Jake Hoppes is a Series 65 licensed advisor with Cedar Valley Wealth Advisors in Cedar Falls, IA, having two years of industry experience. Prior to his advisory role, he has been involved in various businesses including a non-investment related office cleaning service. Cedar Valley Wealth Advisors provides discretionary portfolio management, IRA fiduciary services, and employee benefit plan consulting to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes long-term, asset-allocation driven strategies using broadly diversified, low-turnover mutual funds and integrates financial planning into its managed-account services.

Karla Hoppes is a CFP® with 24 years of industry experience, currently serving at Cedar Valley Wealth Advisors since 2010. She holds a Series 65 license and provides financial advisory services from Cedar Falls, IA. In addition to her advisory role, she contributes occasional support to Touchstone Tax & Accounting, a CPA firm offering accounting and tax planning services. Cedar Valley Wealth Advisors offers discretionary portfolio management, employee benefit plan consulting, and IRA fiduciary portfolio services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm employs a long-term, academic investment approach based on Modern Portfolio Theory, strategic asset allocation, and tax-aware implementation.

Robert Heaton is a financial advisor with Cedar Valley Wealth Advisors in Cedar Falls, IA, holding a Series 63 designation and 25 years of industry experience. He has been with Cedar Valley Wealth Advisors since 2001 and is also the managing member of Cedar Valley Tax & Accounting, a CPA firm where he provides income tax compliance and accounting services. Additionally, he consults for Touchstone Tax & Accounting, providing similar services on a limited basis. Cedar Valley Wealth Advisors offers discretionary portfolio management, IRA fiduciary services, and employee benefit plan consulting to individuals, trusts, and businesses. The firm employs a long-term, asset-allocation-driven investment approach utilizing broadly diversified, low-turnover institutional-class mutual funds and integrates financial planning into its managed-account services.