David C. Heide, CFP®

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

708-364-2025
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708-364-2022

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 is very active in his local community. He 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 at 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, since 1986 and they are proud parents of twins. His son, Trevor, is a financial advisor with the Heide Wealth Management Group. His daughter, Jenna, is a first-grade teacher in River Grove, Illinois.

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

Mark Anderson, AAMS®, CFP®

Senior Vice President - Financial Advisor

708-364-2025
708-364-2022

Mark joined the Heide Wealth Management Group in October 2000. In addition to his security licenses, he became of CERTIFIED FINANCIAL PLANNERTM professional 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. Financial planning has always been a passion of Mark’s, and his decision to join the Heide Wealth Management Group was one he never looked back from.

Mark lives with his wife, Delia, in New Lenox, Illinois, with their cat, 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

708-364-2025
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When asked what he enjoys most about his work, Dan says it’s 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 his clients and himself, by assisting them in achieving the goals they set out to accomplish. Dan wants his clients to know that he listens. On the team, Dan’s role is to focus on annuities, insurance, and retirement plans for individuals, in addition to their other investments. He is passionate about helping his clients understand the investment world so that they can easily understand their own finances.

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

In his free time, Dan loves to golf and play tennis, as well as enjoy the outdoors. Dan and his wife reside in the area with their dog.

Jeff Neumann

Senior Vice President - Financial Advisor

708-364-2025

Jeff is the conceptual architect of the “sports and entertainment division” of the Heide Wealth Management Group. Since 2003, his years of experience serving professional athletes and entertainers 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 helping my clients maintain their wealth for this life and helping them transfer their wealth to future generations in order to assure the sacrifices on the field, ice, court or studio away from their family ultimately pay dividends.”

Jeff attended South Suburban College in the suburbs of Chicago. He and his wife, Stephanie, 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

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

708-364-2025
Email |

Joe has spent his entire 20-plus 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 and attorney (non-practicing), 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 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 and his 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 Brazilian Jiu-Jitsu. In 2017, along with his sister and wife, Joe co-founded “Kristin’s Fund,” a nonprofit organization aimed at preventing domestic abuse.

Vanessa Poppie

Financial Advisor

708-364-2025
Email |

Vanessa joined the Heide Wealth Management Group in 2015. She works with our existing core clients, bringing her personal touch and high level of service to her practice. She describes learning more about others’ families, goals and passions as fulfilling. Expanding the relationships within our core base to include college planning for children or investing 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, Vanessa’s roots lie in insurance, marketing and banking. Detail-oriented and personable, finding common ground and having a conversation is an easy undertaking with 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 enjoy spending time outdoors and exploring in nature. On 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 account for summertime leisure. As a board member of the Palos Area Chamber of Commerce, Vanessa gets involved in various volunteer efforts around town. Traveling and practicing yoga or taekwondo are also among their favorite pastimes.

Trevor Heide

Financial Advisor

708-364-2025
Email |

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 wife, Lauren, and their dog, Chelsea. Away from the office, Trevor enjoys both watching and playing soccer, golfing and reading history books.

Caleb Hanie

Financial Advisor

708-364-4454

Caleb provides holistic financial solutions for high-net-worth individuals with a focus on professional athletes and entertainers. As a former professional quarterback in the NFL, he has a unique advantage of experiencing similar life events and struggles to his clients. Working with Caleb, you also get the advantage of having the collective power of the Heide Wealth Management team, with more than 30 years of experience in the financial industry.

Caleb began his career at RBC Wealth Management in 2019 as the newest member of the sports and entertainment professionals at Heide Wealth Management, a team that has worked with athletes and entertainers for more than a decade. Caleb previously had a seven-year NFL career, as well as a stint as an entrepreneur.

He graduated from Colorado State University with a Bachelor of Arts degree in liberal arts. Caleb volunteers his time at his local church and organized many community projects. He was born in Dallas, Texas, and grew up in Forney, Texas. Caleb moved to Palos Park, Illinois, in December 2019 with his wife, Andrea, three children and their two dogs. In his free time, he enjoys traveling with his family and watching and playing sports.

Adam Fein, AAMS®

Senior Financial Associate

708-364-2025

Adam is a senior financial associate with Heide Wealth Management Group. He started in the financial services industry in 2005, 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 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 his team to help make sure his clients always know where they stand financially.

Adam, his wife, Azi, and daughter, Layla, along with dogs, Desi and Emmie, recently moved from Los Angeles to Portland, Oregon. Away from the office, Adam enjoys hiking, yoga and watching hockey.

Kristin Cappel, AAMS®, CIMA®

Senior Business Associate

708-364-2025

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 starting in 2002.

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 a Certified Integrative Nutrition Health Coach and enjoys helping women find their happiest healthy through a holistic approach. Kristin and her family currently reside in New Lenox, Illinois.

Heather Ashmore

Senior Registered Client Associate

708-364-2025

Heather began her work in the financial services industry in 2009 and joined the Heide Wealth Management Group as a registered client associate in 2013. Through diligence and dedication, she works to confirm that clients receive superior customer service and that they have a positive experience when resolving issues for them. “I enjoy communicating and working with our clients,” she relates. “It’s rewarding working with financial advisors, and other team members, who share the same work values and always put our clients first.”

Being fully licensed, Heather can assist clients with a variety of needs. She finds it rewarding to be able to understand their short- and long-term goals by listening and learning during their interactions. Her friendly and outgoing personality is contagious and elevates each day for the entire team and the clients she is communicating with.

Heather and her husband, Dave, have two children, Alyssa and Amanda. In addition to spending time with her family, Heather likes crafts and enjoys taking trips to the dog beach with her dogs, Lola, Jager and Tilly. She also volunteers and fosters for a local animal shelter.

Tina Wilson

Branch Service Manager/Senior Investment Assoc

708-364-2025
708-364-2022

Always up to tackling the challenges that come with her role as team manager for the Heide Wealth Management Group, Tina draws on nearly 30 years of experience in the financial services industry to help the team provide the solutions and quality service our clients have come to expect. Her conscientious attitude in serving others led Tina to a life career in financial services that began at age 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 a unique perspective that can only come from being in the home office of a major financial firm. Through this experience, 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 after the Wells Fargo Advisors merger, he asked her to join the Heide team. He recognized the value Tina had provided in the growth of the branch was now needed for the expanding team. During this time, she passed her security exams, becoming one of the first registered assistants in the branch.

Manteno, Illinois, is home to Tina and her husband, Chad. Their blended family includes four teenagers and two rescue dogs. They enjoy travel and motorcycle rides, when life allows.

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.