Meet the Team

Meet Our Team

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

Why We Do This Work

Our passion for financial planning comes from personal experience. We've seen loved ones struggle to find trustworthy guidance, and that inspired us to make a difference. With deep knowledge and professional training, we help clients take control of their financial future with confidence. At our firm, everything starts with you. We take a team-based approach, combining diverse expertise to deliver well-rounded, thoughtful advice tailored to your needs. No two financial journeys are the same. That’s why we provide personalized strategies, focused attention, and proactive support—every step of the way.

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...

Eric F. Johnson

Financial Advisor*

Eric brings extensive expertise in financial planning, retirement strategies, and plan design to the team. Eric specializes in creating personalized financial plans to meet clients' unique goals. He started his career in 2022 with Next...

Arild Holm, CFA

Investment Committee Member*

Arild brings three decades of extensive national and international experience as a financial analyst, researcher, and portfolio manager to our Investment Committee. Arild adds significant depth to our investment philosophy and process...

James Wessels, CPA/PFS, CFA

Investment Committee Member*

Jim’s career in wealth management spans four three decades with a diverse background in pension, tax planning,† estate planning strategies, financial planning and investments. He served as an analyst at Principal Global Investors,...

Jared Sutton, CFA, CFP®

Investment Committee Member*

Jared adds an additional layer of analytical and technical expertise to the Investment Committee. His background includes extensive experience in computer science and finance. Jared attended Indiana University-Bloomington for his...

Sean Phillips, CFA

Investment Committee Member*

Sean adds a strong background of portfolio management, investment research and trading expertise to the Investment Committee. Sean received a bachelor’s degree in Accounting and Finance from Drake University. His background includes...

Emily Tripp

Financial Plan Associate*

Emily assists advisors with the development and ongoing maintenance of financial plans. She previously worked in the home mortgage division at a large financial institution. She attended Simpson College with a double major in Economics...

Andrew Jensen

Risk Management Solutions*

As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of risk management solutions. In a previous role, Andrew worked in marketing for a major life insurance and...

Wendy Lilly

Retirement Plan Services*

As a Retirement Plan Service Specialist, Wendy facilitates the reviews of plan information for clients and advisors, coordinates service provider proposals, and assists in the resolution of inquiries. Wendy has held various prior roles...

Cindy Vandenburg

Senior Insurance Solutions Specialist*

Cindy's financial career spans 30 years. She supports financial advisors with health insurance, disability insurance, life insurance, and long-term care. Her previous career was a school teacher. *Part of Financial Integrators

Sally Derrick

Operations Associate*

Sally assists with clinical updates to clients’ accounts as well as handling client correspondence. She coordinates with our broker-dealer operations department to ensure timely, accurate submissions. Sally has previous experience as...

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 all facets of financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.