David C. Heide, CFP®

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

708-364-2025
Email |

Daniel Jakuta, ChFC®

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

708-364-2025
Email |

Vanessa Poppie

First Vice President - Financial Advisor

708-364-2025
Email |
Trevor Heide

Trevor Heide, AIF®, CFP®

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

708-364-2025
Email |
Image of Ryan Penders

Ryan Penders

Financial Advisor

708-364-2025

Jeff Neumann

Senior Vice President - Financial Advisor

708-364-2021

Joseph Palumbo, JD*

Senior Vice President - Financial Advisor

708-364-2025
Email |
Caleb Hanie

Caleb Hanie

Associate Vice President - Financial Advisor

708-364-2025
Heather Ashmore

Heather Ashmore

Senior Investment Associate

708-364-2025
Ryan Gibbons

Ryan Gibbons, APP

Registered Client Associate

708-364-6638

Tina Wilson, APP

Branch Service Manager/Senior Investment Assoc

708-364-2025

Heide Wealth Management Team Photo

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.