David C. Heide, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

708-364-2025 | Email |

Dave’s career in the financial services industry started in 1990. A graduate of Northern Illinois University with a major in business marketing, he also received the CERTIFIED FINANCIAL PLANNER™ certification in 2007. Dave thoroughly enjoys working with every client and is proud of managing the extremely talented members on the Heide Wealth Management Group.

Dave has enjoyed the 28 years in wealth management but he also is very active in his local community. He has served as president of the Chamber of Commerce, the local Sertoma club and the Moraine Valley Community College Foundation board and is currently a board member at The Bridge Teen Center and the Northern Illinois University Foundation. He is also very active in his church, serving on various committees including the finance committee. Dave has been happily married to his wife, Karen, for more than 32 years and they are proud parents of twins. His son, Trevor, is an associate financial advisor with the Heide Wealth Management Group, who joined the team in 2018. His daughter, Jenna, is a kindergarten teacher in River Grove, Illinois.

Dave is a huge sports fan and played college football for Northern Illinois, including in the California Bowl — the school’s first Division I bowl game ever — during his junior year in 1983. Dave is an avid golfer, loves to travel and read fiction books.

Mark Anderson, AAMS®, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

708-364-2025 | Email

Mark joined the Heide Wealth Management Group in October 2000. In addition to his security licenses, he became a CERTIFIED FINANCIAL PLANNER™ in November 2007. Mark was raised in Holdrege, Nebraska, a small farm town in the south central region of the state. After graduating from the University of Nebraska – Lincoln in May 1982, he began his first career as an athletic trainer in professional baseball with the minor league affiliates of the Toronto Blue Jays organization for five seasons until he joined the Chicago White Sox major league club as assistant athletic trainer in 1986. Wealth planning has always been a passion of Mark’s and his decision to join the Heide Team was one he never looked back from. He lives with his wife, Delia, in New Lenox, Illinois, with their cat named Cali. Mark has an extensive collection of football and basketball trading cards from the 60s and 70s and likes to play golf as often as time allows. In addition to traveling with Delia, he also enjoys reading sports and World War II history books.

Daniel Jakuta, ChFC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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When asked what he enjoys most about his work, Dan says that it is the satisfaction of helping clients work at their company and then retire after putting their children through school. He views this as a success for both them and himself, assisting them in achieving the goals they set out to accomplish. Dan wants his clients to know “that he listens to them.” On the team, his role is to focus on annuities, insurance and retirement plans for individuals. He is passionate about helping his clients understand the investment world so they can easily understand their own finances.

Dan began working in the financial service industry in 1985, right out of college. His professional accolades include: LUTCF® (Life Underwriter Training Council FellowSM), acquired in 1988, and his designation as ChFC® (Chartered Financial Consultant®) in 2009. Dan is excited about his professional future and continuing to help people fulfill their goals.

In his free time, Dan loves to golf and play tennis. He and his wife, Lisa, reside in the area with their dog, Sugar.

Jeff Neumann

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

708-364-2025 | Email

Jeff is the conceptual architect of the newly formed and self-described “sports and entertainment division” of The Heide Wealth Management Group. His 15 years of experience serving professional athletes in various capacities brings a deep understanding and vantage point of the lifestyle of an athlete and entertainer. Jeff’s investment model puts an emphasis on the day-to-day unique financial life cycle management that athletes and entertainers require, making that the focal point of his relationships. In addition to working with a selective group of clients, he oversees the daily operations and growth of the sports and entertainment division as new team members and clients are acquired.

Jeff was a flourishing baseball pitcher in high school and college and had a promising career ahead of him until a flexor tendon injury took him out of the sport. His continued passion for professional athletes and entertainers can be seen in his client interactions and the care he takes to understand the unique wealth and careers of these professionals. When meeting with Jeff, you will see that he is genuine and passionate about his work. He prides himself on being trustworthy and has the ability to help clients manage their assets and liabilities. As Jeff says, “I enjoy assisting athletes maintain their wealth for this life and helping them transfer their wealth to future generations in order to assure their sacrifices on the field or ice away from their family ultimately pay dividends.”

Jeff attended South Suburban College in the suburbs of Chicago. He and his wife, Stephanie, currently reside in Lemont, Illinois. They have three children: Lily, Conner and Greyson. Jeff takes pleasure in spending time with family and enjoys all kinds of sports. He is an avid follower of his clients’ careers and openly welcomes their families to be a part of his. Jeff particularly enjoys golfing and fishing in his free time.

Joseph Palumbo

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

708-364-2025 | Email |

Joe has spent his entire 20-year career working with, and catering to, the distinct needs of professional athletes and those in the sports business. He has a unique, exceptional background and his knowledge stems from his prior experiences in professional sports as a contract advisor, attorney (nonpracticing) as well as the financial services industry with a focus on professional athletes and sports professionals.

Joe earned a Bachelor of Science degree in politics from Ithaca College where he was also played for the NCAA Division III Football National Championship team in 1991 and was recognized as an NCAA Division III Football All-American in 1993. Joe also went on to earn his J.D. from Thomas Jefferson School of Law in 2002 as well as securities and insurance licenses after joining the Heide Wealth Management Group.

Although many of Joe’s clients are in professional sports, he says it all boils down to helping families and shaping their future, no matter what their profession or business may be.

Joe and his family enjoy outdoor activities like hiking, kayaking and fishing. Additionally, he enjoys Brazilian Jiu-Jitsu and has coached youth baseball and basketball.

Vanessa Poppie

Financial Advisor

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Vanessa joined the Heide Wealth Management Group in 2015. Since then, she has been working with our existing core clients, bringing her personal touch and high level of service to light. She describes learning more about others’ families, goals, and passions as fulfilling. Reviewing the relationships within our core base to initiate college planning for children or invest for aging parents is especially meaningful to her. She also takes pride in utilizing insurance products to protect against financial losses due to long-term illness, disability or death.

