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Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we continue to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Edward Jaeger

Founder and Managing Director | Plan Advisor

(608) 213-1968

ed@canarywealth.com

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...
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Mark Jaeger

Senior Wealth Manager

(773) 717-9786

mark@canarywealth.com

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...
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Mary Patch, QKA, CPFA

Retirement Plan Advisor (IFP)

563-599-2666

mary.patch@myifpadvisor.com

Mary assists advisors, consultants and plan sponsors assess, improve and enhance retirement plans. Her professional background spans more than two decades. Her specialties include: Vendor reviews and management Request For Proposals...

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Jeff Acheson

Chief Business Development Officer, IFP

Jeff Acheson leads IFP Plan Advisors with the dual mandate of building out and refining processes, procedures, and workflows as well as creating, communicating and delivering a unique value proposition to financial professionals... 

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Aaron Gilman, CFA®, CFP®

Chief Investment Officer, IFP

(813) 341-0960 Ex.203

Aaron.gilman@ifpartners.com

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and...

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Pete Nunley, CFA™

Director, Asset Management, IFP Asset Management

(608) 213-1968

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, ...

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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 supported by our partnership with Independent Financial Partners (IFP). 

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm’s independent platform empowers financial professionals through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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