of the firm. He graduated from Marquette University with a bachelor's degree in business administration, majoring in Marketing. He previously worked at TomoTherapy (now Accuray) as a Marketing Program Manager. Dustin, his wife Shannon and their three children live in Madison, Wisconsin. An active member of the Madison community, he frequently tutors in the Madison Public Schools, coaches West Madison Little League and Regent Soccer. He is an active member of the Evans Scholar Alumni and proudly supports the Western Golf Association's Evans Scholar Foundation. Dustin also enjoys activities like cooking, golf and playing city league softball and basketball.
Aaron Gilman, CFA, CFP®
Chief Investment Officer
(813) 341-0960 ext 203
Serves as the Chief Investment Officer for Independent Financial Partners and President of IFP Wealth Management. Conducting analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directing all activities in IFP’s Wealth Management Group. Serves as head of the IFP Investment Advisory Committee.
Career before IFP:
Prior to joining IFP, Aaron was a financial advisor for high net worth individuals at Koss Olinger Financial Group in Gainesville, Florida.
BSBA, Finance & Real Estate, University of Florida
Licenses & Designations:
- CFA, CFP®
- Series 7, 24 and 66 Registrations with IFP
- Florida 2-15: Life, Health and Variable Annuity Insurance License
*Aaron Gilman is an employee of Independent Financial Partners and is not affiliated with Canary Wealth Strategies
Kristine Jaeger promotes Canary Wealth Strategies with the goal of helping current and prospective clients connect with a financial advisor that understands their needs and goals. A former real estate agent, Mrs. Jaeger is a natural networker and seasoned non-profit volunteer with a knack for building and maintaining strong relationships. She currently holds office as an elected official on Village of Maple Bluff board of trustees and is an active member on many committees in the area. Kristine is married to Ed Jaeger, Founder and Managing Director of Canary Wealth Strategies, and together they have three delightful children and a little doggie. In her free time Kristine loves to garden, golf with the family, and read a good book. In addition, she volunteers for the church golf outing, at her children’s schools, and heads the village gardening group. Education: B.S., Horticulture with a Business emphasis, University of Wisconsin-Madison
Peter Nunley, CFA
Director of Asset Management,
Independent Financial Partners (IFP)
Conducting due diligence for investments, providing assistance to advisors with investment-related tasks, forecasting market returns by running regression analyses using economic variables, assisting in the surveillance of IFP, Schwab, Fidelity, and TD Ameritrade accounts, and much more. Also serves on IFP’s Investment Advisory Committee.
Career before IFP:
Started in the financial industry in 2009 in Goldman Sachs’ Investment Banking Operations department in New York City. More recently, served as a Business Analyst for Citigroup’s global custody business in Tampa, Florida.
MBA, University of Florida – Hough Graduate School of Business
- BBA, University of Massachusetts Amherst – Isenberg School of Management Finance and Operations Management. Graduated Summa cum Laude
Licenses & Designations:
*Peter Nunley is an employee of Independent Financial Partners and is not affiliated with Canary Wealth Strategies
Our Independent Financial Partners (IFP) Partnership: Backing Our Independence
Canary Wealth Strategies has no obligations to investment product providers, so we can operate independently -- focused solely on protecting your best interests. And our independence is ably supported by our partnership with IFP. Through its non-proprietary trading platform, IFP gives us access to thousands of different investment products, and also provides unbiased research, state-of-the art technology and innovative investment tools. That means we’re fully empowered to put our wealth management expertise to work for you.