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/Principal

Mike Sharp 
CFP®, CLTC®, Partner/Principal
John Davis
Associate Planner
Ethan Wallace
Associate Planner
Nicholas McDowell
Associate Planner
Kaz Woodward
Associate Planner
Dena Livingston
CRPC® Financial Planner
Haiden Conrad
Client Service Manager
Amanda Reed
Client Service Manager
Hannah Fridley
Client Service Associate
Chelsea Dupree
Client Service Associate

Haylie Shoemaker
Front Office Coordinator
Trinity Lee
Chief Compliance Officer/Principal
Dondrea Reed
HR/Marketing Coordinator
Casey Seitz
Broker-Dealer Operations Coordinator/Principal
Theresa Mann
Advisor Client Coordinator
Joel Pickett
Operations Assistant

Tyler Dazey
Operations Assistant