Robert M. Heaton
Bob@CedarValleyWealth.com
Ph. (319) 266-6507 Ext. 101
Bob founded Heaton Adams Financial Services, LC in 2001 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 continues to be a member of CVWA.
Bob was 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 was 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 30 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 (CVWA). On July 1, 2014, Karla became a partner with Bob Heaton when he formed Cedar Valley Wealth Advisors. Karla also serves as managing member of CVWA.
Karla is a past president of the Waterloo Cedar Falls Chapter of the Institute of Management Accountants (IMA), past co-treasurer of the Hudson Pirate PTO, past secretary of the Financial Planning Association of Eastern Iowa, and current treasurer of the Hudson Music and Theater Boosters.
Jake Hoppes
Financial Assistant
Jake@CedarValleyWealth.com
Ph. (319) 266-6507 Ext. 104
Jake is a graduate from The University of Northern Iowa. He received his Bachelor’s degree in Finance with an emphasis in Personal Wealth Management. He is currently studying for the Series 65 Certification Exam and plans to get his CFP® designation. Jake is a part of the team that provides service to our individual and 401(k) plan clients. He supports Karla in her advisor role and works on numerous projects relating to financial planning and client reports. Previously an intern for Cedar Valley Wealth Advisors, Jake joined the team full-time in May 2024.
In college, Jake was a member of Pi Sigma Epsilon, an on-campus business organization. Through this, he met many like-minded individuals who share his passion for learning and practicing business skills. In his free time, Jake enjoys spending time with friends and family, meeting new people, and exercising.
Lorrin Schofield
Staff Accountant and Financial Services Support
Lorrin@TouchstoneIowa.com
Ph. (319) 266-6507 Ext. 102
Lorrin earned her Bachelor of Science degree in Accounting in 2022 and joined Cedar Valley Wealth Advisors and Touchstone Tax & Accounting in 2023 as a Staff Accountant and Financial Services Support. She works with both businesses to support them and their clients in a variety of ways.
Outside of her work in the financial industry, Lorrin is also a youth ministry director at Cedar Falls First United Methodist Church. She enjoys baking, reading, being active, and spending time with her family, friends, and two dogs.
Tina Groe
Director of First Impressions
Tina@CedarValleyWealth.com
Ph. (319) 266-6507
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 U.S. Navy.
