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 23 members, 14 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.
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.
Registered Investment Representative
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.
Marketing/Operations 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.
Registered Service Assistant
Over 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.
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.
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.
Service Assistant
Staff member since 2010. Graduate of Missouri State University. Enjoys spending time with her husband and son, reading and being outdoors.
Service 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 2011. Over 20 years experience in the brokerage industry. Strives to meet client's individual needs. Kim enjoys flying, reading, cross stitching and spending time with her kids and granddaughter.
Administrative Assistant
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.
Compliance/Accounting Manager
Staff member since 2009. Graduate of College of the Ozarks. Holds licenses in Securities, Annuities, Life and Health Insurance. Enjoys camping and sports with her husband and two sons.
Administrative 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 with her husband, dog and two cats.
Front Office Coordinator
Graduate of Missouri State University. Enjoys camping, boating, and spending time with her family.
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.