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 an 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.


Dennis Heim 
CFP®, CRPS® Partner/Principal

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

Brent Singleton 
CFP®, AIF® Partner/Principal


Holly M. Gray

CFP® Partner

Jeff Bilberry 

CFP® Partner

Mike Sharp 
CFP®, CLTC®, Partner/Principal

Lance O'Neill
Financial Planner

Dena Livingston

CRPC® Financial Planner
Haiden Conrad
Client Service Manager

Amanda Reed
Client Service Associate

John Davis
Client Service Manager
Ethan Wallace
Client Service Associate
Hannah Fridley
Client Service Associate
Trinity Lee
Chief Compliance Officer/Principal
Dondrea Reed
HR/Marketing Coordinator
Shai Voelker
Front Office Coordinator

Theresa Mann
Advisor Client Coordinator
Casey Seitz
Operations Manager/Principal

Joel Pickett
Operations Assistant
Marty O'Dwyer
Systems Coordinator