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 |

Jeff Neumann

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

708-364-2025

Joseph Palumbo

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

708-364-2025
Email |

Vanessa Poppie

Associate Vice President - Financial Advisor

708-364-2025
Email |

Trevor Heide

Financial Advisor

708-364-2025
Email |

Caleb Hanie

Financial Advisor

708-364-4454

Adam Fein, AAMS®

Associate Vice President, Senior Financial Associate

708-364-2025

Heather Ashmore

Senior Registered Client Associate

708-364-2025

Ryan Gibbons

Registered Client Associate

708-364-6638

Tina Wilson

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.