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 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