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

Team

 

Todd Jacobson

LPL Registered Representative

319-626-3575

319-626-3590

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

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Bob Robinson

Registered Representative, LPL Financial

319-626-3575

319-626-3590

Bob is a registered representative with LPL Financial and partner of HJR Financial Group with 29 years of experience helping clients work toward their individual goals and life dreams. He specializes in comprehensive 

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Jim Meehan

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL

319-626-3575

319-626-3590

Jim Meehan joined HJR Financial Group as a partner in 2013 after spending 25 years with Northwestern Mutual in Iowa City and Coralville. Jim is a Certified Financial Planner®. He currently holds Series 6, 7, 63, and 66...

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Josh Oswald

LPL 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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Mike Diers

CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL

319-626-3575

319-626-3590

Mike Diers is a registered representative with LPL Financial and HJR Financial Group with more than 37 years of experience assisting clients, professionals and business owners pursue their retirement goals. He specializes in financial...

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Tina McLaskey, CFP®

LPL 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, CFP®

LPL Registered Administrative Associate

319-626-3575

319-626-3590

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

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Abby Cone

Client Services Associate

319-626-3575

319-626-3590

Abby Cone joined HJR as an assistant to Todd 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 Fridrich

Client Services Associate

319-626-3575

319-626-3590

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...

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Barb Zwack

Client Services Associate

319-626-3575

319-626-3590

Barb joined HJR Financial Group in 2016 as an associate to Bob Robinson. Her responsibilities include preparing for client meetings and maintaining office records. Barb worked as a teacher in the Cedar Rapids area for 20 years. She...

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