Services
About Us
Heim, Young & Associates, Inc. was founded in 1989 by Dennis Heim and Dean Young. After several years of working for a large financial services corporation, they decided that clients could be better served by offering financial planning services from an independent point of view.
As it stands today, Heim, Young & Associates is the largest independent financial planning firm in the Springfield, Missouri surrounding area; specializing in retirement planning. Our staff consists of 18 members, 12 of whom who are licensed in various aspects of our business, including securities, life and health insurance.
We focus on building and maintaining long lasting relationships with our clients by providing prompt and careful attention to their financial needs. We also strive to provide excellent service through periodic, individual, face to face meetings.
We invite anyone who could use advice in financial planning, investments, retirement planning, etc... to give us a call for a free consultation.
Professional Staff
Principal, CFP®, CRPS
Over 22 years of experience in the finance industry. CERTIFIED FINANCIAL PLANNER ™ Professional …Ability to analyze the priorities each client presents and develop a plan that helps achieve those goals... Graduate of Missouri State University. Enjoys spending time with family & playing golf.
Principal, CFP®, M.S., CRPS
Over 22 years of experience in the finance industry. CERTIFIED FINANCIAL PLANNER ™ Professional. ...self-disciplined and forward-looking... Bachelor of Science in Communications from MSU. Enjoys spending time with family, golf and running.
Partner/Financial Advisor, CFP®, AIF®
16 years experience in business & finance. BS in Management from the US Air Force Academy & MBA from Drury University. Brent is a member of the Springfield-Branson National Airport Board, the Discovery Center Board, the Springfield Area Chamber of Commerce Governmental Relations Committee and the Drury University Alumni Council. Brent enjoys family time with his wife and two daughters. His other activities include church, physical fitness and golf.
Financial Advisor, CFP®
HY&A associate since 2001 with 10 years experience in the finance industry. BS in General Business from Missouri State University. Strives to provide excellent service and help clients achieve their financial goals. Currently serves on the Springfield Ballet Board of Directors. Holly enjoys spending time with her family and 2 dogs, going to the gym, and cooking with her husband.
Registered Investment Representative, AAMS®
Licensed in securities, annuities, and life insurance. Graduated from Kansas State University with a BS in Mass Communication and Advertising. Obtained the Accredited Asset Management Specialist designation from the College for Financial Planning. Enjoys music, golf, friends and family.
Registered Investment Representative
Lance is a native of Springfield, MO and is a graduate of the United States Naval Academy. He has 14 years of experience in business and finance and holds a business management certification through Cornell University. Lance is currently a member of the Springfield Area Chamber of Commerce. He enjoys investing his time with his wife and three girls and loves playing golf and volleyball.
Operations Supervisor/Firm Training Coordinator
Over ten years experience in the finance industry. Holds licenses in Securities, Annuities, Life and Health Insurance. Graduate of Missouri State University. Enjoys reading, outdoor activities, and spending time with family.
Registered Service Assistant
Staff member since 2007. Securities licensed with over 14 years of experience in the financial industry. Graduate of Austin Peay State University in Clarksville, TN. Enjoys sports and spending time with family.
Registered Service Assistant
Over twelve years in the Financial services industry. Holds licenses in Securities, Annuities, Life and Health Insurance. Enjoys reading, archery, sports activities and spending time with family.
Registered Service Assistant
Dena holds licenses in Securities, Annuities, Life and Health Insurance with four years of experience in the financial planning industry. She enjoys reading, outdoor activities and spending time with her family, friends and animals.
Operations Assistant
Graduated from Missouri State University with a BS in Finance. Enjoys reading, learning about new subjects, and travel. Also enjoys football, basketball, and the Chicago Cubs.
Service Assistant
Staff Member since 2009, received an Associate of Arts degree from Ozark Technical College. Enjoys time with his wife, as well as kayaking, mountain biking, hockey, and soccer.
Service Assistant
Staff member since 2012. She is excited to be a part of the financial services industry and strives to build a relationship with clients and meet their needs. Spending time with family is her greatest joy.
Service Assistant
Over five years in the banking industry. Graduate of Missouri State University with a BS in Business Administration. Enjoys traveling, outdoor activities, and spending time with her husband and family.
Operations Manager/Principal
Staff member since 2009. Graduate of College of the Ozarks with 5 year's experience in the financial industry. Holds licenses in Securities, Annuities, Life and Health Insurance. She enjoys camping and sports with her husband and two sons.
Operations Assistant/IT
Staff member since June of 2010. After several years in the field of property management in Wisconsin, Dondrea returned home to Southwest Missouri. Enjoys reading and spending time with her family.
Administrative Assistant
Staff member since 2012. She is working towards receiving her Associates of Arts Degree at Ozarks Technical Community College. She is the Youth Engagement Coordinator for Relay For Life and loves helping with CASA of Southwest Missouri. She enjoys working out with her dog and spending time with her friends and family.
Front Office Coordinator
Staff member since 2012. She is excited to be working for the firm and motivated by a desire to serve our clients. She enjoys spending time with her family, especially her daughter Alexis. In her spare time she enjoys reading and watching sports.
IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment advisor, BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker-dealer, investment advisor, BD agent or IA representative requirements, as the case may be; and Follow-up, individualized responses to consumers in a particular state by broker-dealer, investment advisor, BD agent or IA representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA representative requirements, or pursuant to an applicable state exemption or exclusion or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative, a consumer should contact his or her state securities law administrator.