What does retirement mean to you? Will you work because you want to or because you have to? Will you be prepared for a decline in health or the loss of a loved one? What financial legacy do you want to leave behind for your family or the organizations you care about?

We can help you answer these questions. With our established process, we learn what is important to you and what motivates you. Together, we design personalized strategies that help you reach your goals. Our goal is to keep you on track as you navigate life’s bumps and transitions. We work closely with locally trusted CPAs, estate planning attorneys and life insurance specialists to ensure you make well-informed decisions.

Our branch has been serving individual investors and their families for nearly 20 years. How did we get here? As a news reporter for 16 years, I covered historic financial stories, from “Black Monday” in 1987 to the bursting of the tech bubble in 2000. I’m also inspired by my late father-in-law, whose 401(k) strategy enabled his widow to retire, travel and take care of her family.

Temple Hiatt has been part of the branch team from the beginning. Drawing on her military experience, Temple is dedicated to serving. Our clients rely upon her resourcefulness to assist with their administrative needs and they know it really is a "great day at Edward Jones" when she answers the phone.

Outside of the office, I serve on the board for the ICPL Friends Foundation. I’m also a current member and past president of the Iowa City Host Noon Lions Club. Temple is involved with advocacy efforts in the community and has served on several non-profit boards.

Many of our clients are education professionals and health care workers, along with local business owners, who provide retirement benefits for their employees. Contact our office today to learn more about how we can help you achieve your financial goals. We look forward to hearing from you!