Robert M. Heaton, CPA/PFS, CFP®
Certified Public Accountant
Bob@CedarValleyWealth.com
Ph. (319) 266-6507 Ext. 101
Bob has been a certified public accountant since 1975 and a Certified Financial Planner™ since 1987. He was a partner in the certified public accounting firm, Heaton Adams and Company, PC for 28 years. On July 1, 2014, he formed Cedar Valley Tax and Accounting, LLC where serves as managing member.
Bob is a member of the American Institute of Certified Public Accountants and the Iowa Society of CPAs. In 1995 Bob received the Public Service Award from the Iowa Society of CPAs.
He is licensed as a CPA with Iowa, Oklahoma and Arizona.
Bob has served as president of the Waterloo Chamber of Commerce; was co-founder of both Cedar Valley Hospice and Silos and Smokestacks; served as elder of Westminster Presbyterian Church; served a term on the Waterloo Community Schools Board of Directors; and chaired the Waterloo Airport Commission. He is a graduate of Iowa State University.
Dawna E. Scheff, CPA, EA
Certified Public Accountant
Dawna@CedarValleyWealth.com
Ph. (319) 266-6406, ext 107
Dawna earned her Bachelor of Arts degree in Finance and Economics with an emphasis in Business Analysis from the University of Northern Iowa in 2005. In 2018 she earned her graduate degree from UNI in the Master of Accounting program.
She has been a certified public accountant since 2019 and an Enrolled Agent since 2012. Dawna is a member of the American Institute of Certified Public Accountants and the Iowa Society of CPAs.
Prior to joining Cedar Valley Tax and Accounting, Dawna was employed by a national tax preparation company specializing in individual tax preparation. She has also spent several years working in the financial services industry as a Registered Representative. During this time, she held her series 7, 63, 24, 4, 53 and 99 licensures and worked with clients trading securities, commodities, foreign exchange and options.
Dawna is a member of the Junior League of Waterloo-Cedar Falls and is currently serving as the co-chair of Meetings and Education. She has previously serviced as the President of the House Corporation Board and Advisor for the Gamma Phi Beta Sorority at the University of Northern Iowa. She was also a member of the Cedar Falls Jaycees, where she served a term as State Director.
Tina Groe
Director of First Impressions
Tina@CedarValleyWealth.com
Ph. (319) 266-6406
Tina is here to greet our clients with a warm & friendly smile. Tina comes from a background of office administration, compliance, and auditing. She enjoys helping others, spending time with her family, and proudly serviced in the US Navy.
