Our Team

At Heim, Young & Associates, you will meet with a team of experts dedicated to providing the highest level of service. Our passion is to help you determine what is important to your family and help you achieve it. Because we are independent firm, our clients can be confident that our entire team and our CFP® Professionals meet the highest ethical standards, as well as provide independent solutions tailored to fit your needs.

Leadership

Our Partners Dennis Heim, Dean Young, and Brent Singleton are experienced Certified Financial Planners™ with an average of more than 20 years’ experience.

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Dean Young – M.S., CFP®, CRPS® Partner/Principal

Dennis Heim – CFP®, CRPS® Partner/Principal

Brent Singleton – CFP®, AIF® Partner/Principal

Registered Representatives

Our Registered Representatives assist clients in making informed decisions about all aspects of their finances. Our firm uses a holistic approach looking at your entire financial picture and working with you toward your goals.

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Holly M. Gray – Partner/CFP® Financial Advisor

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Lance O’Neill – Financial Advisor

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Jeff Bilberry – CFP®, AAMS® Financial Advisor

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Michael Sharp – Financial Advisor

Client Services Associates

Our Client Service Managers and Associates are responsible for client account maintenance, placing trades, and setting up appointments. They also play an important role in operational and support functions for the firm.

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Dena Livingston – Planner Associate

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Haiden Conrad – Client Service Associate

Susan Hill – Client Service Associate

John Davis – Client Service Associate

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Tricia Freund – Client Service Manager

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Natasha Suydam – Client Service Associate

Amanda Reed – Client Service Associate

Administration

Our administration team is responsible for ensuring that our internal operations run efficiently and smoothly.

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Trinity Lee – Director of Operations/Principal

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Dondrea Reed – HR/Marketing Coordinator

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Chelsea Sabo – Operations Assistant

Maryann Miller – Front Office Coordinator

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Casey Seitz – Compliance Manager

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Tosha Cooper – Operations Assistant

Marty O’Dwyer – Systems Coordinator