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2771 Oakdale Blvd. Ste. 1 - Coralville, IA 52241    |    (319) 626-3575    |    Get Office Directions

Team

 

Todd Jacobson

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL

319-626-3575

319-626-3590

Todd is a registered representative with SII Investments, Inc. and partner of HJR Financial Group with more than 25 years of experience assisting professionals and business owners reach their goals. He specializes in estate,...

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Bob Robinson

Registered Representative

319-626-3575

319-626-3590

Bob is a registered representative with SII Investments, Inc. and partner of HJR Financial Group with 20 years of experience helping clients meet their individual goals. He specializes in comprehensive financial planning — using a...

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Jim Meehan

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL

319-626-3575

319-626-3590

CERTIFIED FINANCIAL PLANNERTM professional Jim Meehan joined HJR in 2013. With more than 25 years of financial planning experience, Jim helps clients set and achieve their financial goals from paying off debt to saving for a down...

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Josh Oswald

Financial Advisor

319-626-3575

319-626-3590

Josh Oswald joined HJR Financial Group as a financial advisor in 2016 after spending 15 years with Northwestern Mutual in Iowa City and Coralville. Josh is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and...

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Tina McLaskey

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL / Registered Administrative Associate

319-626-3575

319-626-3590

Tina joined HJR in 2003 and primarily assists with Todd Jacobson’s clientele. Among other duties, Tina coordinates new business, processes client service requests, executes client trades as directed by representatives, and is...

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Ryan Panzer

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL / Registered Administrative Associate

319-626-3575

319-626-3590

Ryan Panzer joined HJR as a Registered Associate in 2013. He is FINRA Series 7 and 66 registered, and has recently obtained his CERTIFIED FINANCIAL PLANNER professional designation.

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Linda is imperative to HJR's success and has been with the company since its founding in 2003. Linda's responsibilities include updating client portfolios, maintaining client directories, and fielding client service questions. Prior...

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Abby Cone joined HJR as an assistant to Todd, Chuck, and Jim. With five years of financial experience, her attention to detail is one of the many attributes she brings to the HJR Team, along with special insight into application...

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Tyler joined HJR Financial Group in the summer of 2012 as an associate to Bob Robinson. His duties include answering calls, preparing for client meetings, and assisting clients with online account access.Tyler is a native of Iowa City...

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