What Could Your Wealth Do?

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About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

Thomas Jaeger

  • CFP
    Tom's interest in the stock market began October 19th 1987 otherwise called Black Monday. Being fifteen years old listening to the radio during that major market crash triggered a lifelong interest in the stock market. Tom and his team have been able to build an extremely successful practice and have achieved the title of Managing Director-Investments of Wells Fargo Advisors. He was recognized as part of Premier Advisor from 2015-2021 as Director's Council and President's Council in 2022 and 2023.

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    Janet Shirk

      • Client Associate
      Janet began her financial services career in 1995 and loves making a difference in client’s financial lives. She prides herself on going above and beyond in helping clients. She feels fortunate to be working with multiple generations of the same families who may reside in Waterloo area or across the country. Great service, trust and confidence makes all the difference in helping families succeed financially.



      Janet and her husband Ben have two daughters. She enjoys family vacations, cooking, watching the Hallmark channel, and relaxing on the patio.



      Clients. First. Always

      Service. Second to None

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      Joellen Herkert

        • Client Associate
        Joellen began her career with Wells Fargo Advisors in January of 2022 after raising her three sons at home. She loves the personal aspect of her career and enjoys helping Tom and his clients with their financial goals. Joellen loves to spend time with her family, going to concerts, and traveling.

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        Tom Jaeger Wells Fargo Advisors

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