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.