Prior to focusing her efforts in the financial services industry for the past six years, Vanessa’s roots lie in insurance, marketing, and banking. Detail-oriented and personable, finding common ground and having a conversation is an easy undertaking for her. At work, Vanessa wears many hats ranging from advisor to analyst, coach to confidant. She uses these different roles to facilitate clients looking into their bigger picture. Together, she and clients are able to uncover various avenues to create financial roadmaps and strategize for the future.

Living in Palos Heights, she and her son, Andre, spend a lot of time outdoors. On the weekends, you might find her rehabbing her older home or breathing life into a long-neglected yard. Spectating at baseball games or participating in community events accounts for summertime leisure. Reading, traveling and practicing yoga or taekwondo are also among their favorite pastimes.

Trevor Heide

Financial Advisor

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As a second generation financial advisor, Trevor has seen what it takes to build a successful business, based on trust and hard work. Always passionate about helping people, his enjoyment is working with clients to establish an investment plan that will meet their long-term goals while letting them focus on their own careers and passions.

Prior to joining the Heide Wealth Management Group, Trevor worked for asset management firm Cedar Capital, and later, BMO Global Asset Management, both in Chicago. Trevor graduated from the University of Iowa in 2014 with a degree in finance. He is fully licensed for investments and insurance. Currently, he has begun the studies to earn the CERTIFIED FINANCIAL PLANNERTM certification.

Trevor lives in the Lakeview East neighborhood of Chicago with his fiancé, Lauren, and their dog, Chelsea. Away from the office, Trevor enjoys both watching and playing soccer, golfing and reading history books.

Adam Fein, AAMS®

Senior Financial Associate

708-364-2025 | Email

Adam is a senior financial associate with Heide Wealth Management Group. He has worked in the financial services industry for 14 years helping professional athletes and their families achieve financial stability and success.

Adam graduated from The University of California, Berkeley in 2003 with a degree in interdisciplinary studies. He earned his Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning and works every day with his clients on their unique needs and how everything in their financial lives relates to one another. With a strong focus on expense management and investment planning, Adam works with the team to help make sure their clients always know where they stand financially.

Away from the office, Adam enjoys hiking the Southern California Mountains, yoga and watching hockey. Adam and his wife, Azi, live In Los Angeles with their dogs, Desi and Emmie.

Kristin Cappel

Senior Business Associate

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When meeting with Kristin, it is obvious that she values what she does. It is not just a job for her — it is a legacy. Prior to the move to RBC Wealth Management, Kristin worked at Wells Fargo Advisors since 2002 and says she enjoys being able to “carry on something that her dad built for over 26 years.”

Kristin graduated from the University of Illinois in 2006 with a major in international resource and consumer economics. In 2015, she completed the Certified Investment Management Analyst® designation which entailed both a qualification and certification exam, as well as completion of an educational program from a top- 25 business school. The rigorous coursework provides the designees knowledge to systematically and ethically assist clients in making prudent investment decisions. Kristin also assists the advisors on the team with their research.

Kristin and her husband, Brian, are the proud parents of three sons, Becker, Brecken and Bodie. They enjoy wine tasting and traveling to the beach. She is also passionate about fitness and nutrition. Kristin and her family currently reside in New Lenox, Illinois.

Heather Ashmore

Senior Registered Client Associate

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Since 2009, Heather has worked in the financial services industry and in 2013 she started working directly with the Heide Wealth Management Group as a registered client associate. Through diligence and dedication, Heather works to ensure that clients receive superior customer service and that they have a positive experience. “I enjoy working with clients and our team of financial advisors and feel privileged to be a part of a team that is so involved and dedicated.”

Heather finds it rewarding when she is able to assist in meeting each client’s need, as well as understanding their short-term and long-term goals. She is fully licensed.

Heather has two children, Alyssa and Amanda. In addition to spending time with her family, Heather likes crafts, taking trips to the dog beach with her dogs, Lola and Jager, and volunteering at a local animal shelter.

Tina Wilson

Branch Service Manager/Senior Investment Assoc

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Always up to tackling the challenges that come with her role as a team manager for the Heide Wealth Management Group, Tina draws on her 27 years of experience in the financial services industry to develop the solutions the team uses to provide the quality service that clients have come to expect. Her conscientious attitude in serving others has led Tina to a life career in the financial services business which began at the age of 17, working in the margin department for A.G. Edwards & Sons (a predecessor firm of Wells Fargo Advisors) at their home office in St. Louis, Missouri.

Tina’s eight years in St. Louis allowed her to learn about the needs of clients from the unique perspective that can only come from being in the home office of a major financial firm. It was through this experience that she joined Dave Heide as an assistant in 1999 to help him with the rapid growth of the branch in Palos Heights. When Dave stepped down as branch manager shortly after the Wells Fargo Advisors merger, he asked her to join the Heide team, recognizing that the value that she had provided in the growth of the branch was needed for the expanding team. It was during this time that Tina earned her security licenses, becoming one of the first registered assistants in the branch.

Flossmoor, Illinois, is home to Tina and her husband, Chad. Their blended family includes her daughter, Alayna, and son, Nathan, as well as Chad’s children, Faith and Justin. Joining them are each of their dogs, Jackson and Tucker. They enjoy spending time with family and exploring the limitless points of interest throughout the Chicagoland area.

Our mission

We believe in goal-oriented investment strategies that help our clients achieve financial independence. We believe long-term relationships are built only on the trust we earn through integrity, hard work and service.

We strive to add value by helping each client establish realistic and achievable financial goals. We then design and implement a detailed investment plan customized to meet our clients’ needs both now and in the future.