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 15 members, 11 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®
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.
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.
Financial Advisor/Investment Representative
12 years experience in business & finance. BS in Management from the US Air Force Academy & MBA from Drury University. Enjoys family time with his wife and two daughters. Other priorities include church, physical fitness and golf.
Registered Investment Representative
Staff Member since 2005. Licensed in securities, annuities & life insurance...communicative and honest...will not hesitate to go the extra mile for his clients needs… BS in Business Administration from Drury University. Enjoys golf outings, playing the saxophone & spending weekends at the lake with his family.
Registered Investment Representative
26 years experience in finance and public relations with emphasis in banking. Holds licenses in securities, annuities & life insurance. Graduate in Missouri State University. Strong background in Long Term Care solutions. Enjoys cooking & spending time with family and friends.
Registered Investment Representative
5 years experience in client service industry. Licensed representative for securities, annuities & life and health insurance. Graduate of Missouri State University. Enjoys watching movies, walking with her dog & reading.
Registered Investment Representative
Staff Member since 2005. Graduate of Drury University, Top 10 in Breech School of Business. Enjoys spending time with family & friends, golf & woodworking.
Registered Investment Representative
Registered Service Assistant
Staff member since 1998 with 27 years of banking & investments experience. Holds securities & insurance licenses. Married with 2 grown children. Stays busy with family, friends & cats.
Supervisor of Marketing
10 years experience in client service industry. Securities licensed. Graduate of Missouri State University. Enjoys reading & outdoor activities. Married with one daughter.
Registered Service Assistant
Service Assistant
Service Assistant
Compliance/Accounting
23 years experience in brokerage industry. Securities Licensed. Lives in Ozark with her husband and son. Enjoys gardening & spending time with granddaughter.
Office Manager
Over 17 years of experience in the finance industry. Notary Public & Missouri Life Insurance licensed. Enjoys spending time with family and friends.
Operations
Staff Member since 2005, BS in Finance from Missouri State University. Enjoys spending time with family and friends.
Operations/Accounting
Staff member since 2008. B.S. in Financial Management from Franklin University. Enjoys spending time with family and friends.
Account Summary Clerk
Graduating from Missouri State University in May 2008 with degree in Accounting. Vice President - Finance of Delta Sigma Pi. Enjoys spending time with friends and family and going home to spend time at the Lake of the Ozarks.
Account Summary Clerk
Graduating from Drury University in 2009 with a degree in Finance. Member of Phi Beta Lambda.
Receptionist
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.