Meet The Team

The team at Heacock & Jones is made up of a dedicated group of employees and independent contractors focused on providing exceptional customer service.

Paul Heacock, CFA

Education: Paul graduated from Loras College in Dubuque, Iowa in 1986 with a major in Finance and a minor in Accounting.

Designations: Paul earned his designation as a Chartered Financial Analyst (CFA) in 1991. He is a Registered Investment Advisor with the SEC and holds his life insurance license.

Experience: Paul was the Vice President and Investment Officer of the Trust Department at Dubuque Bank and Trust Company for nine years. He also co-managed the bond portfolios for three banks in the holding company. In 1996, Paul established Honkamp Krueger Financial Services, Inc., a regional Registered Investment Advisory Firm, which is associated with a Certified Public Accounting Firm. In his role as the President and Chief Investment Officer, he consulted for CPA firms throughout the Midwest region to provide financial services to their accounting clientele.

In 2000, he established Heacock & Jones Financial Services, Inc. in order to focus on offering Investment Portfolio Design and Management to high-net-worth clientele.

Specialties: Paul specializes in Portfolio Management and Design; Comprehensive Wealth Management and Income tax planning.

Sharon Kluesner

Director of Operations & Client Services

Experience: Sharon has over 30 years of experience in the financial services industry. She has been with Heacock & Jones Financial Services since the company began in June of 2000.

Specialties: As well as being licensed as an investment advisor, Sharon supervises the operation department. She works closely with our management team to provide clients with the best service possible.

Sharon moved to Dubuque, Iowa from the Chicago area in 1989. Sharon and her husband have four adult children. In her free time, Sharon enjoys reading, crafting, and spending time with her family.

Angela Ahmann

Operations Manager

Education: Angie graduated from the University of Northern Iowa in 2008 with a degree in Business Management.

Experience: Angie joined Heacock & Jones in September of 2013. She previously worked for a local retirement company for four years in their customer service department.

Angie works with both inside and outside resources to make sure that the operations department runs as smoothly and efficiently as possible to meet the expectations and needs of our clients.

Angie is originally from Holy Cross, Iowa. She currently lives in Epworth, Iowa with her husband, daughter, and son.

Tyler Sippel

Portfolio Analyst

Education: Tyler graduated from the University of Dubuque, in Dubuque, Iowa in 2019 with a major in Marketing.

Experience: Tyler joined Heacock & Jones in May 2018. Tyler is actively involved in the development and implementation of investment strategies, focusing on technical analysis. Tyler works closely with both the investments and operations teams to manage client portfolios.

Tyler is from Dubuque, Iowa. In his free time, Tyler enjoys cooking, traveling, and hiking.

Emily Schwendinger

Trade Operations/Portfolio Analyst

Education: Emily graduated from the University of Dubuque, in Dubuque, Iowa in 2020, with a major in Accounting.

Experience: Emily joined Heacock & Jones in May 2020. Emily manages our trading platform and participates the execution of investment strategies. As a Portfolio Analyst, Emily provides information and makes recommendations regarding investment options and suitability guidelines.

Emily is from Dubuque, Iowa. In her free time, Emily enjoys spending time with family and friends, cooking, and gardening.

Rita Heacock

Office Manager

Education: Rita graduated from Clarke College in Dubuque, Iowa in 1985 with a major in Accounting.

Experience: Rita has been at Heacock & Jones Financial, Inc. since 2000. As the office manager, Rita provides customer service for our clients and handles the company accounting and financials.

Rita was born in DeWitt, IA and has lived in Dubuque since 1985. Rita is married and has 2 grown children.

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