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.
Dean Young |
Brent Singleton |
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Holly M. Gray CFP® Partner |
Jeff Bilberry CFP® Partner/Principal |
Mike Sharp CFP®, CLTC®, Partner/Principal
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Ethan Wallace CFP® Associate Planner |
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Dena Livingston CRPC® Financial Planner |
Haiden Bowman Client Service Director |
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Amber Tanksley Client Service Associate |
Blake Parker Client Service Associate |
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Trinity Lee Chief Compliance Officer/Principal |
Dondrea Reed PHR® 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 |