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
Ethan Wallace
CFP® Associate Planner
Kaz Woodward
CFP® Associate Planner
Nicholas McDowell
CFP® Associate Planner
Dena Livingston
CRPC® Financial Planner
Haiden Bowman
Client Service Director
Jonathan Vance
Client Service Associate
Deborah Parker
Client Service Associate
Amber Tanksley
Client Service Associate
Blake Parker
Client Service Associate
Trinity Lee
Chief Compliance Officer/Principal
Dondrea Reed
aPHR® HR/Marketing Coordinator
Haylie Shoemaker
Front Office Coordinator

Casey Seitz
Broker-Dealer Operations Coordinator/Principal
Theresa Mann
Advisor Client Coordinator
Dawn Mulbery
Advisor Client Coordinator Assistant