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 hold 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.
Director of Operations & Client Services
Experience: Sharon has over 26 years of experience in the financial services industry. She has been with Heacock & Jones Financial Services when the company began in June of 2000.
Specialties: As well as being licensed as an investment advisor, Sharon supervises the operations 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 children – ages 24, 21, and 14 year old twins.
Eric Flores, CPA
Investment Advisor/Portfolio Manager
Education: Eric graduated from the University of Dubuque, in Dubuque, Iowa with a double major in Accounting and Business.
Designations: Eric is a Certified Public Accountant (CPA) and a Registered Investment Advisor with the SEC.
Eric joined Heacock & Jones Financial Services as an Investment Advisor/Portfolio Manager in September of 2016. He previously worked in public accounting; specializing in the auditing of health care facilities.
In his free time, Eric enjoys biking, rock climbing and being outdoors.
Regan Takes, CPA
Education: Regan graduated from Loras College in Dubuque, Iowa in 2015 with degrees in Accounting and Finance. Regan was a member of the Loras Men’s Basketball team and was an Academic All-Conference Selection.
Designations: Regan earned the Certified Public Accounting designation in March of 2017.
Experience: Regan joined Heacock & Jones in December of 2015. Regan works as a Portfolio Manager and manages Trade Operations. Prior to joining Heacock & Jones, Regan worked in the audit department of a local accounting firm for two years.
Regan is from Cascade, Iowa. In his spare time, Regan enjoys traveling and spending time with family and friends. He also enjoys playing sports; especially basketball, baseball and golf.
Jenna Walleser, CPA
Investment Advisor/Portfolio Manager
Education: Jenna graduated from Loras College in Dubuque, Iowa, in 2017, with a triple major in Accounting, Finance, and Economics, and a concentration in International Business. Jenna was very active in several organizations on campus, including serving as co-founder of the college’s investments club and being a 3x presenter at the Loras Legacy Symposium for her research in Economics and CFA case studies.
Designations:Jenna earned her Certified Public Accountant (CPA) license in 2017. She is also a Registered Investment Advisor with the SEC.
Experience:Jenna joined Heacock & Jones as an Investment Advisor / Investment Analyst in September of 2019. During college, Jenna worked at a local bank within their Private Client Services department. After graduation, she moved to Minneapolis to work at a Big 4 public accounting firm, where she specialized in the audits of hedge funds and investment companies.
Jenna is originally from Cascade, Iowa. In her free time, she enjoys going on outings with family and friends, riding horses, running, cooking/baking, international travel, and exploring new cultures.
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 in order 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 and four year old daughter.
Education: Rita graduated from Clarke College in Dubuque, Iowa in 1985 with a major in Accounting.
Experience: Rita has been with Heacock & Jones since 2000. In addition to her role as Office Manager, Rita maintains the accounting systems and provides excellent service to our customers. Prior to joining the company, Rita worked at several businesses in Dubuque in their accounting departments.
Rita was born in DeWitt, Iowa and has lived in Dubuque since 1985. She is married and has two grown children.