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
Mark Jaeger
Senior Wealth Manager
Mary Patch, QKA, CPFA
Retirement Plan Advisor (IFP)
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...
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...
Aaron Gilman, CFA®, CFP®
Chief Investment Officer, IFP
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...
Pete Nunley, CFA™
Director, Asset Management, IFP Asset Management
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, ...
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.