In describing the focus of the firm, founding co-founding partner Dennis Heim says, “Our strategy is to focus on our client’s priorities and make them our own. Dean Young and I both started our careers at larger financial companies where the corporation and the shareholder always came first. We believe that our independence allows us to focus on our clients and not a corporate agenda.”
Once we thoroughly understand an individual’s family or business objectives, we work to develop a solution to get them where they want to go with the highest probability of success. We are a service focused firm with an emphasis on personal financial planning.