Robert M. Heaton, CPA/PFS, CFP®
Investment Advisor Representative
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. In 2001 he founded Heaton Adams Financial Services, LC to broaden the scope of financial planning and investment services for his clients. On July 1, 2014, Heaton Adams Financial Services was renamed to The Heaton Hoppes Group, LLC doing business as Cedar Valley Wealth Advisors (CVWA) to further assist his clients as they plan and invest for the goals of their lives. Bob serves as managing member of CVWA.
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 also a member of the Financial Planning Association.
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.
Karla R. Hoppes, CFP®
Investment Advisor Representative
Karla@CedarValleyWealth.com
Ph. (319) 266-6507 Ext. 103
Karla received her Associate of Business degree in Accounting/Business Administration from the American Institute of Business (AIB) and went on to earn her Bachelor of Science Degree in Accounting from Upper Iowa University.
With more than 20 years in the financial services profession, Karla advises individuals, families, 401(k) participants and business owners on their financial plans and investments. She is an approved advisor with Dimensional Fund Advisors, maintains a Series 65 securities license, and serves as Chief Compliance Officer for Cedar Valley Wealth Advisors. On July 1, 2014, Karla became a partner with Bob Heaton when he formed Cedar Valley Wealth Advisors.
Karla is a director and past president of the Waterloo Cedar Falls Chapter of the Institute of Management Accountants (IMA), past co-treasurer of the Hudson Pirate PTO, and current member of the Financial Planning Association.
Sue Gress
Director of First Impressions
Receptionist@CedarValleyWealth.com
Ph. (319) 266-6507
Sue is here to greet our clients with a smile and a coffee before they begin their appointment with Bob or Karla. She enjoys the tax and financial planning environment after many years of clerical and data entry experience in the medical field.
