Our Team

Jason C. Luders

Smartvestor Pro

Jason Luders is an independent financial professional that has been working with clients since 2009. He holds FINRA Series 7, 66, Life, Health Insurance, Property and Casualty Licenses in the state of Iowa.  He works with an independent Broker Dealer, Cambridge Investment Research in Fairfield, Iowa for securities products and holds many insurance contracts with various companies.

Jason works closely with families and individuals to provide a customized plan to get out of debt and build wealth.  Jason consults with clients on investment strategies, products and services that are suitable and only makes recommendations based on the clients needs and expectations.

Jason grew up in the Cedar Valley and is now raising his growing family here.  Jason lives and works in Cedar Falls with his wife Ellen (a 1st grade teacher at St. Patricks School) and their 3 children.   Jason is an Eagle Scout and active member of the Cedar Valley Jaycees that promotes community development and giving back.  Jason enjoys the outdoors, camping, running and biking. - "I look foward to providing you great customer service and experience to plan for the future."


Phone: 319.266.6156

Gabby Palo

Administrative Assistant

Gabby Mitchell joined Shaw Financial in October 2019 as an Administrative Assistant. She assists with the day-to-day operations of the office and client engagement.  Gabby has built a successful real estate career at Coldwell Banker-Trapp Realtors in Cedar Falls. She enjoys volunteering in the community, building new relationships, and learning the financial business.


Phone: 319.266.6156


Robert M. Shaw

Smartvestor Pro

Robert Shaw has been working with clients since 1994. Mr. Shaw holds a Bachelors Degree from the University of Arizona (1981) and a Masters Degree from Eastern Illinois University (1983) and did doctoral work at West Virginia University.  He holds FINRA Series 7, 24 and 63 securities registrations and state health and life insurance licenses.  He works with Cambridge Investment Research of Fairfield Iowa for his securities products and as an independent insurance broker, he is able to work with many financial and insurance companies to offer products that best serve his clients.

He is dedicated to developing lasting relationships with all his clients. Robert believes in helping you assess your financial goals and participate in the management of your finances.One of the potential benefits of working with Robert is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to helping work towards a more secure financial future.  Rob is looking forward to using his skills and experience to help you pursue your financial goals.


Phone: 319.266.6156