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.
Our Partners Dennis Heim, Dean Young, and Brent Singleton are experienced Certified Financial Planners™ with an average of more than 20 years’ experience.
Dean Young – M.S., CFP®, CRPS® Partner/Principal
Dennis Heim – CFP®, CRPS® Partner/Principal
Brent Singleton – CFP®, AIF® Partner/Principal
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.
Holly M. Gray – Partner/CFP® Financial Advisor
Lance O’Neill – Financial Advisor
Dena Livingston – Financial Advisor
Jeff Bilberry – CFP®, AAMS® Financial Advisor
Michael Sharp – CFP® 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.
Haiden Conrad – Client Service Associate
John Davis – Client Service Associate
Amanda Reed – Client Service Associate
Tricia Freund – Client Service Manager
Natasha Suydam – Client Service Associate
Our administration team is responsible for ensuring that our internal operations run efficiently and smoothly.
Trinity Lee – Director of Operations/Principal
Dondrea Reed – HR/Marketing Coordinator
Chelsea Sabo – Operations Assistant
Maryann Miller – Front Office Coordinator
Casey Seitz – Compliance Manager
Tosha Cooper – Operations Assistant
Marty O’Dwyer – Systems Coordinator