Heide Wealth Management Group
Caleb Hanie,
Associate Vice President - Financial Advisor
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.
Jeff Neumann,
Senior Vice President - Financial Advisor
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.