Building & Maintaining Your Financial Independence
Retirement Planning Springfield, Missouri
Trusted Advice

Services

Retirement Planning

About Us

Heim, Young & Associates Staff

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 25 members, 16 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

Dennis Heim
Dennis Heim
Principal, CFP®

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.

Dean Young
Dean Young
Principal, CFP®, M.S.

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.

Brent Singleton
Brent Singleton, CFP®
Partner/Financial Advisor

15 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 Public Schools Foundation Advisory Council 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.

Eric J. Gaisford
Eric J. Gaisford
Registered Investment Representative

Staff member since 2005. Licensed in Securities, annuities and life insurance. Obtained a Bachelor of Science degree from Drury University in 2005. Enjoys spending weekends at the lake with his family, golf, and playing saxophone. Member of Heart of the Ozarks Sertoma Club, including one year on the board of directors, one year as treasurer, and currently serving as secretary. Also serves as co-chair of the Sertoma Chili Cook-Off Planning Committee.

Sandra M. Pack
Sandra M. Pack
Registered Investment Representative

30 years experience in finance, banking and public relations. Holds licenses in securities, annuities & life insurance. Graduate from Missouri State University. Strong background in Long Term Care solutions. Enjoys cooking & spending time with family and friends.

Holly M. Gray
Holly M. Gray
Registered Investment Representative

Over 8 years experience in the finance industry. Graduate of Missouri State University. Licensed representative for securities, annuities & life and health insurance. Actively involved in the community and currently serving as secretary on the Springfield Ballet Board of Directors. In her free time she enjoys spending time with her family and friends, going to the gym, and watching movies.

Zac McMillan
Zac McMillan
Registered Investment Representative

HY&A Associate since 2005. Graduate of Drury University, Raymond D. Thomas Economics Award. Enjoys spending time with family & friends, running, golf & basketball. Dallas County YMCA Board Member.

Andrew Drennen
Andrew Drennen
Registered Investment Representative

Staff member since 2007 with six years of experience in the financial industry. Holds licenses in securities, variable annuities, and life and health insurance. Has a B.S. in Business Administration and an A.S. in Business Management from Drury University in Springfield, MO. Fluent in Spanish acquired through seven years of missions work in South America. Enjoys movies, playing guitar and spending time with family and friends.

John Kelley
John Kelley
Registered Investment Representative

Staff member since 2008. B.A. in Business Administration and MBA from Drury University. John enjoys spending time with his wife, daughter and son.

Jeff Bilberry
Jeff Bilberry
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.

Jennifer Clendenning
Marketing Supervisor

Over ten years in the client service industry. Holds licenses in Securities, Annuities, Life and Health Insurance. Graduate of Missouri State University. Enjoys reading, outdoor activities and spending time with family.

Paula Christophel
Paula Christophel
Registered Service Assistant

10 years experience in the brokerage industry. Securities licensed. Graduate of Austin Peay State University in Clarksville, TN. Enjoys sports and spending time with husband and two sons.

Adam Houseman
Adam Houseman
Registered Service Assistant

Staff member since 2008. Graduate of Missouri State University. Enjoys spending time with family and friends, sports, movies, and hiking.

Rondi Skraba
Rondi Skraba
Registered Principal / Accounting / Compliance Manager

25 years experience in brokerage industry. Likes to camp, play family games from Scrabble to darts, listen to music with a good beat and laugh. Also enjoys gardening & spending time with her granddaughter.

Sandra L. Davis
Sandra L. Davis
Compliance & Operations Manager

Staff member since 2008 with 30 years operations experience in the trust and investment business. Holds 'Certified Securities Operations Professional' designation and securities licenses. Enjoys country-living with her husband, son and a wide variety of pets.

Trevor Erickson
Trevor Erickson
Service Assistant

Over 3 years of experience in the financial industry. Honest and hardworking, likes to go above and beyond in all aspects of life. Enjoys time with his wife as well as kayaking, mountain biking, hockey, and soccer.

Amelia Davidson
Amelia Davidson
Service Assistant

Staff member since 2009, holds bachelor and graduate degrees from Missouri State University, graduating with honors from both programs. In her spare time enjoys performing with the Springfield Chamber Chorus, working with non-profit organizations, and spending time with her family.

Samantha Smith
Samantha Smith
Service Assistant

Service Assistant since 2009. AA degree in Business Administration from Cowley County Community College in Wichita, KS. Enjoys reading, spending time with family and friends, traveling, and antique shopping.

Chayilah York
Chayilah York
Client Services

Three years of experience in the accounting/financial planning industry. Staff Member since 2009. Notary Public licensed. Enjoys playing the piano and bassoon as well as outdoor recreational activities.

Rhonda Ybarra
Rhonda Ybarra
Client Services

Staff Member since 2009. Bachelor of Science in Business from Missouri State University. Loves animals and enjoys spending time with her wonderful daughter.

Amber Long
Amber Long
Trading and Operations

Staff member since 2008. B.S. in Financial Management from Franklin University. Enjoys spending time with family and friends.

Josh Clifton
Josh Clifton
Front Office Coordinator

Staff Member since June 2009. Scheduled to graduate from Baptist Bible College in 2010 with a degree in Theology. Enjoys spending time with his wife and two children.

Holly Clark
Holly Clark
Administrative Assistant

Staff member since 2008. Holly enjoys spending time with friends and family, cooking, listening to live music, and walking her dog whenever possible.

 
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